Problems sending mail
Dear Zoho I send emails through my domain foureptravel.com to the domain accounts funcionjudicial.gob.ec but they do not receive Please can you help me with this problem? Fabian Collaguazo Movile: 593 99 984 4984
This Week in Zoho News - CRM Zen Show Episode 109
Click here to listen to the podcast. Zoho News Zoho Receives ISO 27701 Certification Zoho has been certified for compliance with the ISO 27701:2019, which is related to Privacy Information Management Systems. Zoho Writer Adds “True Offline” Mode True Offline allows you to continue to work smoothly even when your connection is suddenly disrupted Zoho Launches a New Website Full-on Recruiter A really nice resource for recruiters. To quote Zoho it is: Recruiting resources for recruiters, by recruiters.
Round Robin Rule is not working
I am stuck and dont know whats wrong... I have 2 Round Robin rules but only one is working.... The first Rule should assign Tickets to the "Pre Sales" Team, if "Account Number" (custom field) is empty. I "thought" that if i would make the Account Number field mandatory in the portal Ticket submit form, that all tickets which are created via portal will have the Account number. Therefore i can easily assign them to the Account-Team via round robin. Other tickets which are automatically created via
Customize the "Support Ticket" Form
Hi there, we are using ZOHO One and i would like to know, how I can customize the fields of the "Support Ticket" Form in the Helpcenter? (https://desk.zoho.eu/portal/xxxxxxxx/en/newticket) I want to add some custom fields to the form which are mandatory. I found a way to create different ticket templates, but i didnt found a way to customize the fields of these templates.... Can anyone help?
Help Center - Subsection Links redirecting to "content doest exist" page
Part of my help Center is private, the other part is public. thanks to the custom I created sidebar menu to subsections from the site and also have in content subsection links. But if a non logged in person tries to navigate to some of those subsections they get a "content does not exsits" page. Is it possible to redirect them to the sign in page the same way it works for articles? like this one : https://support.adomik.com/portal/en/kb/adomik/user-guides/data-engine
Conditional Show/Hide Fields on Webform
Is there a way to make the display of fields on a Webform conditional upon the value of another field?
Wizards - Looping Problem
Guys, Maybe I am missing something here. I watched several Zoho produced Wizard explainer videos in which it clearly shows how to add "previous" buttons that link to prior screens. SCREEN 1 - SCREEN 2 - SCREEN 3 works (via linking screens) SCREEN 2 - SCREEN 3 (via next) - SCREEN 2 (via previous) creates a loop error. When I do this in my wizards, however, it creates a "looping" error and I cannot save the wizard. Anything obvious that jumps out that you guys tripped over? JV
See All Meetings
Is it possible to see all of the meetings that I am invited to within the Zoho Meetings platform. Currently, I can only see the meetings that I am the presenter of.
"Outgoing disabled"
Hello My emails lidiane@vbscontabilidade.com.br and luciane@vbscontabilidade.com.br is "disabled". Please verify. "Mail Box disabled"
What's new on Zoho Marketplace for August 2020
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in August 2020. Zoho Desk for Zoho Campaigns Import end-users from your Zoho Desk account to your Zoho
Email workflow doesn't trigger
Hello, I have build a workflow to send an email to the customer (contact email) whenever their deal is sent (fields - number of parcel and shipping method are updated), but unfortunately it doesn't trigger and I can't track where's the problem. Step by step: WHEN Numer przesyłki (number of parcel) AND Sposób wysyłki (shipping method) are updated and CONDITIONS are that Sposób wysyłki (shipping method) is GLS AND Preferowany kontakt (prefered contact) is po polsku (in polish) THEN send an email Wasze
Currency in Bills and Expenses
1. ) I import products from different countries I need to assign costs from bills/costs associated to the importing, customs, other costs of products. Supplier - You have to assign ONE CURRENCY, In Peru i have multiple suppliers that sell to me in Dollars
Blueprint stopped working
I have a blueprint that has been working fine for over a month in the Leads module in a particular view. I have made no changes at all over the weekend to the system other than looking at Zoho Flow (but not configuring a Flow). This morning the Blueprint is not moving from one stage to the other. When I select the Blue Process button it creates the task associated with the flow but does not move the Lead to the next step. The majority of my business is based on this Blueprint so your immidiate response
Gmail IMAP Sync - Email Reports
Hi, I've been combing the documentation trying to get an answer to this, however I can't find anything concrete. Our CRM users have connected their Gmail accounts to the CRM through IMAP via the Mail Addon. It's syncing correctly, with the emails being linked to the contacts etc. So that's working fine. What we're trying to do now is start reporting on the emails that are being sent to our clients, in order to track the activity of our Sales Team for their KPIs. The issue is, none of the email reports
Failing Function
I have a custom function that was working just fine until this week. The workflow is set to create a task for a user whenever they receive an email from a contact: Workflow Runs a Function: user = zoho.crm.searchRecords("Contacts",emailAdd); taskInfo = Map(); taskInfo.put("Subject","Email Received From " + contactName); taskInfo.put("Owner",ownerID); taskInfo.put("$se_module","Accounts"); taskInfo.put("Due_Date",zoho.currentdate); taskInfo.put("Status","Not Started"); taskInfo.put("Send_Notification_Email",false);
Todos os e-mails recebidos vão para a lixeira
Boa tarde, possuo um domínio configurado, recebo e envio normalmente, mais o que ocorre que todos meus e-mails recebidos vão para a lixeira, já tentei de tudo, o que posso fazer?
Sending Mass emails, cannot find fields/buttons
I am new to Zoho and I have just upgraded to the paid Standard version. I have read the article on: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/mass-emails#Send_and_Schedule_Mass_Emails Most what is in the above tutorial is not available to me. I can't find certain fields. "1. Select any module" "2. Choose Records from the list of records > click Send email" I really cannot find the "Send Email" button. Later on you are mentioning the "More" icon. Where is it? I can't
Storage Space - Word of the day #110
Storage Space is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. Data storage is calculated by taking the size of the records that you store in every module, the notes added to the records, and the data stored in the recycle bin. The edition-wise availability of data storage space in Zoho CRM: Edition Base Storage for an Org (approximate values)
How can I print the notes inserted in the cells in Zoho Sheet?
Is there a way to print the notes inserted in a Zoho Sheet documents?
Update of Formula Field
We have added some new formulas to a module and tried doing a mass update to get the formulas to run on all 8000 records and it won't work. Currently the only is as follows: Open record in edit mode Save record With the volume we have to go through it seems crazy not to have another solution...
the ability to insert icons into the letter
In zoho, there is no possibility of inserting icons into the subject line like in Google (icons were taken from this site https://mainsms.zendesk.com/hc/ru/articles/115004539063-%D0%98%D0%BA%D0%BE%D0 % BD% D0% BA% D0% B8-% D0% B4% D0% BB% D1% 8F-% D0% B2% D1% 81% D1% 82% D0% B0% D0% B2% D0% BA% D0 % B8-% D0% B2-% D1% 82% D0% B5% D0% BC% D1% 83-% D0% BF% D0% B8% D1% 81% D1% 8C% D0% BC% D0% B0) During testing, it was revealed that they simply do not appear in the theme. Thanks.
How to create a short customer ID
Just wondering how I would go about creating a shortened customer ID number.... I know Zoho creates a unique ID for each form entry, but I was hoping to create ones unique to my form, though only 5 digits or so and not the 18 automatically generated. Thanks!
Helpdesk: automatically assign a ticket to the agent who opened it first
Since Zoho CRM does not offer the possibility of a shared e-mail inbox (i absolutely couldn't believe that, but a shared IMAP is simply not supported.... PLEASE change that!), we have to use the helpdesk as a detour. Our company has a simple info@.... address for customer contact. Since it is not possible to make this info@...accessible via IMAP for all of our ZOHO users, we now have to forward all emails from info@... to the helpdesk support email address, so that we have a "shared mailbox" there...
Getting Map information from Google maps
has anyone tried getting map information using an interface with Google maps? If so, what information do we pass to the URL
MX Records Problem
Still getting this error when I login to my control panel but I have contated my web hosting provider and they have already updated the MX Records and verified that it is already pointed to Zoho Mail. What can I do about this? Your domain ergox.net emails are not delivered to Zoho Mail. The MX records of your domain ergox.net are not pointed to Zoho Mail.
Edting Product page template
Hi Is it possible to edit the product page? I'm thinking particularly of being able to remove the social media buttons, and the reviews & ratings options. My apologies if these are governed by an option in Settings, but I've not so far found it! Thanks Pete
Sending Email Alert When New Lead Created Through Web Form
I've created my website using Zoho sites and included a CRM form on the site that automatically creates a lead when someone submits the form. But, I not able to get the workflow to automatically send out an email alert to the lead owner when the new lead is created. I followed the instructions at https://www.zoho.com/crm/help/automation/workflow-rules.html, but to no avail. Can anyone provide any assistance? Thanks
Pop-up on Edit of Contact Record: "Permission Denied: Incorrect value for Record Image field"
Hi, receiving this Pop-up error when editing a contact record. The image record has a photo in it.
Unable to Import?
I'm very keen to start using Zoho Inventory (currently using just books and CRM under Zoho One subscription) but having a problem with importing. See attached image for screenshots of steps taken. I created a couple of new Item Groups with multiple variations and then I: 1. Exported these items to CSV fie: "exportfile.csv" (see attached file); 2. Began Importing "exportfile.csv" 3. Mapped the fields (didnt change anything - just clicked next) 4. Got the result with errors and 0 items imported?
Submit Evaluation Feature
The Submit Evaluation for Interviews is WAY too restrictive. We have a multi-step interview process...so the Interview Status included do not fit. This should be able to be customized to fit the organization's hiring process. We have to used the Review area instead, but one recommendation on this area would be to have the Rating be a culmination of the reviews rather than a reflection of the most recent review for number of Stars Rating.
Notes from Lead conversion
By default notes entered onto a lead carry over to contact once convert is clicked. Is there a way to make the notes go over to the associated account page instead? Sorry if this has already been answered, I read a post saying that lead conversion isn't customisable currently. If this is the case, please inform me if/ when this will be implemented
CRM Convert a Unix Timestamp to DateTime
Hello, I am new to deluge and I am looking for some help please! I have API integration in place from my website, one of the fields I have is a unix timestamp - which I can pass as a string, but in order to make it readable and of use I need to convert it to DateTime. It looks like i'll need a script to achieve this, but I have no idea where to start. I assume I need to fetch the value from the field that has the Unix Timestamp, convert then write back to another DateTime field? Any help starting
Conditional format based on lookup field value
All, this may be a very simple question. I am trying to apply conditional filtering to a report based on the value in a lookup field. However I am getting error when setting up the criteria. Would I need to code a fetch the lookup value before being able to use the conditional filters?
About Record Add Permissions
Hi there everyone, This might be a simple question, and I might just be overlooking something minor. I am trying to figure out how to allow the permission to add records for the Zoho Support team. As I am working with them on an issue and they asked me the follow: "If the script is triggered while adding records to the form, please provide your permission to add records from our end. " I know right now they are busy, so I may not get my answer for a bit. I was hoping someone could help me here in
Edit standard modules widget text in help center
Hi, I'm trying to edit the standard module text widget in help center, but I can't see html/css sections like for header and footer. How can I edit it? I need to edit "Browse through our collection of articles, user guides and FAQs." and "View your previous tickets; know their statuses and solutions." I have to edit the bottom section with the question: "Still can’t find an answer? Send us a ticket and we will get back to you." Thanks
Blueprint and/vs. Workflow
Hello, I am on a very beginning step with using zoho and I would like to ask you, how to decide if I should use workflow or blueprints for particular things... Is there a "rule" ? thanks!
How many user are there @. this moment for Bigin?
How many user are there @. this moment for Bigin?
Activity only AM/PM?
I live in Europe when a make an activity i see only AM/PM where can i set an european time?
Zoho Mail NOT WORKING
THIS SITE CANT BE REACHED TOOK LONG TO RESPOND
Getting a "Failed to submit data. Please contact application owner." error message.
I'm getting a "Failed to submit data. Please contact application owner." error message box when I try to test my forms in Creator. I been trying to contact support but don't get a received auto response or a reply back for a few days now. Doesn't anyone know what this means?... is it a technical issue, do I need to subscribe? Any advice would help.
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