Zoho mail server refusing connection (Socket error code 10061)
Hi, A client tried to email and for some reason the zoho mail server appears to have refused the connection. I looked at the server response and it was "Socket error code 10061" Is there some way to solve this problem? Is something misconfigured on the Zoho server? Or is there something I can do on my end? Obviously this is a major problem if it recurs because it affects my business. Thanks for any insight or help.
Zoho portal
Good day I would like to know if it is possible to use one Zoho portal for multiple Zoho applications. What i mean by this is the following. If i want my customers to see data that was stored in CRM and books and scheduling, is it possible to show all this data in one Zoho portal? Kind regards
Email with variables
With your product, is it possible to import a csv with a list of emails in one column, name in another, and a list of unique urls in another, and based on the email address, it will embed the unique url into the email template? So it would look something like this: Hello [Name] Please see your report here [link to unique report]
Account 25 Users Free
Hello, I created an account in Zoho and would like my account with permission for 25 email accounts, I just want to use email, I'm from Brazil and on the site you say 25 users free. I await your position! Attached is proof that there is what I am requesting. I'm from Brazil
Passing Parameters to Report URLs
I was wondering if it is possible to pass a parameter to a report so you could filter based on the parameter. So let's say you have a report that has different Codes....High, Medium, Low...and you only want to show data that has a code of High. So you have a link to the report as such:- http://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1111111111111&STANDALONE=true&privatelink=2222222222&ZDB_THEME_NAME=blue&REMTOOLBAR=true&Code=None Would be good if there was the ability to pass the Code=None query
Localization for desk community and knowledgebase
This feature request has two stages Add auto localization for desk front-end Home, My area, Knowledge Base, Sign in, Sign up pages contain tabs, buttons, drop down lists, details that predefined by desk web applications (Detect user country and auto localize) (Configurable) Add administrators to enable or disable auto localization feature for rest of contents such as knowledgebase articles, community topics that written by administrators, staff or users. (this must be optional feature for convert
Restrict users from adding requests
Hi, Is it in your roadmap to restrict users (with the user group function) from adding requests? This is a feature we would really like! Thanks, Helen
I was charged randomly on my credit card
Hi, I was charged a 34,65 $ CAD but I don't know why. I dont even know how zoho got my credit card. I'd like to know how to get a refund.. I tried to reach Zoho support, but i'm not registered and they ask me my info to start a free trial etc.. I have a free account on Zoho mail, but I never registered for a paying account and I would like to stop this I can give you the confirmation number of the transaction, but I didnt find any phone number or email where i can get support on your website..
Zoho MX on IPv6
Hi, I already support web/dns on IPv6 address, but my/your Mail server don't support it. Domain mx.zohomail.com has no AAAA record . Why? Is there plan, to change it? http://ip6.nl/#!testomato.com
Tips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge
This time, we'll be taking a look at how you can use Webmerge to create and send invoices automatically to your customers as soon as an invoice has been raised for them in Zoho Subscriptions. Our weekly tips and tricks help you get the most out of Zoho Subscriptions. Go ahead and check out our previous post about 5 features that are exclusive to Zoho Subscriptions' mobile apps, in case you missed it. How would this help you? Zoho Subscriptions provides customizable email and PDF templates that you
How do I create a Flow to execute one time based on a field update in the Deal module in Zoho Flow?
I have created the flow to create a row in SmartSheet when a deal is won. The flow is executing every time the deal is updated. How do I adjust so the flow executes 1x for each deal moved to Closed Won?
How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?
Adding POP3 in zoho email
Hi, we trying to add pop3 email in zoho but it said unable to connect to server, check our server details. May we know how to solve this? Thanks.
CRM Lead to Deal Based on Replies to Email Campaigns
Hello all, I am using the CRM & Campaigns app. Currently we send out multiple email campaigns per month. What I am trying to achieve is that when a Lead replies to any campaign, it automatically converts the Lead into an Account and also creates a Deal assigned to that account. Is this possible? Cheers
Update a field in Deals module, when updating a field in Custom module
Hello, i have a custome module called "Descuentos y Plazos Esp" I have a field in this custom module called "Plazo Concedido en días". i need to update automatically a field in Deals module, with the same value. This field name is "PLAZO CONTRATO" Example: When "Plazo Concedido en días" is not empty, then update the field "PLAZO CONTRATO" with the same value. Note: PLAZO CONTRATO field is in Deals module. Thank you
Picklist history in functions
Is it possible to access picklist history records from functions? I have a Blueprint based on the stages of a deal and I'd like to write some code that accesses the history of the stages. Thanks
autofill lookup field in subform
Thanks for any help on this. I have created two forms/tables: property and building. building is child of property and has a lookup field of 'property name' in property table. I added a subform building to property mainfrom. My goal is: 1. when user edit an existing property, all the buildings associated with the property through the lookup field will be shown in the subform of the property. 2. when user add new building to an existing property, 'property name' is automatically filled in the subform
Zoho Books
I am a one-man-band business owner, but have several streams on income into different businesses. I would like to use Zoho books, how can I set this up for 5 different businesses and their bank accounts? These are small revenues of £5-20k per year, so
Urgent Gmail issue
I connected my Zoho and Gmail accounts. I can send emails from Zoho email adreess viaGmail, but the responses are only reaching the Zoho inbox... How can I make them appear in the Gmail inbox as well?
533 Relaying disallowed
I get the error 553 Relaying disallowed When I send emails from gmail -> zoho and vice versa. I changed the Mx for the domain, but the notification keeps popping up that they are not directed to zoho. How can I solve this?
Fill in new lookup field automatically
Hello, I have built a workflow which should create a new lead entry for certain lead criteria. This works so far. But now I want to have a look-up field in the new entry automatically filled out by which lead this entry was created or recommended. What does the function have to look like? Thanks a lot. Sascha
Execute Scheduler type tasks in CRM through Cliq
Hi all, is it possible to run scheduler type tasks from Zoho Cliq on the records in Zoho CRM? There are certain triggers that I am watching through another related app and have a BOT in Cliq. I was hoping I could trigger an update to certain records in Zoho CRM based on certain values picked up by the BOT, but trigger it from Zoho Cliq itself. Any suggestions?
Zoho CRM and Recruit Calendar
I'm a CRM and Recruit User and I don't understand why the CRM calendar is not the Recruit Calendar for the same user ? I'm obliged to get 2 calendars and it is not easy to check both everyday...
Source IP address of Zoho servers for postUrl() commands
Hi, Is it possible to get the current IP address range of Zoho servers making postUrl() requests? We'd like to whitelist these addresses from our firewall. It would be useful if these addresses were published on the docs (or maybe they are, couldn't find though ;) Best regards, Ville
Spectra Integration with Zoho People
I have got Spectra Bio Metric System Installed at my office Spectra QuadXs 2C, I want to integrate it with the Zoho People, we have got just one Controller controlling the four Bio metrics, and one PC where Spectra Software is installed. Can anyone share any relevant documents on how to integrate spectra bio metric with Zoho people
Do we have to pay for Volunteers using the CRM platform?
We're not making any profit, have 3-4 admins, and have about 20 volunteers to help us in the CRM. Do we have to pay for volunteers when they call/text/email to our leads?
Kaizen #38 - Calls #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Calls via an API. What are Calls in Zoho CRM? The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in
Cancellation
Good day We cancelled our ZOHO subscription. However we just received an invoice that our subscription was renewed, we do not want this. Please assist me in cancelling and getting our money back.
API - Word of the day #70
API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. REST APIs: Access and work with almost all of Zoho CRM's components using
How to move from Office365 Mail to Zoho Mail?
I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen
Facebook and Linked fields
Hi, I see that Zia in the data enrichment can add Twitter, Facebook and Linkedin information for a lead or contact. Twitter field already exist in the CRM. I'm a bit confused, there is no Facebook or Linkedin field by default. Should I create one? I know there is already a Facebook integration, so created a custom field might not be the best solution, maybe I'm not seeing something obvious. Thanks for your help.
Minimum transaction amount
Right now, if we put the renewal date on the 1st of each month, it seems like a customer who subscribe just the day before will have to pay for 1 day then need to pay again the next day to renew their subscription. Most system that allows this option will give you the option to say a minimum of days to the bill, so if it's below that number of day, it will bill the current month + the upcoming month. Example Number of days in the month: 30 Monthly Price: $60 Renawal day: 1st of each month Minimum
Implement ASAP for Mobile Platforms on a React-Native App.
Hello. I am currently developing a React-Native app for mobile phones and I wanted to include the Mobile SDK in order to include the Customer Support dashboard. I am not knowledgeable in Java and some questions have arisen when trying to follow the step by step documentation. First, I added the 'Initialize the SDK in Your App' code snippet like this: @Override public void onCreate() { super.onCreate(); SoLoader.init(this, /* native exopackage */ false); ZohoDeskPortalSDK.Logger.enableLogs(); DeskConfig
Valid TimeZone value for Outlook
Hello, I would to have some assistance with this issue. I created a flow named: Zoho Bookings - Outlook (Description: Create a new event in Outlook when an appointment is booked in Zoho Bookings) The flow has failed and the error message is: Outlook says "A valid TimeZone value must be specified. The following TimeZone value is not supported: '{"timeZone": "America/Chicago"}'." Can you provide an example of the correct TimeZone for America/Chicago? Also, when the event is created in Outlook it is
Zoho Connect external networks - web chat?
Hi all, I am trialing Zoho Connect external networks for use in building a community around our products. I was asked if this application supports private chats and I was like "yes it has web chat" because I recalled seeing this on the pricing page. However I can't see anywhere in the guest UI how to start a private chat? (I also should note that I can't find any documentation on this "One-One Chat (Web)" mentioned on the pricing page) Is chat only possible using Cliq chat/channels between intranet
Learn to Create Amazing Appointment Scheduling Sites for Any Industry
Any regular person looking to buy a product or avail a service today turns to the internet as the first source of information. In today's digital world, all the top firms in any industry will contribute much of their recent success and growth to their presence on the internet. When customers find you along with several other businesses in your industry, they are very likely to compare you to them to know who is the best. This is why you need a fantastic web presence that includes an appointment scheduling
SaaS: Create Fantastic Appointment Scheduling Sites
SaaS Companies can make use of the appointment scheduling site to handle appointments just as many organizations do. These scheduling platforms can help coordinate the appointments, particularly for small businesses, and save a lot of time and resources that could otherwise be used elsewhere. Such platforms can also be used for marketing purposes, as they offer a perfect forum for doing so without having to invest more. A fantastic online presence can help you communicate much more powerfully with
Salesperson: Learn to Create Amazing Appointment Scheduling Sites
If you are a salesperson who has a good business where you meet a lot clients in a day, you will definitely know how much time you can waste by just managing appointments. Also, your clients will have to go through the vintage method of calling to schedule an appointment when most of your competition will have moved on to an appointment scheduling site. This is where a lot of people start drawing the differences between you and your rivals in your industry. An easy and intuitive user experience is
Non Profit Organizations: Create Fantastic Appointment Scheduling Sites
An appointment scheduling site for a non-profit organization can be used effectively if implemented in the right way. Most non-profit organizations are in a position where they actually need to sell themselves and the cause that they are contributing to such that they can keep running the organizations. In such a case, an appointment scheduling site can help create the impression that your organization needs to inspire people to your cause. This is important because if you do not have one that is
Customer Success: Learn to Create Amazing Appointment Scheduling Sites
Customer Success is a growing field where many businesses can achieve success in growth due to help from experts in the field. Interaction with the client is key to making most of the time available to help the customer. Using a scheduling appointment platform will also allow you to concentrate more on your work, rather than waste time handling appointments, which in turn will increase your efficiency in doing the former. You will need an appointment scheduling site to do so such that your appointments
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