Unable to receive emails
Hi I am unable to receive emails that go to my new email are you able to check it. I get an error that shows like this when my email gets rejected. imf30.b.hostedemail.com rejected your message to the following email addresses: sales@bolinostudio.com (sales@bolinostudio.com) Your message wasn't delivered because the destination email system rejected your message for security or policy reasons. For example, the email address might only accept messages from certain senders, or it might not accept
Hiring Pipeline view on Candidates page
I'd like to request the hiring pipeline be available directly from the candidates page. I've attached an image of the hiring pipeline accessible from "binocular view" but there is no way to access this from the candidate page view. I noticed a comment some 9 months back saying this feature was being worked on... This would be an excellent addition to the interface.
How do I fetch data from a subform?
Here is the scenario: Form 1: Submit_issue Fields: WorkOrder (autonumber) Issue (multiline) Notes (subform - form 2) Form 2: Notes Fields: Date Time User Note Form 3: Open_Issues Fields : This_work_order (lookup field -> from work order on Form 1) Notes (note field where I output data) Submit_issue form has a subform called Notes. So within the subform you can submit as many notes a you like as it pertains to the main form (Submit_issue). I am trying to
Forecasts - Word of the day #19
Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. Within Zoho CRM, your forecasts are automatically generated in the form of charts and textual information to provide you with a personalized view of your real-time business for tracking and fine-tuning the sales process in your organization. Check this knowledge-base article to learn more on working with Forecasts Here's a quick video on how to set up Forecasting in Zoho CRM: Previous 'Word
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding Dick, and the third one is in regards to Harry. I need to be able to associate each of the emails to the respective accounts for Tom, Dick, and Harry,
Desk User Profile
We find a significant amount of disconnect and missing functionality in the User profile for our customers accessing Desk. I would like to propose some changes be made and would like to get the feedback of our community. 1. User profile layout ( aka 'My area' ) controlled and manipulated to suit business needs. ie. Add additional fields, allow some or all of the fields to be edited by the customer. Also, if we have them in Zoho CRM, then we should be able to pass some of that information to their
How to create taxes based on custom fields instead of total
Hi, It seems that in all Zoho products, taxes are systematically a percentage based on the product price. However, taxes on products like alcohol are based on the volume of alcohol in a bottle. Example : - A bottle of 1L contains 20% of alcohol. - The volume of acohol for this product is typed into a custom field, but I am not able to generate the corresponding tax which is a formula like (1*20*0.015). I have tried to do it making the calculation via formula custom fields, but then the calculated
HELP -- Copy dashboard from one instance to another instance?
Hi All, I actually want to do what is suggested here (https://help.zoho.com/portal/community/topic/tip-of-the-week-templatizing-a-workspace), but I need to take the workspace and reports, etc to a different instance. I have multiple instances (on different servers), but the data structure is the same in all instances, (data sets are different). I would like to have the same dashboard in the different instances, but do not want to have to create them from scratch each time. Does anyone know how to
Zoho Flow creating Zoho CRM entry and data type problem
Hi all, I'm trying to connect Calendly with Zoho CRM. From a logic perspective, I'd like the following to happen. Client schedules a call in Calendly Call is added to Zoho CRM record A Task is created with a due date 14 days after the scheduled date of the call The call is added just fine - no issues there. When I try and create the follow up task, I'm running into issues, specifically with the due date and data types. No matter what I try, I get a data type error on the CRM side. CRM is receiving
Hacker is Sending Messages from My Account
In my Sent folder, there are many spam messages sent out. But I didn't create them nor send them. It's unlikely that somebody signed into my account to do this because it would be extremely time-consuming to send these many spam messages manually. Could somebody have hacked into Zoho's system and used my address to automatically send out spam? If so, how do we stop this?
Ask the Experts #8: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're all set to host our next online community event Ask the Experts #8 on 22nd April 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as
Getting around the reporting time limitations
Hello, How are folks getting around the restriction on reporting for data created within the last 366 days? We have data that is over a year old, including accounts that were created when migrating into Zoho. With the 366 day restriction, I'm no longer able to run account reports across all accounts due to the restriction. Although we have the ability to see previous FY and current FY, without running 2 reports and combining the data (thereby doubling effort) we are unable to see a complete picture
API for contact role in potentials ?
Is there an API to set/retrieve the contact roles of a contact linked to a potential ?
What's new in Zoho Projects Marketplace
March was a happening month for us as we had many new extensions coming in. Here's a list of all the extensions we recommend you to check out: SugarCRM for Zoho Projects If you are an avid SugarCRM user who loves to plan and track your work with an effective
Different Profile Layouts for Different Clients
Hello, is there a way to set up different profiles views for different clients? For example: Web Design clients: This is information listed on the main client profile but is not needed for web design clients: Onboarding emails Onboarding phone calls Monthly Reports Information Listed on a related list we created that is not needed: Analytics Info Reports Certain logins Realistically we can leave this information blank, but its takes up to much space. Thank you!
Create a text document that is dynamic based on data inputted into creator by the user.
I'm using Zoho creator to create an Application which analyzes data thats given to it and creates a custom "text report" based on it. My plan was to have several pre determined documents that have dynamic variables within them. Do I also need to use Zoho writer to do this? Or would this be possible with deluge scripts alone? I'm new to Zoho as a whole and deluge. Thanks
Restrict report access by customer (NOT user) ZC5
I want to restrict access to records in reports by customer. I will have multiple customer portals on my db and when a user accesses a report they need to be able to see ALL records for their customer, irrespective of which user added that record. I have created a deluge script that add a unique Customer ID to each record based on the user logged in. I want to restrict access to reports based on Customer ID that belongs to the user logged in. Can I do this?
No admin password, can't delete anything
Hi, I recently signed up to zoho using my existing google account. I was testing the mail functions with my own domain and created a couple of users etc. But then when I went to delete them I couldn't because it kept asking for the Admin password which does not seem to be my password which I use for my google account. I do not recall ever setting any other password anywhere and I can't even "reset" the password because I need the admin password in order to reset the password (seriously!). Looking
Mass Email "Send Mail" does not update "Last Activity Time"?
The problem I am having right now is that I want to email a number of contacts through the mass email ("Send Mail") button on a specific view. Typically, I sort a specific view by "Last Activity Time" so I know who to send an email to. With that in mind, when I choose 2 or more contacts and press the "Send Mail" button, select template, everything seems to work. My contact gets an email and all is well. Having said that, the problem I am having, the "Last Activity Time" is not updated. My workarounds
Live form url character limit.
Greetings, We've noticed that when you add the url of a live form, on the selection pane (where you select/click a the form), the iframe fails to load. When we try shortening the url to a certain length, the iframe loads just fine. This is fine for most cases, but for SEO, we need to have the url/permalink of the page to be a certain length, to accomodate for the keywords on the link. Is it possible to increase the max length of the url used by the iframe? 255 characters should be sufficient for
Can't see Shared Folder on Android App
Hi, I have a shared folder between 3 users. It works well on Webmail but we can't see the shared folder on the ZohoMail Android App. Can you help?
Do I have to have Opt-In permissions to send a Campaign
I have a list of contacts and accounts in CRM. These are people that I do business with. My question is can I send Campaigns to these contacts or do I have to have them Opt-in? What will happen if I send with no Opt-in? Thanks
Importing from Excel
Hi, I want to import a bulk of manually created data in Excel into Zoho accounts. I know how to do the final stage of importing the file on to Zoho. However i want to set up my Excel spreadsheet correctly so the data can be read by Zoho. Can anyone help me with an example of how the spreadsheet should be set up?
Ask the Experts 08 - Remote working and email marketing with Zoho Campaigns
Ask the Experts is a virtual Q&A session, more like a live chat. You ask us your questions and our experts will help you out with answers. You are given the option to start asking your questions now, while our experts will be answering them only during the specified hours. Hello, everyone! As the remote working is slowly becoming a new reality for us today, the primary goal now, especially for marketers, is to maintain consistent and proper communication with customers and teams who are now spread
ZohoCliqのWeb会議機能(ベータ版)のご紹介
Zohoコミュニティのメンバーの皆様へ Zoho Cliqの動画会議機能（ベータ版）が公開されています！ 複数のユーザーとカメラ動画を共有しながら会議が可能です。 特に在宅勤務を行なっている方は、ぜひcliq web conference toolを試してみてください。 詳細は以下の投稿をご参考ください。 【Zoho Cliq】動画会議の利用 ＜Zoho CliqのWeb会議機能の主な特徴＞ １.無料プランで全部利用できます。 ２.リンク一つで会議が行えます。 ３.最大９人の顔出し/画面共有会議が可能 ４.外部ユーザーが参加可能（Zohoアカウントログイン必要なし） ５.動作が軽いです。 注意点： モバイルでは1vs1の動画通話のみ可能です。 Zoho Japanコミュニティチーム
How can I disable double opt-in?
Hi there! I have a single question, how can I disable double opt-in? I know that is't possible because it's mentioned here https://help.zoho.com/portal/community/topic/can-i-disable-double-opt-in-for-forms-or-api but I don't see this option in my web form as you can see in the attached image Thanks.
Solutions - Word of the day #18
Solutions are the resources within the organization that help solve recurrent problems encountered by customers. Check this knowledge-base article on working with Solutions module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Cases Next 'Word of the Day': Forecasts
Add another email (CC) to Invoice and Email notifications.
Is it possible to add a second person in the CC part of the email for invoice and estimate notifications? I do not see an option to select a second person, only an option to select the primary person in the email templates.
Can't send from email aliases configured in Airmail
I use the Airmail application for Macintosh as my email client. I've added some aliases (already configured in my Zoho control panel) but am unable to send email from those aliases via Airmail. The SMTP settings in Airmail appear to be correct, and my main email address is able to send properly. It's only the aliases that don't work. I've also verified that I can successfully send from the aliases when doing so through the Zoho webmail site.
Adding Social 'Share' function in an email campaign
Hi. I am setting up a newsletter and at the bottom have added the social media widget. However, I don't want the links to go direct to the social media, I want the links to 'share' the campaign, not just visit my social media pages. (eg. https://www.facebook.com/sharer/sharer.php?u=http%3A%2F%2Fnewsletters etc. etc. ) Can anyone help on how to set up? I have integrated my social media pages/brands with my zoho account already.
SLA changes every time customer responds
We sort our tickets by which ones are closest to SLA. One issue we have currently is that every time a customer responds to their own ticket it updates the SLA even if no agent has touched the ticket. Example: If we have an 8 response hour, if after 7 hours we have not touched the ticket, but the customer responds, it will extend the SLA another 8 hours. A few times this has happened multiple times causing us to not notice the ticket for several days because the customer kept responding (as it was
Update Email field in Deal from contact details
Hi All, Im starting using functions in zoho, i'm trying to fetch email address from contacts and set into a custom field ("Email") in Deals. By now I barely have this code, but is not working: mp = zoho.crm.getRecordById("Deals",dealId); mp=map(); mp.put("Email",Email); updateRecord = zoho.crm.updateRecord("Deals",dealId, mp); info mp; info updateRecord; The arguments DealId is pointed to the Deal ID and the Email is pointing to Contact email. Hope you can help me with this
Blueprint must allow loops
First, keep in mind that Zoho CRM is missing Verification rules. I you need to make sure the address id filled before changing a Deal Stage or Lead Status you are dead. There is nothing to ask users to fill data before they do something. An "Alternative" are the Blueprints. You can setup verification rules in transitions. So we are trying to create some Blueprints. The problem: Even in Lead Status or Deal Stages users need to be allowed to go back to previous states some times. For example: A Lead
emails sent to me bounce back as: domain non-existent
I have a zoho mail email address, and i can send emails but cannot receive any for some reason. When I try to send an email to my zoho account from another address, it bounces back and says that it's undeliverable: nonexistent domain. However, my domain clearly does exist and I can send emails from my zoho account to other email addresses. What is going on? How do I fix it?
Need to create a callback URL to get incoming SMS messages from API
Hi, I need to get all incoming SMS notifications from a site I use for my application. I created a callback on the site I use for this task. https://smsgateway.me/sms-api-documentation/callbacks Can anyone help me how to accomplish this? I'm not a developer but I was able to create everything I need for my app by myself until I hit this stumbling block. This post seems to answer my questions but I can't access the links. https://help.zoho.com/portal/en/community/topic/api-and-url-callbacks Any
Integrate Zoho CRM with Amazon Quicksight
Has anyone integrated Zoho with Amazon Quicksight? I know I could use Analytics, but there are various non-Zoho related reasons that I need to do it from Quicksight too. I suspect that I will need to create a separate MySQL database synced with Zoho and link Quicksight to that. Any thoughts? Thanks Matt
HTTP PUT/DELETE for Constant Contact API integration
Hello, I am trying to do some integration with Constant Contact. Some of their API requests require the use of the HTTP PUT or DELETE requests (https://constantcontact.mashery.com/io-docs), but it looks like Zoho only has GET and POST implemented (https://www.zoho.com/creator/help/script/built-in-functions/built-in-function-url.html). Is there a workaround for this?
Update Record in another forms Report
Hello, I am trying Update status of few records in "Purchase Order" form from "Inventory" form when i tried to code that it said this type of updation is not supported. Records in Purchase Order form are in Subform is there any other way to do it?
Noticed a few issues.
I have been using ZR for a while and these are the issues or problems I am encountering 1. Formatting in email template is always incorrect. How much I keep it to one font it changes and the line spacing is always off. 2. When a candidate submit an attachment with small file name, it never overwrites. So one have duplicate attachments with same file name. 3. Candidate portal is great, but these are the observations When candidate applies they do not receive email submission Candidate portal - has
Add Note to related list record.
Hello, i wanted to ask if it is possible to add a individual note for each row in a related list? For example, I have a list of products i showed to a specific contact. When i select the product in the related list on the contact side, can i add a note for e.g. how my contact liked it? I added a picture below. Thanks and regards, Andreas
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