501 Could not decode user and password for AUTH PLAIN
I have entered smtp.zoho.com and when putting AUTH PLAIN, it asks me for credentials. How do I put them? 220 mx.zohomail.com Servidor SMTP listo 24 de marzo de 2020 4:55:39 PM PDTEHLO Zoho.com250-mx.zohomail.com Hola Zoho.com (201.161.90.76 (201.161.90.76)) 250-AUTH LOGIN LISO250 TAMAÑO 53477376AUTORIZACIÓN334YnJpYW4uZ3VlcnJlcm9Aa29zbW9zLmxh501 No se pudo decodificar el usuario y la contraseña para AUTH PLAIN
Zoho project Dropbox
Hi the sync with projet and dropbox is not working proprely it duplicate file in dropbox and does not sync correcly please replace the document management with Workdrive
My domain doesn't work without the www
Hello, I'm having problems when I type my website in as just bethconley.com. The website doesn't come up, it just stays on the loading screen forever. It doesn't happen all the time, but I would say it happens about 80% of the time now. If I type it in as www.bethconley.com, it always comes up. Is there a setting I need to change to fix this? It used to work, but now it's really finicky, and I can't have this not working when people look up my website. Thank you!
Zoho Mail Clipboard
Hi, Before when I was copying / pasting, from an MS Excel table, The initial format was maintained, now not ... For example now it goes like this: I have tried on different PCs, browsers, they use the desktop app, and it never maintains the original format. But a while ago yes. For what is this?
Zoho Assist Down For Hours
Zoho realizes that Assist has been down for hours, despite their Twitter account insisting to everyone that it's working?
Creating Invoice from Sales Order, control where Order Number is coming from
Whenever an invoice is created from a salesorder is created, the order number on the invoice is automatically populated with the salesorder number. It would be great if we had better control over where the order number for the invoice is coming from. In our case we have a reference number on the sales order which would like to use instead. Currently: SalesOrder.Sales Order# => Invoice.Order Number Desired Outcome: SalesOrder.Reference# => Invoice.Order Number Is there any way to customize where
Can I add a custom field to the document title in Invoice/Salesorder Template
There are a handful of fields that we like to add to the top of our invoices and sales orders. Pretty much at the same position as Order Reference, Invoice Date, Payment Terms etc... But I have not found a way to achieve that. The only "Customize your header content" also doesn't seem to work as it puts the content above everything which is barely visible.
How do i make it so that if at the end of the link there is a / it doesn't 404?
For example, If you do " https://help.zoho.com/portal/en/home " or " https://help.zoho.com/portal/en/home/ " They both work. However in my website if the user inputs the " / " at the end of the link i get a 404 file not found error. How to fix?
Sort Record - Email Status - Clicked
Is there something that I am missing? It seems so obvious that a user could take action during the sales process based on a lead or contact clicking a email, but I see no way to use this information outside of Reports. Please don't suggest using Zoho Campaigns, I am asking about Zoho CRM. Below are two very specefic examples: Looking through many of your support and marketing pages, they all mentioned "emails clicked". For example, here: https://help.zoho.com/portal/en/kb/articles/manage-email-insights#Monitor_Email_Response_Contextually
Did the 'Deals' module go away?
I am working on putting together workflows for leads, and noticed the Deal module seems to be gone in the latest Zoho version. Is that correct? Are accounts now the only things that can be won / lost?
Report of the Week - Tickets Backlog History
In this Report of the Week, let's see how to create a report on Tickets Backlog History over Help Desk data using Data Snapshot. Tracking Ticket Backlog (the number of unresolved tickets) is an effective way to determine the efficiency of your customer support process. Sooner your customers receive the solution, the happier they are. For this, Advanced Analytics connector for Zoho Desk, Zendesk or Teamwork Desk provides a pre-built report on current unresolved tickets by agent and priority. However,
Prefilled CRM form dropdown and custom email for each value
We are using the webform in CRM, for sending potential new customers a sales-document via e-mail and add the person as a lead in CRM. All the products are in a custom mules called "estates", and on this is a field showing the status (for sale, sold, pending). We are using tags to select the right template, and to show what product the lead is interested in. We made a new form for each product (real estate) and is now facing a limit of the number of active forms available. Is there a way to create
Add a description under a section
Is there anyway to add a description for a section ? https://help.zoho.com/portal/en/kb/articles/organizing-your-knowledge-base-content
App Spotlight: iQuoteXpress for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. iQuoteXpress for Zoho CRM Improve closing rates with professionally designed sales proposals made with iQuoteXpress, a single sign-on solution for Zoho CRM and Zoho Books . Get the app here Business needs The sales proposal is the most important part of closing new deals, and it has many “musts.” It must be error-free, it must have your most up-to-date pricing, and it must
API Bulk read and write
HI, My database have some problems due to wrong formats in some fields and lost of datas while testing deluge scripts :-( As it concerns "Contacts" and as they don't have email adresses for most of them, I don't have anykey to update from a csv. Thus, I think the only way is to buk read the datas and then to bulk write them. I read the online help (https://www.zoho.com/crm/developer/docs/api/bulk-read/create-job.html) but as I don't know anything about APIs I can't manage to run it. Is there any
Send as Group email on mobile app
I have created a group. Eg. Sales@123.com. I have already enabled allow to send as Group. I have no issue composing mail as sales@123.com on my desktop. However I cannot do so on my mobile phone. Drop down arrow also only shows my personal email. How to I send as Group on mobile app?
Include MercadoPago as a payment method
Hi Zoho team. Good Morning. First of all, I would like to apologize for my English, but I'll try to put a good demand for inclusion of features in Zoho Invoice platform. My name is Vilson and I would suggest the inclusion of "mercadopago.com" as a payment method. Today I work as IT Director for two companies in the health sector in Brazil (Hospital of the Faculty of Medicine of São Paulo and Medical IT Business Solutions) and it would be helpful to have MercadoPago as a payment method. Why? Similar
Zoom for Zoho Desk
Zoom for Zoho Desk This Zoom integration enables agents to schedule instant Zoom meetings with customers from any Zoho Desk ticket. Integrating Zoom with Zoho Desk's UI improves agents' communication with the customer by making meetings and scheduling easier. Agents can use their Zoom login credentials and host concurrent Zoom meetings with customers in your Zoho Desk account. Marketplace extension link, explore the application and contact us for any help, help[at]oapps[dot]xyz Key Features : Zoom
How to duplicate a lead?
Newb here. I'm entering basic data for leads I intend to contact after coronapocalypse passes. I assume at least some of the people I'm entering will refer me to others in the same organization who, hopefully, will become my Contact (in Zoho terminology). It seems to me that calls for creating a new lead with all the same info as the old one, just with different name, phone, and e-mail info. If that's true, is there a way to create a duplicate of the original lead, to spare me the hassle of re-entering
Email Opens are Tracked from My Own Inbox
Whenever I open a sent email from within my own inbox, it is triggering a read receipt to Zoho. This is triggering open emails that are not from my client but from me. I am using Gmail.
Column width formatting
Is there a way to automatically format the width of the column's in a report? I would like to either set the column width and have it remembered or automatic column width format that would size the column to the widest entry.
Events don't show up in participant contact records
I do not use Zoho email to issue invitations to participants for events, so I have to add them to the event after the event has taken place. I can add people as participants, but when I look at their contact records, the event does not show up.
Signed up for free edition of Desk but got Standard
I wanted to sign up for the free edition of help desk, but I'm on a trial of standard. How do I switch to the free version so I can test it and see if it will suffice for what I need right now? Thanks.
Zoho CRM- IP address for login history
We had a malicious data breach from a former employee. Is there any way to get an IP address from the past logins for a certain user? We just need to confirm that another individual didn't use someone else's login info (which is private but you never know) an IP address would be sufficient, this was less than 1 week ago. Any guidance would be appreciated. Thanks in advance.
In expensse report i cant see merchant name
Hi, im using zoho books and zoho expenses when i check expenses report on zoho books i cant see merchant name. i can only see vendor name which is empty. when i check from zoho expenses i can see merchant name. Am i doing anything wrong?
Zoho CRM customer portal - change user email
Hi, I want to change the email and name associated to a particular portal user. The user is seen in screenshot 124. I modified the Contacts record associated with this user: I changed the name from "vendeur profab" to "Inventaire MLS" and the email from "vendeurprofab at gmail dot com" to "inventairemls at gmail". (Screenshot 125) The changes made on the portal user's record is not reflected in the portal user list. Please help!
How to Run an Action Between Two Modules?
Could someone help me with running this task between two modules, please? A contact has 3 custom fields (check boxes A, B, C) that are manually filled. A job is created for that contact. This job has another custom checkbox X. It needs to be automatically checked if either of those A, B, C boxes are checked. Multiple jobs can be subsequently associated with a contact. Everytime an action needs to be done to see if checkbox X needs to be checked or not based on the same criteria. Thank yuo!
Intercom intergration - Priority
Testing out the intercom integration and noticed that it created a new priority 'medium', and whereas I already have one named 'Medium' (capital 'M'). V. small issue, but creates confusion. Can this be amended?
Can I do litmus email test from Zoho CRM?
Is there any way to do litmus email testing from Zoho CRM? I know Zoho Campaign allows this to preview what the email would look like if received by desktop/mobile and a variety of clients (gmail, outlook, etc.). Is there any way to run these sort of litmus tests for emails from Zoho CRM?
Development Work during Lock-Down
Good day I have been developing our own internal apps for a non-profit for the past 4 years, for no income. Now, with the worldwide pandemic I suddenly find myself in lock-down, with no options of income for at least the next month. I am not yet a certified developer, but I would appreciate it if there is any development work available and if someone would be willing to give me a chance. This is my only hope at this stage. Please contact me at hendrikfsmit[at]gmail[dot]com
Is there a Zoho ShowTime and Zoho Meeting API?
Hi, Can we integrate full functions for Zoho Meeting /Wibenar and Zoho Showtime to our website? Looking forward..
Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.
Google Chrome Shortcut Text
My website's favicon turns up in Google Chrome's Homepage as a shortcut. The text below the favicon says "Home". I would like it to say the name of my website. I cannot see how to change that. Any advice?
Automating follow-up with Zoho CRM
I am looking to send additional emails and create tasks for people who register for a webinar but after pushing the contact into I do not see how to search in Leads for these contacts or what field I can use to trigger a macro I will create.
Cannot receive emails
feralcosmetics.com mx records show up fine can send emails but cannot receive. thanks
I can't receive email on my email adress
Hello, I created a zoho account 3 days ago, and until now i haven't received any email. So i checked and tested to send an email from my gmail account to my zoho account, and it tells me that the email cannot be delivered. Can you please check why ? Best regards
Custom Function to create Project and Task from Estimate
I would like to automate creation of a Project from an Estimate or Invoice, and also create a task. I'm assuming I would use deluge scripting language to accomplish this. Before I dig in to writing a function, is it possible to accomplish my objective? If so, is this the best place to get assistance with writing the function if I need it?
How to list / edit / delete Contacts added from Signup forms ?
Hi, We are synchronizing our leads & contact from the CRM to campaign. We also added a signup form (aith reCaptcha) on our website, si visitor can subscribe to one or multiple newsletter list. We noticed (only lately) that we have a lot of new subscribers in our Zoho Campaigns contacts. They are definitely spam due to the data shown (first and last name are all the same). These new subscribers are not synchronized with the CRM (not even appearing in the Approve list), but Sales Signals mentions them.
Email templates background images
The background images to my email templates are being stripped. They sow fine in the preview but when I save and they are sent the entire background part of the html tag is being stripped and not shown. How am I supposed to embed the images?
HELP US ENDURE THE CORONAVIRUS CRISIS: Enable partial payments for internal staff
Hi, Given the Coronavirus pandemia, all businesses are going to suffer from a high level of late payments. Would it be possible to enable the possibility for our internal staff to decide what amount of an unpaid invoice we want to try to charge. This would enable us to get paid for at least 25, 50 or 75% of the invoice amount, in case the customer does not have enough money to pay for the full amount, but can pay part of the amount due. As commented above, I would restrict this possibility to the
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