Discontinuing Instagram Personal profile support [Updated, extended till 25th]
Update: We are extending the Instagram personal account support until March 25th, 2020. If you're still using a personal account, please switch to a business account now, before it gets disconnected from Zoho Social. Hey everyone! On 31 March 2020, Instagram will deprecate its Legacy API Access for Personal Profiles from all third party applications. This means that third party applications like Zoho Social will no longer be able to manage Instagram personal profiles through legacy API. Read more
Unable to process your request
Good morning! I am going back through our tickets and updating missing fields like product and due date. i have done around 30 and now when i try to amend the due date to have data in the field i'm getting unable to process your request. Is there a limit on updates?
Zoho doesn't receive emails sent from PHP
Hi, I have succesfully set up my Zoho account, with my own domain (firmatverkkoon.fi). I updated the MX records, and I can now send and receive email from my new email address (tuomas@fir...). Then I tried to make a contact form using PHP, to my website. The contact form works, but when I config it to send email to my new email address, the messages don't reach my mailbox. If I config the form to send email to my other address (on Outlook), everything works fine. I found some email logs from my web
zoho meeting and workspace subscription
Hi zoho, I have 3 users on workspace (mail docs et al) and i notice that there is a meeting app too. It says up to 100 participants, but how many do I get for our workspace subscription. Thank you
zoho books
ZOHO Booksで会計を始めました。 顧客からの支払いがあると 仕訳帳では、通常、未収金から銀行に処理されるのですが、 預り金に処理されてしまう場合があります。 どうしてでしょうか？
Help with CRM - Books integration Use Case
Hi, we have been using Zoho CRM for a few years now and would like to start using Zoho Books, but I have not been able to find a way to make it work for our use cases. Background 1. We need to invoice from at least 3 different companies 2. All potentials
Sorting in Kanban Board Extension
I love the new Zoho CRM's Kanban Board extension from the Marketplace! It became my default page for Zoho CRM! I use Zoho Projects but what I find super useful in CRM's Kanban Board is that I can visualize all my Deals by stage but even more importantly, have a cool overview of all tasks related to the Deals. Before discovering this board, I would manually copy them to Zoho Projects. Now I don't have to! I created workflows which auto-generate tasks based on a custom Deal stage. It is awesome to
Synchronise account products from Books/Subscriptions to CRM
Hi, The company I work for uses the Zoho One suite. We're pretty invested in Zoho CRM, Zoho Books, Zoho Subscriptions and Zoho Campaigns. For our Campaigns it is important that we send e-mails based on the products our customers use. Our best source of 'who uses what' is Zoho Books (or Subscriptions), since we send out invoices for the products our accounts use. Here's where I have some problems: 1. How can I update the accounts I have in Zoho CRM with the products the accounts get invoiced for
TIP: How to create and use Stateless form to edit an existing record
In case helpful, since it took me awhile :-) The use case is to have an alternate form, open it from a report's Edit menu for a record, pre-populated with that record's values, and edit/submit the Update. Below shows the bigger picture and assumes some experience. Summary: * Create stateless form from existing form, choosing the desired fields. * Create a custom function that opens the form and passes the record ID, and on the report, add a Custom Action that creates the link that triggers the form
read/unread flag not syncing between outlook and android
I'm running outlook (IMAP) and my phone is a note 4 using msync.zoho settings. I also have my work email (exchange syncing to my note 4. If I receive an email, it arrives successfully on both my computer and phone. If I open the message on my phone, it changes from unread to read status on both the phone and computer. Likewise, if I mark a message as unread on the phone, that status is passed to outlook on the computer. However, if I open the message on the computer first, it never shows as
Cannot Log ing
I can't log in to my devices and I can't get in touch with technical support. Please let me know if this is going to be the norm. We work remotely and can't access the system for hours. We'd like to know was going on. We'll switch providers if you can't provide support in a timely manner. Thanks, 929-466-8674
ACCOUNT BLOKED: Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.
Hi, we are having problem with temporary and now permanent account block with the error: Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime. We only send to around 10-12 emails addresses at a time and today we are completely unable to send any email. Can you please lift the block from our account? PS: the account having the issues is info@d...........al Thanks I advance.
Zoho Work Drive not syncing successfully
My team and I are currently in the process of moving over all files into the Zoho Work Drive. However, we are running into issues where the files do not sync properly. The two most common problems are: 1. Not all files in a folder will sync when it is uploaded or drag & dropped. 2. Some file names or extensions will be changed when they are moved over. These issues are making it impossible for us to complete this important task that will allow us to work remotely. I sent a request previously,
Change Portal Name or Delete Portal
I need to change my portal name or delete my portal and start over. I could find nowhere to accomplish this myself.
Urgent Help with Sending Attachments on Emails
I have a form where the user can upload a file. Once the user submits the form, an email is sent to a group of people with the fields completed by the user. Is there a way to attach the uploaded file with this email? Thanks!
Zoho CRM Webform Styling ERRORS
Please, for the love of all things holy can some look at the form style errors that are hard coded into your forms code. Ridiculously, the form code has 2 columns, but only uses one column. A rookie error that should be addressed.
Remove Customer Portal
HI, As a test I created a customer Portal for one of our Creator app. Now, I like to remove the feature. Not only disabling it, but removing the full access and URL. How can I achieve this ? thanks.
Printing on writer
Im trying to print multiple records through merging exsiting data from creator using zoho writer. But all the records are merging onto the same page instead printing each record on a different page. Can anyone help? Thank you
Not receiving SOME email
I have recently migrated to Zoho, less than a month ago, 6/27/2017 to be precise. Currently I am using the free service. Given my experience to date I am not likely to upgrade as I was planning. I see many replies in the forums from support. As support has yet to reply to any of the emails I have sent them, perhaps I can get a reply here. The first message I sent was the day of the migration. Ironically my problem is not receiving email from some senders. Not all. Most email gets through. I have
Magento Website Integration
Hay, Is it possible to integrate Magento website with zoho creator through Rest API? Don't want to use third party App's. can anyone help me with any documentation ? or how do i start ? Thank you in Advance.
Dynamically Selecting and Updating Multiple Records
Hi All- I have a form ("Equipment Form") that contains multiple pieces of equipment of multiple equipment types from multiple locations. One field in this current form is a "Runtime Meter". I would like to provide a user the ability to select a location and equipment type (lookups), fetch and display the applicable current "Runtime Meter" and allow for that field and a "Meter Reading Date" field to be updated with a new meter reading. Essentially, the user will dynamically select, view current
Mail Merge Not Working
Print preview works, but unable to run mail merge from any module.
Searching from a particular view
It does not seem possible to be able to search records in a particular view. If you change to that view and enter a search term, the results are returned containing records from All Customers. Here is the problem The 13 records below represent one customer. 12 of them are inactive. you cannot get this result and then narrow it to active customers. This adds tons of extra time/clicks to our day. We need to be able to limiit our search to active customers.
What is "Allow Security File Write" in Zoho Mail for Windows
What is "Allow Security File Write" in Zoho Mail for Windows 10, 64bit? Should it be checked or not and why?
Disable all emails to clients
We do not want Zoho sending emails to clients without our explicit permission. Is there a way to disable all emails? For example, when I associate a project with a client, they get an email even though we have indicated that they should be opted out of all emails. Quite frankly, it is infuriating that the system is, essentially, sending spam to people just because we want to be able to track that they are associated with a project.
Do ZohoSign custom modules count against the maximum I am permitted to have?
I have a five-user license for One. I believe this gets me up to 10 custom modules. In the "Modules" section of One Setup, there are three modules labeled as "Custom" but which are associated with the integration of ZohoSign. Do those three modules count against the 10 available to me with my One subscription?
Creator Apps are missing since today
...on the my apps dashboard all creator apps are gone and i can't re-install them on the dashboard!
Please remove field limits!
I'm not sure why you have field limits. I vote for you to remove them all together!
Automatic email with blog post?
Is there a way for Zoho to send an email automatically when I post to my blog? I currently use Mailster, and it sends an email to my Patreon supporters 30 minutes after I post. Can set this up in Zoho or would I need to do it manually?
Need A Solution To Track Cold Calls
I buy cold call leads. I get 2000 per month from the lead service. I need a way to set up a filter so that I can see which ones of them I have called so far. I noticed that Zoho CRM does not allow us to filter leads based on whether or not they have an outgoing call. The best solution I can come up with is add a checkbox field for "has been called" and then set up a workflow rule that will check the "has been called" field once that lead has been called. I can then filter the leads based on that
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these fields be unlocked so that I can change their names. It is annoying and time consuming to have to recreate all of the address fields using more appropriate names. cheers, Jeremy
URGENT: Quota Increase
We are using Zoho SignForm and launched it on our website as well as social media and now it says we have reached the limit and need to upgrade our plan. We are already on Zoho Enterprise plan. PLease assist/advise urgently we need to fix this. awaiting
Marketer's Space - List-based Reports - Top Five Campaigns
Hello Marketers, In the previous post, we learned about identifying active and inactive contacts in a mailing list using the Contact Data report. In today's post, let's learn about identifying the campaigns that received the best response from the contacts in a mailing list. Top Five Campaigns is a type of list-based report that displays the top five campaigns that received the maximum response from contacts in a particular mailing list. It also helps you identify the links that have been clicked
Extension Pointers #2: Fetching contacts from Google into Zoho CRM
Contact management is a key feature for handling your customer relationships effectively. The process of gathering as many contacts as possible can give you an upper hand to create more leads in your Zoho CRM account. In our previous post, we provided
ACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank you
Currency Code missing
Hi, While building a custom templates, the Currency Symbol (€) is available as placeholder. I can't find the Currency Code (EUR) placeholder in the list. The currency code, for example, is available in "Sub Total with Currency Code" placeholder (%InvSubTotWithCurrCode%). Am I missing something ? if not, it would be a nice addition. Regards
Products Quotation Markup
We are creating proposals for our customers. So our numbers change each project, but the "Products" are the same on each proposal (installation, Product, Etc.). I want my sales team to generate a quotation, plug in a "Cost" and have Zoho markup that cost automatically. I DO NOT want to create a new product for each project. I see there is a "List Price" and I can enter that. However, I need to enter a cost and have Zoho Markup the price to a specified %. Is this possible? Currently we are
Zoho Desk Community Digest - February 2020
New Features of the Month Zoho Desk now integrates with Zoho Inventory and Zoho Subscriptions Beta Updates WhatsApp for Zoho Desk is now open for beta access! Other Enhancements Update your Zoho Desk domain-mapping details (CNAME) at the earliest. Get a one-time notification on Desktop for a new ticket. In Blueprint, you can now arrange transitions in a specific order from each state "Show Master" option in Knowledge Base to view the first article that was written while seeing the translated versions
"Search" in CRM does not work, also some other ZOHO-modules (like ZOHO-books)
Hi there, as mentioned above, when we search for a customer by typing the first letters in CRM, the customer is not been shown but the contacts are. Also some modules do not work, like ZOHO-Books. Am writing from Germany.. Cheers, t.
Non-spam email addresses always marked as spam
Hi, Firstly - I have lots of emails in my spam folder from the same email address. When I click on 1 of these emails and mark as 'not spam' - I get an option to 'unmark the existing tickets from this contact also as spam'. If I check this box and then click 'ok', i'm expecting all other tickets from the same email address to be auto marked as not spam also. But this doesn't happen and the emails remain in spam. Am I doing something wrong here? Lastly - how do I whitelist an email from ever going
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