Second day of Christmas - Zoho CRM
Check out the story behind our first day of Christmas post. "On the second day of Christmas, my true love sent to me: two turtle-doves, and a partridge in a pear tree." The second day of the 12 days of Christmas relates to Zoho CRM. The two turtle doves shaking wings with Zoho CRM's logo signifies the closure of a deal - a central concept to Zoho CRM. Zoho CRM increases revenue by converting leads, engaging with customers and automating every aspect of your business. Here are a few other instances
Zoho Sign API - Error while getting the documents list
I am trying to get the documents list. I use PHP curl request to call the api. $data_string = urlencode('data={"page_context":{"row_count":10,"start_index":1,"search_columns":{},"sort_column":"created_time","sort_order":"DESC"}}'); $url = "https://sign.zoho.com/api/v1/requests?"
First day of Christmas - Zoho SalesIQ
"On the first day of Christmas, my true love sent to me: A partridge in a pear tree." Hey everyone! Merry Christmas Zoho Community! What better way to bring festivity into business than connecting the two in keeping with the season and the mood?! The lovely '12 days of Christmas' carol is about all the wonderful gifts received from the 'true love' on the said 12 days. We couldn't but resist drawing a parallel of sharing the gift of twelve (but not limited to!) Zoho products to our user community.
Enlazar zoho Books con tratos
Buenos dias Me gustaria enlazar las facturas de zoho books con los tratos de zoho crm , en el cual en el momento que se cierre una factura, se cierre un trato Es posible ???
After adding a new issue template and layout, project issues become disabled.
Hi folks, This is a real problems for me right now. I was setting up a new project type for managing our Zoho migration. I created a new issues layout for the project (zohobugs). This was based on the standard layout. As soon as I did that, the project's issues tag became unresponsive. Clicking on it results in no activity. The mobile project app reports the issues are still in the project, but trying to access any issue results in an error. In addition, it is impossible to review the standard issue
Mailbox full
Hi There! how to delete mailbox full client from superadmin panel?
Default Contain value on Field filter in Report
Hy, When we open any Report and click on Filter then all fields shows on Right Side. and when we click on any field then it shows like FIELD NAME and below IS (in drop-down) , i need in place of IS it shows CONTAIN . Is that Possible? if yes then how?
API Request for the Schedule from the Job Schedule Tab
Hi, is it possible to access the Zoho People Schedules from the Job Schedule tab with the API? I looked into the Zoho People API and didn't find any useful documentation. Greets
How to disable the chat widget on specific page on mobile device
Can i disable the chat widget/window on specific pages on mobile devices? Thanks!
ResponseCode 421 and 451 ... emails sent are not delivered !
Hi, Some of the emails I send since yesterday can't be delivered. Could you please help me to solve this problem ? These are the error messages received (I have deleted the adress emails and replaced them by "xxxxxxxxxxxxxxxxxxxx@...." : =========================================== This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Mon, 23 Dec 2019 09:06:41 -0800 from sarah.coaching@zoho.com [sarah.coaching@zoho.com]
Update Custom Domain used in prefill form field URL
HI - I have added a custom domain for my forms. For each form, I have went to general settings and made the forms use the custom domain. However, on the 'share' tab, I cannot seem to change the prefill form field URL to be my custom domain. The only domain available is your public domain of https://forms.zohopublic.com/xxxxxxxxx . Can I just substitute my custom domain URL and insert field alias's as normal and it will work? Thanks!
Zoho Flow does not have GMail connection available?
We are on the Australian servers for Zoho One and Zoho Flow is NOT displaying options to connect to GMail. However, GMail is still running on my other business's Zoho One account, which is running on US servers. Can someone please confirm if GMail connection is supported in Zoho Flow running on Australian servers... or is this just another bug. FYI - at this time, I've run into many, many inconsistencies with the Australian servers, including multiple login and authentication errors and failures
when i try to sign in to yahoo account to import the contacts this message appears an error occurred try again later how to fix the problem
why this message appears
Email keeps being forwarded after deletong the email forwarding account
I have the following problem: 1. Added a gmail account to my email forwarding list 2. Emails are forwarded correctly to this gmail account 3. I remove (delete) this gmail from my email forwarding list 4. Emails keep getting forwarded (why??) 5. Tried to re-add this gmail account to the forwarding list in order to re-delete it , I get an error message 'Action restricted. Please contact your administrator'. I can add other email accounts to the forward list without problem. The issue is with this specific
Ideas of some features to include in the future
I personally love your app, thank you for creating and supporting it, but it would be the best over the competition if it included some of these features. I know it's work and you have limited budget and time, but I hope your team can benefit from introducing some of them in the future. Android (and also iOS app) Automatic number and bullet lists. When you write 1. and hit enter, the system adds 2. and so on Colored text That the images fit the whole smartphone screen size The alarm icon in android
How to retrieve deleted leads?
Can deleted leads be reviewed or even retrieved?
Outgoing emails are having a problem
Hi , we are using our business account like darryl@expertelabs.com and dj@expertelabs.com when we send emails, we are getting bounce messages as follows : This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sat, 21 Dec 2019 09:13:36 -0800 from dj@expertelabs.com [dj@expertelabs.com] ----- The following addresses had fatal errors ----- [Status: Error, Address: <michael@glowik.com>,
API "Please enter a suitable VAT treatment"
Hi, I'm setting up a test UK business account with VAT. When I try to create a customer via the API, I get the above error: [code] => 102005
[message] => Please enter a suitable VAT treatment. Your API docs don't mention VAT in the customer section. Could you clarify what is required here? Regards, Andy
How do I get rid of Smart filters?
Hi, I gave the smart filters a try which created 3 folders and 3 tags. I can only disable smart filters but not remove them. How do I get rid of the folders specially from imap? I also want to get rid of tags. Regards, Sudhir Khanger, sudhirkhanger.com.
I can not receive emails
Hi! The organization that I work for, moved to a different web hosting provider (from skylium to Bluehost, to be specific). My domain still shows up as "Verified" I did copy Mx records , SPF records And DKIM records to Bluehost DNS manager. However, I can send emails for any email direction, but I can not receive emails using the addresses of my domain. dsmetal.com.pe Instead, How can I fix my email? Your advice will be much appreciated!
Hotmail block email
4.7.650 The mail server [136.143.189.52] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://postmaster.live.com (S843) [BN8NAM12FT064.eop-nam12.prod.protection.outlook.com]
Undelivered Mail Returned to Sender
aoumsount@hotmail.fr, ERROR_CODE :550, ERROR_CODE :5.7.1 Service unavailable, MailFrom domain is listed in Spamhaus. To request removal from this list see https://www.spamhaus.org/query/lookup/ (S8002) [DB3EUR04FT030.eop-eur04.prod.protection.outlook.com] Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Tue, 24 Dec 2019 01:51:47 -0800 Original-Recipient: rfc822; "abderrahmane oumssount" <aoumsount@hotmail.fr> Final-Recipient: rfc822; aoumsount@hotmail.fr Status: 550 Action: failed Last-Attempt-Date: 24
Make Ticket Information a required field when replying or closing a ticket
We are setting up our Ticketing system and we wanted to make ticket information such as category and sub category to be a required field before an agent can reply back or close the ticket.
Double "Thread Level Keyword" Icons
I'm having a hard time to understand the logic behind these indicators. They are being created on some of the message threads on the tickets and sometimes we get double of these icons. Their content is always identical. I guess that this is some kind of an issue.
Ability to filter via search criteria within Task and Calendar view (we use this for content publishing)
We rely on tags for a lot of tasks. Currently Zoho does not have this feature so we create our own eg. #pub (for publish). ie. We "tag" a task name #pub if it is to publish content on a given date. As a basic function, we would like to be able to filter Tasks (including in Calendar view by task title search eg. by #pub.... so we can filter view only these tasks, ----- Longer term we would love to see tag implementation and features useful for tasks/projects that require a delivery schedule such as
get field value from lookup module
Hi, i've created a custom filed called "percentage" on module Customers and a custom module "CustomeModule1" with a lookup field to module Customers. On this custom module there is a data entry field "value1" and another field called "value2" which should to be the percentage of field "value1" where the percentage number is coming from the lookup field on customers module. Where and how do i make the calculation, on the UI or during record submit ? Can you provide an example ? Thank you
What's New in Zoho Payroll [Indian Edition]: December 2019
Hello, everyone, We are excited to bring you all the new features and enhancements we've rolled out in Zoho Payroll last month. Here are the major updates: Edit or opt out of post-tax recurring deductions This feature enables you to skip or change the monthly post-tax recurring deduction (such as store bills, loans, etc.) for a particular employee. To do this: Go to the Pay Runs module on the left sidebar. Create a pay run for the payout month. Select the employee for whom you want to change the
CRM Data Backup - list of field descriptions / clarification
Hello, is there any documentation on the fields within the backup download files? Some fields are very clear and obvious, however some less-so. eg there is a "LAST_ACTION" field that contains a number. I'm assuming the number represents the type of last action but I'm not sure what these are. It would be useful if the fields file contained short description, especially the less-obvious fields. Thanks
Español Zoho Community te desea Felices Fiestas
Ya concluyendo el año 2019, queremos ante todo daros las gracias por vuestra participación en la comunidad en español. Ya sea a través de un comentario, una pregunta, o el haber acudido a uno de nuestros meet-ups, todos vosotros hacéis que la comunidad en español sea posible. Espero que esto sólo sea el principio, y que el 2020 traiga muchas más experiencias que compartir. De parte del equipo de Español Zoho Community, os deseamos unas Felices Fiestas y un muy buen año 2020.
Relating Contacts
Hello and Happy TG! I know that I am able to create related contacts but I would like the ability to define the contact role on the add contact page. Here's the use case: All of our customers are converted from leads to contacts and about half of our customers have spouses. There is no declarative way (that I'm aware of) to take the data that we capture on the lead for Spouse Name and Spouse Email and map those values to a new and related contact to the primary contact. When an agent converts
Deleting emails in Outlook makes them no longer viewable in Zoho CRM
When I delete an email in Outlook, it makes the email no longer viewable in the Contact record in ZohoCRM. I do not want to leave tons of emails in my Outlook inbox. How do I delete them without them being removed from my ZohoCRM contact record? I am using IMAP, in case that makes a difference.
Add Monthly sales data to CRM
I am looking for a way that I can upload monthly sales totals to CRM and be able to run reports, sort, etc.. is this possible? Would I create a new module to upload into? Ideally, I would also like to trigger things based on the numbers as well. Any ideas are much appreciated!
Chat history: Add E-mail replies and notes to the chat feed.
Hi all, the title says it all. It would save some clicks... Thanks, Florian
Introducing InteGreat: A dedicated series on Zoho Creator Integrations
Hello everyone, We hope everything is going smoothly with Zoho Creator. As promised, we're back with another helpful community series, InteGreat. In this series, we will take you through the different steps involved in integrating your Zoho Creator application with any other service, be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. We'll pick from a list of popular integrations, and each post in the series will focus on a different one. If you have any suggestions
No send button on Android app
I provide websites and web services for small businesses. I just set up a client with Zoho mail, to test out your services. When composing a new e-mail, the Zoho Mail Android app on his phone (Samsung Galaxy S7) does not show all the buttons on the toolbar. The responsive design hides all the icons. After playing around with it, I discovered that the buttons to appear if he turns the phone in landscape. He finds it to be a pretty annoying inconvenience. Just wanted to point this out so maybe you
Increasing downtime
Is anyone catching the outages of SalesIQ? The past 3 mornings we have seen the live chat stop working without notice. Customers click to start a live chat and the timer counts down to :01 seconds and then nothing. Our agents aren't alerted about a live chat. We first saw this issue on Black Friday, so not sure if ZoHo is not able to scale with the demand of the season. We contact Support each morning and even getting a response from ZoHo Support takes up to 40 minutes. This is our busiest time of
Vertical text
Is there a way to make the text go vertically rather than horizontally?
Problem to create a task related with lead
I'm using the zohocrm php sdk for API v2, I try create a tasks with a lead.I'm using the zohocrm php sdk for API v2. I tried to create a task with a lead This is the code: Owner' => 'ID', 'Subject' => 'asunto', '$se_module' => 'LEADS', 'Who_Id' => 'LEAD ID, 'Status' => 'En progreso', 'Solicitante' => 'Email', 'Coordinador_del_solicitante' => 'email', 'Coordinador_del_due_o_de_la_persona' => 'email', 'Gerente' => 'email', 'Priority' => 'Alta', 'Description' => 'description', 'Send_Notification_Email'
Cannot send email to live.com address
Hi, I am using zoho email with my domain. I sent an email to live.com address that was not delivered. ----- The following addresses had fatal errors ----- [Status: ERROR, Address: <xyz@live.com>, ResponseCode 451, 4.7.650 The mail server [136.143.189.51] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://postmaster.live.com (S843) [BN8NAM12FT065.eop-nam12.prod.protection.outlook.com]] I sent another email to outlook.com domain and it was marked as
Zoho mail still blocked after 36 hours
Hotmail, yahoo and mails to ISPs are all being blocked. please advise of resolution timeframe. thanks.
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