Set up issues
Hi, can anyone help get this up and running. So Far: can't verify DKIM (default or added selector) can't set up a group (error message - try later) can't set up a forwarder to an email with a different domain Can't seem to get anything to work. I'm leaving on a trip tomorrow and I need this working asap. Welcome any assistance offered. Thank you Connie
Webhook in workflow
Hi, Adding workflow as an action on workflow would be awesome. It gives new power an unlimited integration with workflows. Robin
Blueprint Attachment to be included in alerts
I am requiring attachment for a transition of status on blueprint. I am hoping the attachment gets sent together with the email templates I created for the "alters" after the transition. Can we do that?
Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'invalid oauth token'
Hello Zoho Team, I am facing this issue again and again when I try to access the Leads module. I generated the grant token with this scope "ZohoCRM.modules.ALL". This is my configuration $configuration=array( "client_id"=>$client_id, "client_secret"=>$client_secret, "redirect_uri"=>$redirect_url, "currentUserEmail"=>$user_email_id, "access_type"=>$access_type, "api_domain"=>"https://www.zohoapis.com", "accounts_url"=>"https://accounts.zoho.in" ); $rest=ZCRMRestClient::getInstance();
SMS Campaign
Hello, I have set of questions in regard to Sms extension in Zoho. 1. How does SMS Magic work? 2. What is the cost of SMS Magic? Do we have to purchase SMS credit or it comes with the Zoho? 3. How many could we send at daily, monthly and yearly? Thank you, Mahi
XML DATA
ok when i try to get data in XML format like this.. this shows an error https://people.zoho.com/people/api/attendance/getUserReport?authtoken=833e17218b4b38e6eaabd517cf39110b&xmlData=<Request><Record><field name='Employee_ID'>51</field><field name='From'>01-Jan-2019</field><field name='To'>28-Oct-2019</field></Record></Request>
Bill Every Days
I need to setup subscriptions which are billed every 30days. Is it possible to configure this? Seems only allowed in Weeks, Months, Years.
Analytics components per CRM record
Are there any plans to enable the ability to embed analytics components to individual CRM records? Similar to the new lightning edition of Salesforce CRM (Example screenshot attached)? It is an incredibly powerful feature that would be welcomed by all users of Zoho CRM!
Could we create custom chat for different-2 page in Zoho Chat
I want to create custom chat in zoho chat. Is it possible?
Compact layout for Pivottable - rename column
Hi, Great feature. Thanks for adding it. Is it possible to rename the column when selecting compact layout for a pivot table? Currently it just says "Row Label". Kind regards Sunil
Zoho Books Invoice Custom Fields - Are not Available in Analytics
I am trying to create a Sales Tax Liability Report because the current system report does not include all of the data that i need to file my monthly sales tax report. I created a custom field (checkbox) in the Zoho Books Invoice Module called "Tax-Free". I have created a custom report in Analytics including the following columns: Invoice Number Company Name Total Sub Total (BCY) Total Total (BCY) Sales Tax - Calculated from 2 fields above Total Adjustment (BCY) Filter on Invoice Date (Month) I
outgoing mail blocked
my outgoing mail has been blocked from this account, karen.r@cmgroup.mx can you unblock it please?
When Zoho creator will introduce two way Real time page - database update like google Firebase or angular model
In today's world real time database is necessary and no body want to refresh page manually. here zoho is laggiing behind with others
Error When Uploading ipa using Transporter iOS
When I try to upload an IPA file to submit to the Apple Appstore, I get the following error: ERROR ITMS-90085: "No architectures in the binary. Lipo failed to detect any architectures in the bundle executable." Im not sure how to resolve this error.
My Instagram account keeps disconnecting
I connected my Instagram to Zoho Social. A few minutes later, it says I need to reconnect it. I try reconnecting it and it does the same thing. I've even tried disconnecting the account and reconnecting it but still the same thing.
Marketing Hub Campaign Periodic Sync Grabbing Wrong Module Info
Hello, I think there is a bug with Marketing Hub Sync right now. I am trying to sync all of my contacts associated with an active account and when I go to map fields, it is pulling in fields from the Deals module instead. I have the criteria clearly checked as Contacts and Accounts... It's been doing this for over two weeks now with no change. The first screen shot below shows the sync setup, and then the second screen shot shows the mapping pulling in "Portfolio Profiles" which is just our 'Deals'
Sending mail via nodemailer
So I have just finished changing my domain to zoho. I also verified SPF and DKIM. So I first tried to send mail with this: const mailer = nodemailer.createTransport({ host: 'smtp.zoho.eu', port: 465, secure: true, auth: { user: 'no-reply@example.com', pass: 'pass', } }); const a = await mailer.sendMail({ from: 'no-reply@example.com', to: 'mypersonal@email.com', subject: 'Hello', text: 'eeee' }); I tried for password the normal password I use to login to web, and also I generetaed app password, but
ERROR AL ENVIAR CORREO SMTP ZOHO CON PHPMAILER
Estoy con el siguiente problema: al enviar correo usando phpmailer, muestra el mensaje de "...SMTP Error: data not accepted...." - Mi código: $mail = new PHPMailer; $mail->isSMTP(); $mail->Host = 'smtp.zoho.com'; $mail->SMTPAuth = true; $mail->Username = $mail_username; $mail->Password = $mail_userpassword; $mail->SMTPSecure = 'ssl'; $mail->Port = 465; $mail->setFrom($mail_setFromEmail, $mail_setFromName);
Integration Zoho CRM with Zapier
Hello community
I have a query: We have integrated Zoho CRM with Zapier but the leads are created with a single owner. We need the leads that come from Zapier to be automatically assigned to different owners.
Zapier only allows you to assign a Zoho user, not all users.
Example. The Lead enters Zoho and its owner is Ana. (Ana is the user who is connected to Zapier). We want it to be assigned to either Peter or Josh or John or Ana.
regards
Move Leads to Custom Module
Hello, How do i migrate my lead records to a custom module. I have 2 thousand leads with a particular tag that i wish to migrate to a custom module. All suggestions are appreciated. Cheers!
Zoho Creator app for multiple stores
I want to create a Zoho Creator app , it will include multiple stores with the ability of store owners to login into the application and we should track their sales, commissions and they can also track their sales by login , i am confused how i can add them as users , if they don't signup for zoho creator , so i will use customer portal but again how can i track the data related to them.
Zoho forms portal
HI we need to have some forms held behind a portal login area so client can log in update the forms and save when needed . Zoho forms currently does have a very simple save function which to be honest is not good so right now its not suitable for anything like this especially for non zoho customers e.g the end users. I know you can create this via zoho creator portal but the form building is much harder to do often with coding neded and even if we pay a developer to build it for us the price plans
Access denied from this IP address
Please help, I have been struggling for days. I cannot access my other account, SoftScience which is now blocked. Please assist as soon as possible.
IP Address of internal LAN subnet
I have a published form that I would like to restrict to a certain subnet in our organization's lan. Windows ipconfig gives me the internal ipaddress, but the system field zoho.ipaddress gives me the external public ipaddress. is there any way I can get the internal address on our internal network?
What's New on Zoho Marketplace for November 2019
In November, Zoho Marketplace, catering extensions for all Zoho products, introduced 20 new extensions to help you improve productivity and collaborate better by extending the power of Zoho. C-Zentrix Telephony Extension for Zoho CRM Accelerate your business
Blueprint - Auto Transition
Is it just me, or it seems that the option to "Auto Transition" has disappeared from the create transition in between states in blueprint. We used to be able to use this just two weeks ago, but we cannot seem to find it last week. We even still have it on an existing blueprint. Any ideas how I can create autotransition?
Zoek Will be a Sponsored Job Board Starting Jan 2020
Dear customers, With effect from 1 January 2020 Zoek will become a ‘paid-only’ job board for existing Zoek users, i.e, you won’t be able to post organic/free posts onto their feeds. To continue posting jobs on Zoek from within Zoho Recruit (after 1 Jan 2020), make sure you’ve configured Zoek’s Sponsored Posting in the Setup > Job Board Hub > Job Board List. For users who sign-up after 1 Jan 2020, organic/free postings will be available for their ‘first three months’. After the three-month trial
Length of Calendar Events
I asked about this a few years ago, but Zoho had no interest. I need an option to set a default for the length of new calendar events. For me, 30 minutes just is not enough. Why can we not have the option to default to an hour, or what ever we use most? Sure, I can go through the hassle of using the More Details option EVERY TIME I create a new event, BUT WHY??? It used to be OK to just create the event with the standard no-option 30 minute time slot, and then (ugh) drag it to an hour, but now when
Footer Issue in zoho creator
Hello, Footer is not acting like a footer, it doesn't appear at the end of the page when i try to print the template. So if i have half the page filled with data it will appear half way down the page instead of appearing at the end of the page. Please Help. Thanks
Tip of the week 51 - How to customize holiday email templates?
Today, in this digital world, we want images to be perfect and meaningful with respect to the email content that we prepare to send out to our contacts. Some of us would prefer to design email templates that are unique and different. The rest would be choosing pre-designed templates that are available in the email marketing software that they use. Now, how do you select a particular template and how to customize it during this holiday season? Let's see the steps involved in choosing a pre-designed
SMTP Error: Could not connect to SMTP host.
hello sir, my domain is excellencetally.com and i have to configure mail service in my site . i did all set up but . smtp error occured 2019-12-09 08:29:28 Connection: opening to smtp.zoho.com:465, timeout=300, options=array ( ) 2019-12-09 08:29:28 Connection: opened 2019-12-09 08:34:28 SMTP -> get_lines(): $data is "" 2019-12-09 08:34:28 SMTP -> get_lines(): $str is "" 2019-12-09 08:34:28 SMTP -> get_lines(): timed-out (300 sec) 2019-12-09 08:34:28 SERVER -> CLIENT: 2019-12-09 08:34:28 CLIENT
Lead Sources Overwritten
Hello, At some point, I believe I may have overwritten the original values from within the Lead Source standard field. For example, let's say an original value for Lead Source was Partner and I overwrote that value to Web Form: Now, when I receive leads from a webform via Zapier and specify the lead type = Web Form, the result I get for Lead Source when the lead posts into Zoho is Partner - not web form. Unfortunately, I can find no way to repair this issue. Any thoughts?
logout button
Hi, There is no LOG OUT BUTTON when signed it. I don't know why you guys its OK though.
Territory Management in a B2C environment
We are configuring CRM for a B2C client who runs multiple e-commerce stores. For B2C i have used the standard set-up of changing 'account name' to 'not required' for Leads, Accounts, Contacts etc. I wanted to use Territories to split our crm data based on which e-commerce store (domain) they users has come from - probably defined in the Lead Source field. However I note that to create a territory you only have the option to apply an Account Rule, which is redundant in the B2C scenario. Any suggestions
Email signature dashes
Hi, Perhaps I'm being stupid, but I can't find a way to add an email deliminator (dashes) to a signature to prevent them being quoted when replied. Is this possible? Thanks John
mass updating multiple fields at one time
It would be great if I could mass update multiple leads and fields at one time. Not one field at a time and then the leads get unselected so that you loose them. It would also be great if I could mass update the notes section
How to connect a Zoho CRM specific value (Lead source field) with a Mailchimp specific list
Hi there, I know that there are more than 1 ways to connect Zoho CRM with Mailchimp (free zoho plugin, zapier, other paid addons). Until now I connect my Zoho CRM with the Mailchimp using the Zapier. When I create a new lead (in general) then automatically this one goes to a specific Mailchimp list. I would like to make this connection more specific (and this is something that I cannot do it using Zapier). In the Zoho Lead Source field I have 2 options 'Website', 'Chat'. I would like when the new
Outlook Authentication issue
authentication is failing while it was working normally; i am using iMAP settings ; outlook application on mac
Help Center Articles restricted to Customers
Hi maybe i did not find this in the documentation... Is it possible to restrict HelpCenter Articles to specific Customers or Contacts? i have different Customers and sometimes Articles differ slightly - sometimes it contains customer specific information, which must not be seen by other customers.... Thank you kind regards Lambert
Make Help Center articles visible to the right people
We are using our help center to support customers and partners. Our partners support our customers worldwide. All are registered users and have to logon to our help portal to raise a ticket and see knowledge articles. Some articles however, should only be visible to our partners, not to our customers. We rather do not make our partners agents in our system. Our current solution is to give a clear warning at the top of a partner article that this article is meant for partners and that customers should
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