Zoho Recruit / Sign
I spoke with someone some time back. Looking for a way to utilize the ZOHO SIGN Templates via Recruit. The button is there, but it is not talking with our current templates. Please help. Thanks
Do you have a Console Log for API?
I'm testing the API and I have some troubles updating template and documents, I'm wondering if there is a way to check the error log so I can see what am I doing wrong? Or is you can Help me, the company needs to use a template as base to create documents
ZOHO INVOICE SIGNATURE
HEllo, on zoho crm all the users have their own signature... I don't find where to manage this feature on Zoho Invoice ? tks for your help Maya
Outgoing disabled
Dear Zoho Team Our email address reservation@mahaputrahospitality.com outgoing is disabled. I have tried to enable via mail admin control panel but the access is restricted. I looked at our sent item and found that there are some unrecognized sent items in it. I have charged the password so kindly activate our outgoing email again. Sincerely Surya
Best way to track how your leads/prospects engage with your organization
I am curious to hear how other Zoho CRM users track the level of engagement of their leads/prospects. Note that I am not referring to email engagement (i.e. opens, clicks, etc.). There are two specific areas I'd like to do a better job of tracking: 1) Downloads - My organization has a number of downloadable tools on our website available for free. The tools are gated, so people need to provide their name and email in order to receive the tools. We would like an easy way to identify how many tools
Filter Question: How to filter emails from forwarded account
Hello, I have an old business account from a different domain. It is now set as a forward to my new domain email account. I want to filter the items that I receive as a forward from the old account and automatically place in a folder. Each of those emails contains the "from" email address plus "via <olddomain.com>". I tried to filter by that "via" text, but it does not work. Any ideas how to filter those emails? Thank you, Byron
Error 553 message filtered
ERROR_CODE :553, ERROR_CODE :Message filtered. Refer to the Troubleshooting page at http://www.symanteccloud.com/troubleshooting for more information. (#5.7.1) Dear Zoho I ma getting the above message everytime I send emails to one particular organisation. I can receive emails from them but cannot respond. It seems to suggest that my IP address is being rejected by the receiving server. How do I go about resolving this issue ? Thank you in advance
SEO: Knowledge base and community referencing in search engines
Hello, We are working on SEO and would like to analyse how well our client portal knowledge base and community forums are referenced by search engines. To start analysing some search engines (for example Yandex) require to confirm the rights for the website. There are the following options to confirm the rights: 1) Insert the code in <head>. <meta name="yandex-verification" content="111222333444" /> 2) Put the following html file with the following content in the root catalog of the website yandex_111222333444.html:
Puedo cambiar mi dominio por otro
Hola tengo un Plan Lite y quiero cambiar el dominio que vinculé por otro esto es posible? Y si es posible por favor me envían un instructivo o tutorial para poder realizar el cambio, gracias.
there is one user from 5 users in my admin not sending or receiving mails
i have 5 users in my admin all users sat up on outlook and sending mails and receiving mails from outlook and from mobile app TFA is off for all users only the user hr@chuckecheesejo.com is not sending or receiving and won't setup on outlook every time i enter the settings of this user by zoho admin app i found the incoming mail and outgoing mail is off , i turns on , go out the app and go again find it off all other users on the same app and account is on i use also when setup on outlook 2013
Forte payment notifications
My customer made a payment on an invoice today through the customer portal using forte. We did not get any payment notifications, but the invoice shows "Payment Initiated". Do you know when we are supposed to get a notification of payment? I figured we
Tag reports available in manual journals
Hi, I know that in the international version, it is possible to associate the tag reports in a manual journal, but it is not the case for the Canadian version. I don't understand why it's different... We would really appreciate if it was available ! Thank you for your consideration :)
I am not rec
Since yesterday 19th March 2019, I haven't been able to receive emails
Tip #1: Learn to pick the right channels
Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal. When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues.
Problema api v2.0 /Campaigns/search
Buenos días me llamo jose manuel, las pruebas las estoy haciendo desde el cartero. mando llamar la api con la siguiente url https://www.zohoapis.com/crm/v2/Campaigns/search?phone=122 y con su correspondiente encabezado Autorización = token de autorización la respuesta que recibo { "código": "INTERNAL_ERROR", "detalles": {}, "mensaje": "Error interno del servidor", "estado": "error" } Espero que alguien me pueda ayudar. Saludos
Bounced email - not understanding the reason
I tried sending a short email with a PDF attachment this morning and it bounced. The information provided is as follows: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. <sent to address> INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Please turn on SMTP Authentication in your mail client. sender-of-o51.zoho.com [135.84.80.216]:21097 is not permitted to relay through this server
We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
Hi, Im creating a zoho mail account and I want to use my own domain but I always end up having this error Error: We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com And Im using jpmateo022@gmail.com as contact email
Changing how Forwarded/Reply message text is included
When doing a Reply or Forward from an email, Zoho correctly includes the contents of the previous email. However it indents it and adds a vertical blue line to the left. Is it possible to disable this feature and have the previous email included as-is with just a header noting From/To/Subject etc ? Thanks Daraius
How to compute net total from a total
Please give me the correct syntax. See attached snap shot. As you can see it does not give the correct Net Total.
Identifying which user posts a form
I cannot find a way to capture the logged in user that is submitting a form. How can I add the users name and/or email address to the form automatically (i.e they don’t have to select their own name or email address). The reason for this is I want to capture which user is submitting the form based on their login, otherwise a user could add anyone’s email address and name to a form.
Do more with live chat, thanks to SalesIQ.
Live chat just got a lot more functional, flexible, and customizable, with our new and improved integration with Zoho SalesIQ. With this integration, your chat channel is now powered by SalesIQ. The integration runs both ways, so users can access chat tickets from the SalesIQ interface as well. Operations that can be performed on SalesIQ can now be performed from the Desk interface too. Here are a few key details of the integration: More functional Real-time chat translation (powered by Google
Access Ticket and Thread information in a custom function to send email
Hello, I have a custom fonction which looks like this : sendmail [ from :zoho.adminuserid to :crmAccountWatchers subject :"[#" + ticketId + "] " + contactName + " from " + accountName + " has submitted a new ticket on 360Eyes Support" message :"Zoho Desk CRM Account Watcher notification A new ticket has been submitted at " + createdTime + ". Department: 360Eyes Support Account: " + accountName + " Contact: " + contactName + " Email: " + email + " Classification: " + classification + " Priority: "
SPAM breaking Workflow
We have two problems related to SPAM and Workflows. I have used a Workflow to prevent New Tickets from being opened by the Email "channel". The workflow sends an Email alert back to the originator with instructions to use our Portal. Since there is no way to prevent the email from opening a ticket, the workflow also closes that ticket. Two other Workflows are triggered by all tickets opened or closed that were originated by any "channel" other than Email to handle normal Open/Close notifications.
Aggregation based on user filters
I have seen this in other analytics packages, but when a user enters a different time period in a filter, the ability to change the time period that the data is aggregated by is also provided (for example, you can change from monthly to a quarterly data aggregation when you extend the period from 6mths to 24mths)
Object Iteration in Face Templating
Hello, According to the documentation for Face, one of the types of "for" loop is described as follows: Object iteration Iterate over objects Example {% assign food = {"salt": "1 tbsp", "ketchup": "5 tbsp", "mustard" : "1 tbsp", "pickle": "2 tbsp"} %} {% for ingredient, amount in food %} Use {{ amount }} of {{ ingredient }} <br> {% endfor %} Output Use 1 tbsp of mustard Use 1 tbsp of salt Use 5 tbsp of ketchup Use 2 tbsp of pickle Note: Order of iteration is random. I have a couple of questions
Contacts
Anyone have an issue with their contacts list? when a Client sends an email, their email/name is different from the actual email of the client which makes it so confusing as the sender name is different from the actual name of the sender. It seems like its just randomly selecting a contact from our client list. But when you hit on the Reply button, the email seems to be correct tho. Help?
Moving files to Workspaces
I have been given admin access to Workspaces created by another user and they have shared all there files with me. The main user has the ability to move files to workspaces, but I do not. Is there a way to rectify this? We want several users to be able to move files that have been shared by the admin user to workspaces.
Account and Password reset
I forgot my password and i have misplaced the phone and sim i used in creating the account. Kindly help how can i retrieve my email acccount:- morenike@dewiaoptions.com I hope to hear from you. Please it is very urgent, Thanks
Retrieve emails
For an error on one of our users accounts info@incoselloverde.com, the incoming e-mails where send on trash can and deleted for mistake, can you please retrieve those e-mails as soon as possible, thanks!
Zoho Desk API: Contact ownerId should be optional?
Hi, according to the Zoho Desk API docs, when I create a Contact, the ownerId field should be optional: https://desk.zoho.com/DeskAPIDocument#Contacts#Contacts_CreateContact However, when I create a contact with "ownerId": null, I get the following 422 response: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/ownerId","errorType":"invalid"}]}. I think this only started happening today, because I'm fairly sure we have successfully
mail blocked
today only i created the zoho mail account but i unable to send mail it shows unable to send message;Reason:554 5.1.8 Email Outgoing Blocked kindly rectify this problem as soon as possible
Adding file while raising ticket.
Is it possible to add image while raising ticket.
Overdue invoice
I have a subscription and for testing reasons i tryed to put it in a NET 1 day, so if the subscription that is live, has an invoice in overdue, i would assume after 1 day, the subscription becomes unpaid? is this right? even for offline payments?
Linking CRM contacts and accounts to Desk via API
Hello, My system has a set of accounts and contacts that I would like to sync with Zoho Desk and Zoho CRM using the APIs provided. I have already written code that syncs my accounts and contacts with Zoho CRM and now I am trying to do the same with Zoho Desk. The problem is when I link them with the GUI provided the Desk records have zohoCRMAccount and zohoCRMContact parameters that I can't seem to be able to set via the Desk API. Is there some way I am missing to set these parameters via the Desk
Some messages on ticket message threads are being displayed in collapsed mode
This is a rare occasion but it does happen anyways and our users get confused when it happens. You need to press on the title bar of those messages to be able to uncollapse and read them. I couldn't find any relation between those occasions/tickets/threads. Refreshing the page doesn't change anything.
Addresses not showing up in address or map search
I have a couple forms with the address field and try to use the search and map feature of the address field and type in addresses I have lived at before for testing and it is not able to find them. They only way they show up, is if I also enter the county or township that the address is in. I have NEVER had to do that on a map look up field before. The address field will be filled out with information that is quickly obtained such as street number, street name, city (state is always the state that
convert message content to plaintext before sending/forwarding via script
I have a custom function that forwards specific e-mails to my todo list application. Unfortunately, the e-mail message content (which shows up as the todo's note text) is forwarded as raw html, making it near impossible to read. I'd like to convert the message content as plaintext (stripping out / removing all the html) before sending. Here's my current function: messageDetails = zoho.mail.getMessage(mail_messageId); mailContent = messageDetails.get("CONTENT"); mailSubject = messageDetails.get("SUBJECT");
Adding vehicle purchase correctly
Hi Hopefully someone can help me with this. I am UK based and registered for VAT. I recently purchased a company vehicle as follows: vehicle cost £23495 vat £3770 paid as the deposit to the vehicle supplier charge for credit is £4852.80 Total purchase price £28347.80 Can someone advise the best way to get this into zoho books. Many thanks Adrian
meaning and cause of Error 5
have a customer that we are trying to connect with and upon trying to run the application they are getting failed to join session error 5 they are currently still running on Windows 7. trying to find the cause
Go back to previous from link to view in Details Pane
Is there a setting, configuration or something that can be done to allow a user to open up the Details Pane of a record in a report and when they click on a field that has a "LInk to View" setting to it and it slides over to the related item and when done, be able to go back to the initial Details pane that they were at previously, like a Go Back? Thank you for any help with this.
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