Recipient address rejected: User unknown in virtual mailbox table
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adding members in Zoho Connect
I am setting up ZOHO Connect for our small organization. Somehow I cannot add new users. When I am trying to add USERS I am forward to the ADMIN MAIL control panel in order to make new profiles for users. Problem is that the USERS already using ZOHO mail en ZOHO CRM. There is no need to make new users.. Can somebody helping me out here? .
No option to close ticket when status, countdown or priority mode
The close option should be added to the columned view mode. Just like in the compact or classic mode.
Active sync
Hi, I can't get active sync to work for my wife on her mobile phone. Have worked fine for years but no we have problem. Hope you can help us. Best regards Georg
Picklist sometimes not pulling records during edit
Hi there We have an issue where on editing a record, where we've already defined a picklist item during the create record process, the set picklist choice does not show. Is there a way I can ensure that the picklist field we have set shows in the edit record information.
Invoicing tracked time or exporting it in csv
Greetings, I'm evaluating zoho desk and I would like to use it to track my agents work time on tickets. The software seems nice, however I can't find a way to invoice the time I tracked nor I'm able to export it in csv because the exported file doesn't contain a time or a cost field. i saw other threads in this forum and I noticed I'm missing the invoicing button in the customer card (screenshot attached). Regarding the export feature I tried to export all tickets but the time tracking infos are
Announcing the Zoho Sign extension for Microsoft Teams
Hello, We're happy to announce that Zoho Sign now provides an extension for the popular collaboration tool, Microsoft Teams. Using this extension you can access all of Zoho Sign's functions and features directly from the Microsoft Teams application. The extension loads up the Zoho Sign web interface enabling you to upload/import documents, send them for signatures or sign them yourself, and share the signed documents or save them on the cloud, all from just a tab within Microsoft Teams in a seamless
Importing subform data results with success but no data is being imported
The import process results with success (or at least without any error messages about any of the related subform data) when I select the "Do you want to import subform data" option on the data import screen and select the related subform columns on the data relation table. When you return to the report after the import process and look up for those imported data then there isn't anything in the subforms. What am I doing wrong here? I can't also find any related help pages on the help guides about
customized footer for website
i can find edited footer under the customize section in the setting and how to customize the footer?
open page in popup window without navigation
hi is it possible to open a PAGE in a popup without the Creator Navigation? i want to display record details kind regards Lambert
Zoho Campaigns Community Meetups 2019 - South Africa
Hi everyone, Here comes the next set of Zoho Campaigns Community Meetups: Location: South Africa Cities: Johannesburg, Durban, and Cape Town Agenda 1. Introduction to Zoho Community 2. The Basics of Email Marketing: Creating effective campaigns Integration with Zoho CRM Content Personalization Best Practices 3. Drip Marketing 101: When and why to use drip campaigns Autoresponders and Workflows 4. A sneak-peek of Zoho MarketingHub: The pre-sales and post-sales marketing journey The art
Leads that Change Compoanies
What is the best protocol for when a lead changes companies? Is it best to delete the lead and start fresh? Is it best to just change the information on that lead? Or do you just create a second lead for the same person under a different company? Thanks.
Webhook to microsoft flow
Hello,
I'm trying to create a webhook in zoho crm that sends json data to microsoft flow.
From postman I can send it to microsoft flow but when I try to configure the webhook in crm it returns an error 401 no authorization.
Do you know if it is necessary to pass some user / password parameter? or a token?
Thanks and greetings from Barcelona
Auto-Create Deal based on Lookup Value
Is there a custom function that I can create that auto-generates a Potential Record (with specific Layout) based on a lookup field of an existing Potential Record?
Integration with exisitng site engine or migrate to a new one
Hi all, Our services has grown & now we need some kind of CRM in order to improve work efficient. The existent routine: visitor who is looking for buying essays online & navigated to our site, fill up the form & made an order. We would like the form is connected to CRM so we can communicate with a prospect & increase conversion. Also, we would like to use the CRM to build a kind of online support portal & internal knowledge base (if it's possible). We have an option to migrate the site to WordPress
Task is firing that I did not create.
There is a new task firing as of this morning and I can not find it in the workflow rules and I am sure that I never created it. It says EMAIL - NOT YET QUALIFIED - I would love some guidance on how to find where it lives and turn it off.
To be notified of the product changes in detail
I am really thankful for all the changes and redesigns you regularly launch regarding Zoho Connect. Some improvements are quite obvious but unfortunately I can't figure out all of them. Maybe I don't use some interesting new features just because I don't have the time to look all around Zoho Connect to try to find them. I suggest you communicate the details of the product changes every time you make any, so we can appreciate them even more (e-mails, posts or special links from within the application).
setting up CRM
Our photography business has clients that come for different reasons...newborns, professional headshots, Boudoir, High School Seniors, families etc etc I am just starting to use Zoho to build our database (of almost 16 years), and if a jane doe comes with her high school senior, and then wants to come back for Boudoir, how would I build them into the CRM? I dont want Jane Doe in there more than once, but if I want to send a mailer to all my Boudoir clients, how do I ensure she is included in the
Compact forms
Ok, is there a way to make the forms compact? They take up way too much space and you know it's just not as professional as it should be (it makes you look like you are an amatuer playing at having a business). How about we get a design that looks like this is a real business and not a freaking game?
Cut and Paste Not Working on Iphone 7
When I go to copy and paste into an email the function does not work on my iphone 7. Seems like I can copy from say a website but when I go to paste into zoho mail the paste options (select, select all, paste) flickers very quickly and then disappears and does not allow me to paste. Also if I try to copy text from within an existing Zoho email then the select/copy/paste option does not even come up at all. If I instead go to paste onto the search engine or some other app, the paste option works well.
No MX record found for the domain
I am on step "Configure Email Delivery - Start receiving emails" I am confused with value i need to is it "mx.zoho.com" Because this step says Only the MX records provided below should be listed, to ensure correct email delivery to your domain.
Formula to score values
I need to create a formula where it looks at the value of the picklist and assigns a numerical value, This will be for 6 fields and then add the values for a score. The picklist values are M=1,E=1,N-0 Thank-you for assistance
Formula assistance
In Zoho CRM/ I need to create a formula where it looks at the value of the picklist and assigns a numerical value, This will be for 6 fields and then add the values for a score. The picklist values are M=1,E=1,N-0 Thank-you for assistance
Problema con correos salientes en usuario / Problem with outgoing emails in user
Estimados, el día de hoy a uno de mis usuarios, se le bloqueó la cuenta para enviar correos, en el administrador aparece en rojo "Saliente deshabilitado", desconozco el por qué sucedió esto, y no lo puedo habilitar ya que dice que solo de pago pueden. Que puedo hacer con esto? para que mi usuario pueda seguir enviando correos? gracias! ------------------ Dear, today to one of my users, the account was blocked to send emails, in the administrator it appears in red "Outgoing disabled", I do not know
Regex Function
Can i use REGEX Function In Formula Field
Can I create a new project as I create a new task?
Might be an idea, or just something I can't figure out how to do. As I create a new task, I must assign it to a project. Sometimes, I think of one task first, and it could relate to a new project, but I want to just start with the task that popped into my head, then flesh out the project once I'm on a roll creating tasks. When creating a new task, in the dropdown list for projects, I'd like to choose "Create new project" up the top if the project does not already exist. This means I can keep going
formula field need help
Dear Community: I need help making, what seems to be a simple formula filed work. I have a drip down field that is called Rent Type and the two options are 'NET' and 'GROSS'. If its NET i need the function to multiply 'Year 1 - RE Tax Expense by 2. If it is 'Gross' i need the function to multiply 'Year 1 - RE Tax Expense by 1. if(Contains(${Leases.Rent Type},'NET'),${Leases.Year 1 - RE Tax Expense}*2),if(Contains(${Leases.Rent Type},'GROSS'),${Leases.Year 1 - RE Tax Expense}*1) Any idea of why
Change encoding for "UpsertRecords" method in C# SDK
Hi there. We're inserting some records in Zoho CRM using api v2 in C# SDK, but we're having issues with accents. We send text in UTF-8 encoding but it is stored wrong. For example, we're sending "Afganistán" but it appears like "Afganist?n". How can we specify the text encoding? Thanks.
Customer Support Portal
Hi, I am trying to build a current customer technical support website to a zoho account, but am not sure which application to use. These are some of our requirements: Password protected Access Desk (kb & tickets) Chat Forum/Message board Add YouTube videos We also want to build an internal kb, but am thinking that should be a separate thing. Through research it seems like I should use Creator, but would love some help figuring it out. Thanks, Alyssa
CRM - Creating a series of emails to brand new customers
Hi all, I'm trying to figure out how to send a series of automated emails to new customer contacts. The series is welcoming them, ensuring their successful installation, guiding them where to get more help, etc. I can't seem to figure out how to accomplish this in the CRM contacts module. I'd like to schedule the emails for 3 days after they become a customer, then 7 days, then 15 days, etc. Anyone have info on this?
Disable Custom Funtion Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
Having trouble downloading Zoho email to windows 10 mobile
I have a zoho email account with a domain. I have set it up as POP3 in Windows 10 on my laptop. I have set it up with the same settings on my windows 10 mobile phone. The phone was initially giving me error messages saying I could not login, but I retyped my password and did a soft reset, and that seems to be fixed now. But it is still not downloading email from the account to the email client on the phone. If you have some troubleshooting documents or something, I am happy to work through those.
Mail Forward Failure
Hello, We are using zoho email accounts for our business emails. Few Email ids for your reference are stated below. mayank.seth@geworks.co.in abhas.mittal@geworks.co.in services@geworks.co.in We are using zoho forwards to forward the business email to a gmail account. It was working perfectly till date but now we have started getting following failures. ========================================================================================The following message could not be forwarded to gewemails@gmail.com
Also in person sign without Zoho Sign Account
I’m not sure why zoho likes to create scenarios where real life possible situations are limited or not supported in your products but it’s frustrating. For sales people 99.999 of prospects will need time to think things through. But once in a while we
Zoho CRM DKIM failures please amend to relaxed/relaxed
We have been testing mass emails from Zoho CRM. We have the DKIM key on our domain and Zoho has validated this. The issue is some systems fail the DKIM validation because you are setting the Canonicalization to simple/simple. My understanding is despite the name this is pretty strict in the implementation. It means any header modification or whitespace issues cause DKIM to fail. If you used relaxed/relaxed then the DKIM validation ignores issues with things like whitespace and prevents message forwarding
please oh please, make it easier to rename values of a dropdown field managed by a blueprint
TL/DR; zoho crm team, please provide admin users the ability to update the value of a dropdown field tied to a blueprint, and have the "State" related to that dropdown value dynamically updated, without requiring the admin to first delete then recreate the Blueprint State & associated Transitions. okay, now here goes my rant to describe why this is such an important feature ______________________________________________________________________ i don't know how many zoho crm customers actually use
ERROR_CODE :550, ERROR_CODE :Please turn on SMTP Authentication in your mail client.
I am suddenly having problems sending to this email address. I could send an email yesterday and I have an SPF record already setup for my domains: v=spf1 include:zoho.com ~all tim@converterguys.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Please turn on SMTP Authentication in your mail client. sender-op-o11.zoho.com [135.84.80.196]:17091 is not permitted to relay through this server without authentication.
Monthly Calendar View Missing Dates
When viewing Calendar in monthly view, the dates are missing. I have tried IE 11 and Chrome 71. I have emptied the cache and removed cookies. Restarted. Problem persists.
Query parameters in accounts url
Hi, we are making a custom login page that uses a xml form to take the email and password of the user and parse them to accounts.zoho.com to login. The problem is that we don't know what are the parameteres name to parse them in a query or if we can use a header and a http request to login. Also, does a parameter list for accounts.zoho.com exist?
Problem - Signature not sending
Hi hi! Hope someone can help. I am admin for a group of email addresses, we use Zoho mail to point to our own website (23bathst.co.uk) which then hosts the mail accounts (I believe - please excuse me if I am not explaining properly, I'm not hugely experienced in this area!!) So - all the emails work fine, they appear to be sent and received from 23 bath st. Today I wanted to add a .png signature for each account. This was straightforward - login to the admin, choose mail account - add signature,
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