Share your Zoho CRM journey and win prizes!
Hey everyone! As cheerful as holidays are, we're in an extra festive mood and we're looking to spruce up a few of your Christmases with a little something from the Zoho Community! We have a few Amazon vouchers waiting to be won, and you know what'd make our year? We'd love to know how we did in helping you achieve your sales goals. In the comments below, tell us how you used your CRM, and how well Zoho CRM worked in helping you meet your sales challenges. What other problems do you hope to solve
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Hi, I am receiving this message : Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked and no emails are being received or sent. Please help asap !!
notContains in Deluge
Hello, I need some help with Deluge scripting using notContains function. My form has a checkbox_field with 3 options and a record_status field. I am trying to test for all 3 options being checked before allowing the status field to be updated using On edit>On validate workflow. The design is for script to: if (all 3 Checkbox_field options are NOT checked) { alert "You cannot update record Status until all three checkboxes are marked."; cancel submit; } I have tried a few different script versions
Sending And Receiving Mail Disabled
Dear Team Please assist to solve. One of the account (81983472) mailbox was full. Now we have cleared it up and the space has been available. I tried to solve it from the control panel but the option to unblock is not accessible. Thank you in advance for your assistance. Sincerely Surya
Can Zoho Bookings be used as a booking app for a Zoho Creator app?
I'm not sure if this community is the proper place to ask about your Zoho Bookings mobile application. Please move this question to the proper community if this is not the correct place. We are in the analysis phase of our FSM (Field Service Management) application on Zoho Creator and I was curious if Zoho Bookings could be used as a customer faced interface for service plans created for their service cases which are planned on this FSM application. Can the customers be routed to Zoho Bookings for
Displaying Client Contacts alphabetically
Is it possible to list your Client Contacts alphabetically within the Client page? I believe my contacts are currently listed chronologically according to when they were created.
How would you rate unattended access?
Hola! We are thrilled to see so many users opting for unattended access add-on in Zoho Assist. It would be the right time to know your feedback on it. Your feedback will be highly appreciated and it would help us to enhance unattended access further. Do let us know your rating and views through this form. (It won't take more than a min, I promise.) Happy remoting!
External file share report and manage in one place
Dear Zoho team, We use Workdrive to share some special content to certain customers ( whose purchase ) such as special download software, contents, manual. . So we would like to ask the following possibilites : 1/ Any report on the external links share and whose see it ( marked require info from customer ) , not check in each individual files properties 2/ A central place to manage external links share , may list the due date ,... so we can change it on time or occasionally 3/ Ability to share
Showing GST inclusive on invoices
At the moment ive only been able to locate how to add tax to an invoice but i can't see how you can have the option for it to automatically calculate the tax for you and show it in the invoice. For example if I had a plan that was $100 a month and inclusive of GST (if applicable), in the country I operate from i'll be required to collect GST but in others I won't. What I want to achieve is two things 1) is to show the included GST on the invoice (if applicable) 2) is to be able to maintain records
via mailer1.zohocrm.com
Hi, How can I remove via mailer1.zohocrm.com from CRM ZOHO when I send emails? Best, Iliri.
can't sync all files
Zoho Docs can't sync all files. For a long time shows that "downloading 71 of 450 files". I already tried to remove and install. What else can I do?
Add Reminder function in the Pages section
When meeting with clients, I use the Pages section to take notes. It would be great to be able to have a check mark for items we write as "to do" and be able to find them quickly.
Predictable configurable set-it-and-forget-it drip messaging
The problem with current Drip campaign functionality is it TAKES FOREVER to set up its REALLY DIFFICULT to change When we stop and start a campaign contacts start from the beginning of the sequence again and receive the same email they got a short time ago You dont know when delivery will be so there are huge spikes and valleys in delivery quantity that are out of your control, and you have no tool to stagger them You have to keep retypeing/configuring each one painstakingly and it takes hours and
Sub Forms within a Sub Form
Hello, I need to store two levels of master details in my form. For example I need to store with a Purchase Order, PO Header and PO Details such as item wise quantity ordered. However I need a further sub-form to capture the break-up of quantity ordered into customer wise requirements. Is it possible to store sub-forms within a sub-form. Is this functionality supported in C5 version. Another issue is to add the required number of rows in sub-form at the time of data entry based on the requirement.
Account is not active
Hi there, We have some problems, with accounts on our domain xxxxxx@lead-adventures.com, my account is working fine but other accounts from my coworkers have this problem. How to fix it? Best,
How do I ensure that customer emails go to a particular team?
Hello I am trying to make customers emails relating to sales/leads go straight into an easily visible/searchable way to access. I believe it will take manpower (daily or weekly) to go through newly created tickets and then edit the classification so it goes to the right people. However I wonder if there is a more automated way to do this:- a) Set up a new sales Department with emails redirecting here to auto create tickets. Problem is I can't seem to filter the tickets by Department? b) Set up a
New account login
I created a new account. Now I cannot login in that account because of verification code. The code will always and only be sent to the account that I try to login. This is really annoying!
Still unavailable to receive Emails
Everything is verified (except DKIM, which shouldnt be a problem when receiving emails) and i am still unable to receive any emails. Internal (zoho) mails between users on my network is working without any problems, but when it comes to receiving from the external sources (ex. gmail. hotmail.. etc.. ) nothing appears. I have double checked all my mx recors, all txt records manually and with other tools such as mxtoolbox everything is green and in order. Can i know why. (i have waited for more than
"end of file reached" error in rails when using Action Mailer to send email with SMTP
Hello, I've been having issues sending emails from my Rails app using the action mailer. This is my smtp configuration: config.action_mailer.smtp_settings = { address: "smtp.zoho.com", port: "587", domain: "domain.com", user_name: "user@domain.com", password: "ABCDEFG123", authentication: :plain, enable_starttls_auto: true } When I try to send an email I get this error for rails: # continue looping
when nil
raise EOFError, 'end of file
Impossible to hire help if their trial ends in 14 days!
I added a "contributor" to my website. This person had to create a Zoho account in order to be able to access my site. But their trial ends in 14 days! Does that mean that they can not work on it anymore after 14 days? Obviously I can not obligate anyone who is kind enough to help me with my website to purchase a license and I don't want to pay for an extra account, just in order to be able to hire someone! That means that Zoho puts me in a difficult and awful position: I can't hire anyone to work
What means "Module" in the Desk comparison table?
We are going to expand the use of departments and blueprints on our Desk subscription. I was looking at the limitations for these points to be sure if we were going to fit into them. When I look at the feature comparison list, I can see that we are allowed to create "20 Blueprints per Module". I can't find the definition of a "module". What does it exactly mean? Is a "module" the same thing as a "department"? There are some limits which use the "department/module" definition which makes it look like
Notifications not working as expected
Hi, currently we have the following scenario with the following issue: customer creates ticket -> direct assignment rule is triggered to assign the ticket to team A (always) workflow rule with ticket notification on ticket "create" is triggered to notify all team A members one support member from team A assigns the new ticket to him (as team assigned ticket) and works on the ticket support member changes ticket status -> workflow rule is triggered to notify all team A members on ticket "edit" support
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
I am trying to send my first email and it isn't allowing me because Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
How to find key for a custom lookup field in Zoho Crm
Hello everyone, I'm facing a problem in lookup field. For Example: On "Potentials" module ,there is a standard lookup field named "Account Name" and it has a standard deluge name "ACCOUNTID" through which we access record values for particular selected record. e.g. potential_info = zoho.crm.getRecordById("Potentials",input.CS_Opportunity_End_User_ID); if(potential_info.size() > 0) { if(potential_info.get("ACCOUNTID") != null) { input.CS_End_User_ID = potential_info.get("ACCOUNTID").toLong(); input.CS_End_User
Outgoing email blocked
Good morning. My son's email account, info@hillbillyhogs.org, was blocked for outgoing mail after it was hacked in November. He contacted customer service about this, and has followed all the steps given to him, including setting up two-party authorization, antivirus inspection, etc. As of this morning, he has not received any replies from you regarding unblocking his outgoing email. i don't know if his emails are going to your customer service spam folder (he's having to use a yahoo email account
Email Excluido
Bom dia. No dia de hoje, 15/01/2019, exclui indevidamente vários e-mails. Gostaria de saber como posso fazer para recuperar os mesmos. O e-mail dela é contato@worldlimp.com.br Existe alguma forma de recuperar os mesmos?
Is it possible to create a record in a Creator app from Zoho Desk?
We are analyzing Creator to find out if it's possible to integrate a Creator application into our service workflow on Zoho Desk. We want to create a mobile FSM (Field Service Management) application which will be used by our field technicians and they will be filling out the service forms which will be linked to service tickets on Zoho Desk. The process will be started by the service manager from a ticket record on Zoho Desk and the planned service details will be transferred to the service form
New UI unattended list MUCH more difficult to navigate / find computers
This is my first post here. We've been using unattended access for about 1.5 years now. We have close to 100 computers in roughly 15 groups. Used to be easy, just scroll down the groups list, which was always on. Now, I have to use a drop down just to see the groups, and it's not as easy to navigate/scroll, find, and select the group. I assumed that over time, we would get used to it, like when Hulu changed it's UI, but nope, it's just a PITA every time. Can we maybe get an acknowledgment that
My Client's Account is blocked
Hi, my client's email account is blocked to outbound email. Please can you unlock it. Thanks.
My client's email account is blocked
Hello, It seems our email address comercial@supplyargentina.com.ar was blocked for some reason and marked as "spammer". Please re-enable this email address immediately, as it is very important that we have access to it again asap. Thank you and I look forward to your help and reply soon.
Tasks vs events
Average day of my salespeople is visiting accounts to show them products and take orders. Trying to understand the best way to record each visit so I can clearly see everyone's activity by customer or by lead, correctly dated and timed. Is entering tasks connected to each account or lead best way to do this? I am a little confused about open or closed task thing, just not sure how to categorize it. Also, if follow up is needed, how do you set it up so it shows up in the calendar?
Problem when trying to add a Resume
Hi, I noticed a problem when trying to import a resume of someone who is working in two companies up to date. Zoho Recruit doesn't allow me to proceede, the ATS thinks it's a some kind of an error or mistake and that the candidat can't be working in two places at the same time.
Zoho-Sites: 1 contributor limit
Since there is no import function in Zoho-Sites I am stuck to having to copy & paste each and every text-block paragraph by paragraph, page by page from my current site onto the new Zoho-Site. This is a lot of work so I am trying to recruit some help. Unfortunately I am allowed only one single person as 'contributor' to work on my site on my Zoho-One/Solo-preneur account! I beg of you: Either create an import function or lift the 1 contributor limit to Sites, so I can have more than one person work
Auto populate form field from user login profile and recruit clientcontact field
Hi, I have created a form for our client to submit a job to our Zoho Recruit instance. When my client user login to the apps and launch this form, I would like to have the "Client Company Name" field in the form pre-populated based on the record in my Zoho Recruit client contact list. Is this possible? If so, how do I do this?
Form custom button to call dashboard
Hi Everyone, I have a form that I call from a dashboard page. I would like to add a button to the form called "Exit Form" to call the dashboard page making it appear to the user the form is being exited. Can you tell me how to set this up? If this can't be done, I can rename the text on the reset button to "Exit Form" but I don't know how to trap when the user clicks on that button and what deluge command I need to execute to call the dashboard page. Thanks in advance. Truly, Emad
Auto - Populate Fields from lookup on user input
Hi All Im fairly new to zoho creator. I currently have 3 forms which i have lookups on each form. I am wanting to Auto-Populate the "Owners field" when a Horse is chosen from the dropdown lookup on the form "Background Info". A few questions. 1) What type of Field Does Owners need to be on "Background Info Form" 2) Do i need to add or modify and of the relationship data as screen shot below? I have tried adding a workflow: (But it appears to be doing nothing) while a record is being created or
After clicking link of table of contents (url#anchor): no more clicks measured
Hi, i have a URL split test: Split Test Stimmungsaufheller (1) (1) (1) (1) (2) (1) (Btw. how can I rename it) While testing I found that after a user clicks a link of the table of contents (e.g. https://www.meinwegausderangst.de/pflanzliche-stimmungsaufheller-02/#tab-con-21 ) and after that a user clicks another link that should be measured by a goal, then this click is not taken into account. This seems wrong to me! Please support. Btw. my email is andreas@warzen-***.com You should find my account.
MAc data recovery
All the above suggested softwares and tools are really great. You can also go for Mac Data Recovery software to undelete files on Mac OS X. This is great recovery software and recover and restore all deleted files only with few clicks of mouse. Various files are fully supported by powerful data rescuer, such as documents, photos, music, videos, emails, archives and more. Portable devices like external drive, USB drive, SD card, memory card, digital camera, Music Player and many others are supported
How Can Repaire Mac data
MAC data recovery software is an easy-to-use specially developed for Mac OS. It can retrieve your lost or deleted files such as photos, videos, music, documents, emails and more from formatted or damaged hard drive as well as from external hard drives, Flash drive, memory card, memory stick, mobile phones, digital cameras, iPods, Android and other media storage devices. Some More Features:- *Recover lost files from MacBook Pro, iMac, MacBook Air, Mac Pro, Mac Mini etc. *Recover all deleted data with
Blacklisted addresses and list count
Hi, I've seen that your price depends on the number of subscriptions. My list has more than 5,000 address of which some are not valid anymore ( just a few have unsubscribed, opt-out, some are addresses not valid anymore, hard-bounce). So my valid addresses are less than 5,000. With my present provider those addresses are inserted in a blacklist list so that email won't be sent anymore. How are they treated in Zoho campaigns? Do they count as subscribers? Will I fit in the less than 5,000 price range
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