Access to SMTP over VPN
Hi there, I am unable to send emails over SMTP while connected to VPN. However, there are no problems with webmail and imap access. Any advice please?
some mail problems (sent mail shows up twice, pop authentication)
I recently started using Zoho mail and it's pretty much ok, except for some problems, that weren't there when I started with zoho about a month ago. 1. All mail sent via pop or imap shows up twice in the 'Sent' folder in Zoho Webmail. Not a huge problem, but annoying. 2. I access Zoho from different machines, 1 with IMAP (working fine), another with POP. Since today the POP server complains that authentication failed. Any idea? 3. Thinking that maybe my POPc onfig is screwed somehow, I wanted to
Link to form entries
Hi, I'm new to Zoho, and I have a hopefully simple request. I have form called Clients that holds client information, and that has a 1-to-many relationship with an Events form - multiple Events can be linked to one Client. In the Client report, I can see the names of the Events linked to the Client record, but I want to be able to click those Event names to go to the Event record and make changes to it. Here's an example from the Client report: The lookup field in the Client report is listing the
Not able to fetch log for "Non Billable" tasks through ZOHO API even after passing the input parameter - "bill_status":'All' or "bill_status":'Non Billable'
Using ZOHO Projects API to get the Timesheet data, I can get only log for Billable tasks and not Non Billable tasks even when there are Non Billable tasks logged by the user. params = {"users_list": values, "view_type":'month', "date":'12-01-2018', "bill_status":'All', "component_type":'task'} I have set the bill_status to all but the results are showing only Billable tasks. Please look into this at your earliest possible.
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
Issue with Account Details view in Contact Module
Hi Team, I am facing a problem in Zoho CRM. The steps I have followed, 1) In CRM, I have 2 user roles such as Sales Manager and Sales Rep. 2) In Contact module, I have customized one User field named as "Sales Rep". 3) From "Sales Manager" account, I have created a lead named as "Mark ben" and account named as "ABC Pvt Ltd" after converted it to Accounts and Contacts. 4) In Contact(Mark Ben), I have selected the sales representative to "Sales Rep" field. 5) After Logged In from "Sales Rep" account,
Link shortener
Why are some of the URLs in a post shortened and some not? I want them all to be shortened.
Blurred Screensharing in Zoho Cliq
As shown in my screenshot, the screen is blurred in the screensharing. I saw another ticket where it said it was resolved 2 weeks ago, was it only oniine ? Desktop version of Cliq : 1.3.0
What if you could change all email template content without opening all of your templates?
When I first got into segmenting and sending emails to contacts in Mailchimp I got so pissed because every time I wanted to keep some consistency or make changes in all of my email templates I had to Go in a hunting expedition for hours to find the text I wanted to changed across ALL templates (what if I missed one?!) Open each one and copy and paste the fix (monkey work that takes hours, plus what if I pasted wrong?) I would waste hours: I would make mistakes, (customers would get "Hey how are you
LEAD/ CONTACT OWNER when ADD to CRM
When we convert the Contact in SOCIAL to CRM , it does not allow us to choose the LEAD / CONTACT owners , but most of time, it will automically assign the PORTAL ADMIN as owner. Am I missing anything in Setup or it works this way ? Is there a way to choose owner or at least the person whose chat or handle the Customer from Social Zoho should be the OWNER
Content of the mails sent with Zoho Invoice
Hi, When I send a quote with Zoho Invoice, I use an email template that has already been created. Sometimes, depending on the client, I add a personal message. When I send the email with the quote, I see in the quote timeline that the email has been sent. How to find the mail history with its content? Is this possible in Zoho Invoice? Maybe it's possible via Zoho CRM? Thank you
Combine data from lookup fields to text field
Hi. I trying to merge data from a couple of lookup fields with other fields and place them in a multi field. Here's the script: input.Map_header = input.Property_Owner_Agent + " " + input.Property_Name + " " + input.Address; Property_Owner_Agent and Property_Name are lookup fields. This is for the Map Report popup box. The below photo shows numbers instead of the names. The address seems to work although I'd like to get rid of the county and country. Please help.
Parentheses in Products in Zoho CRM
Hello, I wanted to let you know that we utilize parentheses in all of our product names in Zoho CRM. Zoho Desk has recently removed support for parentheses as part of product names when a product is added via the API. I want to ensure that Zoho CRM does not have the same intention and plans to continue support for parentheses as part of Product Names. We also would like to advocate that parentheses be supported in product names in Zoho Desk, especially as there will soon be a new feature added
VAT Filing
Like the new VAT filing module guys - nice one :-) Hoping that HMRC will allow me to use Zoho MTD to file electronically now - applied to use the HMRC beta, even though we don't meet their current criteria by trading within the EU !
I want to duplicate a page and want to use as different page
I want to duplicate a page and want to use this page as different page . So that I cant create multiple page which are same in design in short possible time
Phone Search returns no results?
Using the phone search method I'm seeing a problem when I try to find accounts... This is the method: {{api-domain}}/crm/v2/{{module-api-name}}/search?phone={{phone}} With the phone="5555555555" and the module-api-name="Contacts" the search returns a number of matching records for the Zoho Trial data. However, with the module-api-name="Accounts" the search returns a 204 No Content. If I search for "555-555-5555" it DOES find the matching accounts. Oddly searching Accounts with "555 555 5555" also
Docs folders present, but not files
I just installed Zoho Docs for Desktop on a new PC. I am getting the whole folder structure, but no files? What could I be doing wrong? New PC is Win 10 Home, 64 bit, Celeron N2830, 4 GB memory 1/2 TB hard drive. Old is Win 7k Ultimate 64 bit, 8 GB mem, 1 TB hard drive. I can access the files in the online Zoho Docs.
What is Shipment Order #?
Seems like shipping is overly complicated here. It's probably to accommodate situations different than ours, but here are a couple questions: 1) Can't the system default to Packing Slip #1 rather than me having to enter 1 for every single package we ship? 2) When I manually ship (all USPS is manual at the moment) what is Shipment Order # supposed to mean? It's a required field, but I have no idea what it is asking for, where it's used, etc. Is it the Sales Order Number? Could it default to that?
Implement keywords lookup from API
Hello We used API to implement search engines on KBs that we made in zoho. Is there any way to implement the 'failed keywords' section of the KB so we can see which failed keywords we have by the API search? I'm talking about the attached image. Thanks!
Is it possible t duplicate any page easily like other CMS
Is it possible t duplicate any page easily like other CMS
Zoho Phonebridge showing wrong number in the popup
I've integrated PhoneBridge with my yeastar asterisk when I place a call from my sip phone I get the popup call but showing the number of the DAHDI channel as destination instead of showing the number I dialled. anyone has any ideas about this ?
Constant Contact Api Sync
Hi, I wanted to know when or if it possible that Zoho Analytics will be able to pull Constant Contact live data from the account? I know it is possible with the exel and csv files imports but I wanted the more automated sync option. Thanks.
Create a Bug (ZProject) using Custom Function and Blueprint
Hi there guys, I'm wondering if any of you have tried and got this working I need to create a BUG on Zoho Project/BugTracker when certain criteria is met on Zoho Desk (using Blueprint) but I don't know how to do it since I'm quite new at coding with Deluge. Can anyone help me out with this one to have some starting point at this :)? Kind Regards
Zoho Notification Emails in Outlook: Show Original Message by Default
When I receive notification emails from Zoho projects, I see what appears to be an auto-generated summary at the top, and a link below that that says "Show Original Message". The information I need is not included in the summary, so I always need to click the link to see the information that is important to me (e.g. I am looking for what the new task status is, number of work hours, etc.). It is annoying to keep having to click this to see the information I need. How can I see the "original message"
The problem with new members sign in.
I have a problem with new members sign in. situation: Our new project member had registered his account's password through the invitation mail. after then the web page was moved to ZOHO top page. https://www.zoho.com/jp/projects/ He clicked "sign in" which is in right side above. But the input form (e-mail and password ) is not indicated. He tried several web browsers but result was same. He still can not reach my project web page. I would like to know that what should I check to solve this problem.
Tip 34: Baseline in Zoho Projects
Baseline sets a benchmark for the project and tracks deviation in schedule. It is inevitable to have changes in a project. Create multiple baselines and compare them with your current project schedule. Establish an initial baseline before commencing the tasks. Baseline gives you a clear picture of all open tasks and comes in handy to compare and evaluate the current schedule. Don’t panic about losing track of tasks which delay the original schedule. You can set up multiple baselines and compare
How to add Radio Button in Zoho Desk ?
I have a web pages which consists Radio Button and various different HTML controls. We are taking the inputs from these fields. After getting these data I want to send back to the Zoho Desk. But Zoho Desk has limited set of controls like (Single-Line, Multi-Line etc) But my input requires Radio Button and various different elements. How can I create custom web forms in Zoho Desk?
Auto-scan existing documents
I uploaded a number of receipts without having enough auto-scan credits. Now, I've upgraded my account and have the credits, but I don't know how to trigger the processing. How do I do this? Thank you.
Selecting only distinct apps to share
Is there a way to select which window we want to share instead of the whole desktop? olivier
Share Permission
Hi, this is my first question in this forum , it seems to be very easy ,but i cant figure out .can any tell me how to give shareable permission to any user, i tried some options from share icon, but user are not able to see any enabled option/button on this view, can any tell me what i m missing your help would be highly appreciated
When will Zoho CRM 'Attachments' offer a link to Zoho Team Drive?
Currently Zoho CRM Attachments only offers a link option to Zoho Docs, when will this be updated please?
Server denied POP3 access for the given username and password
Hi, I have a zoho email account that I want to fetch to Gmail, however, it is giving me error " Server denied POP3 access for the given username and password. Server returned error: "Authentication failed" ". I have entered the correct email, password and following Incoming Server Settings:Incoming Server Name: pop.zoho.com Port: 995 Require SSL: Yes I have not enabled TFA for my account, then why it is giving me this error?
Hello from Lancaster, PA
Hello all. I just joined the community. I am sure that there is a wealth of knowledge in here, and am looking forward to learning as much as possible to apply it to my business. Many thanks! Rich https://richardwaine.com
account
why i cant create account now!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Do Hide/Show Functions based on Dropdown Selection not work in Subforms?
Hi, I have created forms where the fields are shown or hidden based on the dropdown selection on the previous field. Can the same be achieved with Subforms? If so, How? If not, Is there a work around to achieve this?
Configuración Estado (State) y Ciudad (City)
Buenas, me pueden colaborar para configurar el condicional o como formular que al ingresar el estado en una (Linea de selección) en otra linea puede seleccionar la ciudad. Esto para poder configurar los estados y ciudades de despacho de los productos. Agradezco su colaboracion,
ZOHO CRM SOCIAL TAB NOTIFICATION
Dear All, We have ZOHO ONE enterprise edition, with SOCIAL TAB intergration , mostly from FACEBOOK. But we have 1 problem, there is no notification / feeds / sales signal in CRM for Social Tab. So when there is contact or message from customer in FACEBOOK , there is no way to notice that, unless we purposely open the Socail Tab in CRM , or open ZOHO CRM on desktop. It is inconvenients for Sales team , is there a way to show notification of Social Tab in CRM ?
Suggestion - Credit Limits
Hello, I'd like to suggest a new feature for Invoice. I'd like to be able to set a credit limit for each client and to see a report showing how close to the limit each client is. When posting an estimate or invoice a warning should appear if this would take the client over their credit limit. It should also be possible in the settings to set a default credit limit for new clients which would be used if a specific limit is not set for that client. Regards, Mark
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
i tried to send message and it says Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. can you please unblock it for me since i need to use it for work, my account is bmcelroy12@zoho.com
Email rejected per DMARC policy for zoho.com
Hello. Starting from today, unable to send mail from my zoho free account ( myname@zoho.com ) by SMTP. Have been using this for years without problem. Undelivered mail say, <myname@zoho.com>: host smtpin.zoho.com[8.40.222.120] said: 550 5.7.1 Email rejected per DMARC policy for zoho.com (in reply to end of DATA command. Using Sylpheed mail client on Linux Mint. Thanks
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