I couldn't go to email section in Zoho CRM settings - permission is denied (I'm an admin)
I want to change my IMAP configuration in Zoho CRM. Go to setup->channels->email and error message popped up - Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. But the thing is that I'm the administrator. Please help me to solve this.
Help ...
I have invited and created 3 employees. I can see two of them on the users tab. I can see none of them on the employee tab. I'd like them all on in the same place. Please can someone help. I can't do anything on Zoho until I have my people correct. I don't mind if you make them users or employees I'd prefer them be able to use self service but they are employees of ours and paid so if they have to be employees then that's fine. Also is there a way to get live chat or set up help rather than
How can I disassociate / Delete a client from a project
Once I associated a project with a client in CRM, when I try to Delete the contact from the project I get this message "Do you want to remove this client & client users from this company" this looks to me like it's going to delete the client from CRM. I don't want to do that. I just want to dissasociate the client from the project. What I actually want is to remove all the client contacts from the Client Users. I want to be able to associtate a project to a Client but I don't want any "Client
Use of Contact Roles in Blueprint
Contact Roles is a field specific to the deals module, but you can't incorporate it into a blueprint. For example, our sales representatives meet with school districts and need to identify several roles in the decision making process before moving forward - we want to ensure those roles have been identified through blueprint, but no luck.
Member Status Field - Reporting
Hi, We mail out of Mailchimp and the data is integrated via Cazoomi. In the campaign, it shows a 'Member Status' field that shows for that record whether the recipient Opened, Clicked, Bounced etc. How do I use this field to filter leads, contacts or run reports? I can find this field name anywhere in any module - lead, contact, campaign, campaign response or email (the last two are custom modules) Thanks for any help!!
Error 4834 Invalid Ticket ID
I have been trying to make a simple getRecords request with C# code and I keep getting the error code 4844. I have refreshed my authorization token and checked accounts.zoho.com to verify the token is active. Any help would be greatly appreciated. The code used below is from the Zoho documentation. using System; using System.Net; using System.IO; using System.Web; using System.Text; using System.Net.Security; public class ZohoCRMAPI { public static string zohocrmurl = "https://crm.zoho.com/crm/private/xml/";
How to get data from my OWN .NET Web API application to ZOHO CRM and insert or update the records periodically
Hi, I have a Query. I am looking to populate my custom model inside the ZOHO CRM by getting data from my own api such as https:samplewebsite.net/api/test. I need to repeat this operation periodically. I need to see an example of how to do it. I also need information about a way to make it automatic. My application is in .NET API with back end in SQL server hosted in azure. The response from my site is JSON Thanks
How to get data from custom module in Zoho CRM by API?
Hello everyone, Today, I feel happy because I add new module success. Then I must have next step: How to fetch data from a custom module? For example,I create a new custom module named "Potentials", I try to fetch data by: https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=my_token_string&scope=crmapi but it isn't success (It return data from a difference built-in module). Please help me! Thank you!
Can't Create A Piechart in Zoho Sheets
Hi there I'm having problems creating a simple piecharts in sheets. I have a column that tracks 4 different values. I want to create a piechart to show what's the percentage of each value based on the total number of entries in that column. In MS excel, I just have to highlight that column and insert a pie chart. When trying to do the same with zoho, I get 'No chart recommendations for the selected data range'. And when I select piechart, the preview on the right show's nothing. Would appreciate
Unable to sent / receive emails
Hi, we are unable to send/ receive emails since last week on domain rcapl.in. Kindly resolve at the earliest.
recover wasted screen space
Yes, Zoho Projects has a clean look and feel but it’s wasting too much screen space. Just look at “Save Results To:” (upper right) stealing screen space from what could be another task like. Why do I need Chat/Channels/Help permanently occupying space (lower screen) Please consider making the UI more screen efficient.
Linking Data
Hi, I have added a custom field in Leads who's data I want to populate the same custom field in deals when I convert the lead. How can I accomplish this?
How to extract data from another custom module to include them automatically in the Accounts module
Hi, We are an IT services company that sells software licenses of various brands. We have within the Opportunities Module, personalized fields that are loaded in each Opportunity the number of software licenses that our clients renew or buy. We need to know how to visulize the number of licenses per brand that a customer has accessing the Accounts Module. From what I have seen it is necessary to create personified functions. How is it possible to do this?
Perdida de Correos bandeja de entrada
Buenas noches. el dia 4 de mayo me enviaron unos correos con unas imagenes coorporativas y el 5 desaparecieron de la bandeja de entrada. No fueron eliminadas manualmente solo dos personas tenemos ingreso al correo. como puedo recuperar estos correos?? gracias
Anybody know how to create a global list for lookup fields?
With dropdown boxes and so on, can you link them to a global list? For example, we want to hold a number of events in the dropdown box and it is continually updated.
Knowledgebase categories
I'm using Zoho's help center as the example for mine. I'm trying to have about 10 categories like Zoho crm help center on my help center home page, but bc the KB is tied to departments it seems,I can only have 2 since I have only two departments on KB. So what am I missing? How was Zoho able to get User guide, admin guide, etc on their home page, with icons and all.
Updating all records based on "On Success" scripts
For our catalogue publishing Zoho Creator app, there is a code that runs On Success for both On Add and On Edit. The script concatenates several fields and pre-formatted info into one value. The problem is that I have added the code after the initial import of data. So with any new records or edits added/updated the information is generated correctly, but Is there any way of forcing the script to run on all of the records in the database so they are all updated at once? Thanks for your help.
ResponseCode 421, 4.7.0 Temporarily Deferred when emailing QQ addresses
Hi Guys, Since yesterday, I've received a bounce mail saying "ResponseCode 421, 4.7.0 Temporarily Deferred" I'm not sure if QQ has blacklisted Zoho emails, but it would be great if you could look into getting it fixed.
Greetings from Zoho Mail. We would like to acknowledge that the email was rejected since one of our IP is currently listed on SORBS Blacklist. We have already blocked the Spam accounts responsible
Dear srs I need help solving this problem. I look forward to how to proceed.
URGENT: Unblock Debian Mailing List
Hello, I'm receiving Debian Listmaster warning in regards to emails from the mailing list got bounced. Could you unblock please? Here's a report: https://lists.debian.org/bounces/Dsax501p1RePYmZ66AQZLw I already added all possible domain level white list in spam control but I'm still receiving such warning. This is Debian mailing list so it is trust-able. I'm on 36% over 80% kick score over 4 weeks. There's an urgency. Thanks. Regards, Holloway
Sites with zoho one?
Hello - I have zoho one account. What level of sites do I have access to. I would like to see the membership option. Thanks.
HELP! I havent received any emails since the 8th of August
Hello, I am not receiving emails any longer? I have sent test ones to myself and these have also not reached my account!! Please help as I have been waiting for important emails to come through.
Ability for "Quick Edits" of Tasks
Hello, I think it would be a huge upgrade to Zoho Connect to allow "Quick Edits" of tasks. 1. Currently it is cumbersome to have to click on each task to assign a user, add a due date, assign priority, complete a task, etc. It would be great if there was a way to quickly make these updates when looking at a list of tasks (in any relevant list view such as list or section) without having to click on each task - similar to the method that many task manager programs like todoist do (see attached
replies sent from the envelope icon in upper right corner are so not appear in Email section of contact or deal record
Hello, I am corresponding with a contact about a deal. If I reply to the contact's email by clicking the envelope icon in the upper right corner, then hitting reply icon and sending a reply, that reply is not shown in the email section of either the contact or deal module. The contact confirms that the received the email. I would expect a record of my reply to, at least, appear in the Deal module's Email section because the reply was related to the Deal. What's going on?
PlaceHolders in Email Template
Hi, when creating Invoices in Zoho Inventory and want to send notification emails out, i want some information to be in the email like : Invoice # Customer Name Company name and Item list / products name . i found everything but the "Item list / products name" , how can i added to the email template ?? thanks
Super admin authorization change
sir, our firm have an email account with Zoho. Since one person who is holding the super admin account is not cooperating, other directors of the company wants to change the super admin email and mobile number to another one directors account. whats the procedure to do the same?
Reports overview page doesn't reflect the "On Hold" status data into the graphs
We were able to see the change in our "First Response Time" and "Response Time" dashboards after creating a blueprint which includes the newly defined states which are in "On Hold" status. After examining different aspects of the "Reports" section we've found out that the "Overview" page does include some errors with the "On hold" states. The "Current Ticket Stats" bar has the correct amount of per state values but the graph itself and the graph section buttons at the bottom of the graph do not reflect
Does anyone know how to create recurring events in Zoho Creator?
We use both Zoho CRM and Zoho Clendar and they both facilitate the creation of recurring events. As an example I can create an event which starts at 10:00 AM and finishes at 11:00 AM. It will start on a specific date and end after a certain amount of recurrences or you can use an end date. You can then choose the frequency. In our case it is weekly, usually on two specific days of the week. We would like to be able to do this in creator and then report information on each event. We cannot find the
Monitoring e-mail policies
Some emails have afflicted Zoho's e-mail policies. How to monitor these emails? How do I find out which emails hurt policies?
Track emails
How can I track the emails that are affecting Zoho's email policy? Some emails had a policy blockage message
Native support of gifs in note saved from Outlook?
I use Outlook. I want to save an email in a note form and have the gifs animate and not be static, when I share the note. This is the case for Evernote. Does Zoho offer this feature? Can Zoho be an add-in for Outlook to save an email as a note, with an animated gif, ready to share? If so, what are the steps, does it cost anything?
URGENT !!! Moved Folder in Webapp appear again synced from Desktop client.
Hello, we have kind of disaster. Desktop client dosn't work properly. Case 1. > I move FOLDER from TeamFolder to other Team folder. > This action is not synced on colleagues desktop > as result the folder is synced again from ther Desktop clients to cloud. and it creates FOLDER (1) the client is just not working. > Every time I start PC it start syncing folders from 0 and I see every time thousands of documents to be synced. > If Using Selective sync - Unselected folders still stay on desktop.
Cost of Goods Sold (COGS) and Inventory Management in Zoho Books
Hello, I have a couple of problems recording COGS in Zoho books: The first one: When I want to purchase an item I create a Purchase Order and I include the purchase rate of this item, the rate is the cost of the item and is included as an inventory asset. When a sales is made, the inventory asset is reduced and and COGS is increased by the same amount. Until now everything is OK. But I want to record freight-in charges, custom duties and clearance as part of the inventory asset when I receive the
Desktop App Fails to Start
Good Afternoon, I have downloaded the app, uninstalled it and reinstalled it multiple times. Each time I finish the installation process: I get to an option and select it. The screen I was on closes and nothing reopens in its place. The program does not run any futher. My P.C. says the program is running yet I get no response when I click on the icon. I have not been able to get it started.
What does the error "Pattern doesn't Match" mean?
I get this error as response. :"Pattern doesn't Match" What does it mean? Cheers.
Deals: Kanban style categorize by Closing Date
Hi, I'm trying to visualize a kanban style for deals, but I'd like to categorize by 'closing date'. Is it possible? I'd like to build something like this: https://automizy.com/wp-content/uploads/2016/04/Pipedrive.png
Client list, automatized documents + CRM
Hi I am trying to sort out which apps are the best fitting my company needs. Please advice if anyone is using similar services: 1. customer list with first, second name, phone number, address and passport number 2. generate leads using the customer data 3. generate tour voucher and invoice for the customer (create two templates which take data from the customer list, leads and has necessary custom fields) 4. track the workflow of sales managers Thanks much
NO PUEDO ENVIAR CORREOS A DOMINIOS PROPIOS
Hola, Un saludos a todos, alguien que me pueda ayudar con este problema con Zoho Mail al tratar de enviar un correo me sale esto "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. ramiro.gallegos@bitdefenderecuador.com.ec INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 The email account that you tried to reach does not exist. Please try 5.1.1 double-checking
Campaigns
Hello, I'd like to send out a newsletter just giving a teasing notice about the topics, looking like asdasdasdasölaökd skldfjlskdjfskldfj öldkölsdkfölsfk more ..... and when you click on more.... the "window" opens for the long text - is that possible with Campaigns? Any Ideas? Thank you in advance ;-) best wishes Verena
Not able to verify my SPF records
Please assist as I'm not able to verify my SPF records. I'm using cloudflare. Error- We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again.
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