Blacklisted
I attempted to send a campaign only to get an email stating "sender address domain has been blacklisted". How can I fix this?
Keep track of time and payments, now from within Zoho Desk.
Working on tens or even hundreds of tickets a day can leave your workforce lost on how much time went into what issues. This kind of information can be useful for streamlining of the team's effort, and crucial for matters like billing your customers. The Timer Zoho Desk's Time Tracker Enhancements help keep track of every second of work put in by every agent. Your team can clock in working time either manually for every ticket, or set it to automatically track the time they spend on each ticket.
Compare Field data of 2 different application form fields
I have 2 applications. 1. daily records (contains form name as ORDERS) 2. monthly records (contains form name as ORDERS) Both forms contains email field, such as 1. daily records(app)->orders(form)->Email(filed) 2. monthly records(app)->orders(form)->Email(filed) now i want to compare those two emails, e.g. if(form1 email == form2 email){ cancel submit; } No any idea, how can i achieve this?
Unable to make it work... automatic date update after selecting or unselecting a boolen field
Hi, I'm trying to make something really easy (I guess...) What I want to do is to set a boolean field to be selected if I need to trigger 2 events in an application: another field updated with the current date and an automatic email notification to be sent. I created the following script, which is suposed to be run when I'm creating or updating my form, but for a reason that I can´t understand is only working after the first submision of my form (meaning only works while updating a form) if(Estatus_de_emision
Can I custom Blueprint Notifications
Hello, I've created a simple blueprint workflow. I noticed that the agents concerned ( before section) receives notification but I don't find any option for: Enabling or not these notifications Customizing these notifications as I want Thanks for your help
"Unable to download the document".
I have a problem when exporting a file in zoho docs, it indicates "Unable to download the document". I need this file in .xls.
Using Zoho Forms in an agency type setup
Hi, I've had an enquiry from a client of mine regarding using Zoho Forms for his clients. I must admit I hadn't really thought of using the product in this way as I would favour Creator for custom client development but it got me wondering if it might be possible? I guess the idea would be that he signs up for the Zoho Forms account (and pays for it) then adds his clients as User level users with access to only their forms. Is that even possible? If so does anybody do this already and can give
Blueprint: transition owners
Hi, I've been creating Blueprints in Zoho Desk and it is awesome. But I wonder how the Transition Owners configuration works. If I put only one agent as Transition Owner, all the other agents in the department can perform the transition. I though that only the owner could perform the transition. Is this a bug or did I not understood how it works? Thanks in advance, Regards
Create Setting Page
Hi, I want to build a simple Settings Page from one record. Use Case: A Portal User clicks in the Menu on a Link (Component in a Section) with the name "Setting". This opens a specific record (not creating a new record) where the user can change field values. After he is finish with it he can save it and is redirected to the "Setting" again to make changes if necessary (Example in the Attachment). How can I do it? Thanks for your support Best Regards Marcus
I am stuck with this error => Invalid value passed for JSONString
public function ZohoGetPayments(){ $url = 'https://books.zoho.com/api/v3/customerpayments'; $data = array( "authtoken" => 'xxxxxxxxxxxxxxxxxxxxx', "organization_id" => '669341062', "scope" => 'ZohoBooks/booksapi' ); $curl = curl_init($url); curl_setopt_array($curl,
Zoho CRM Backup Email Missing Links
Hi, I recently backed up everything on CRM (about 10gb) and received an email with two links to zip files: 1. Data 2. Attachments_001 In the past there used to be lots of Attachments_00x files, but now only one. The Data file downloaded fine, so did the Attachments file, but it was only a partial backup (1gb worth). I then discovered if I downloaded from the same URL, but changing the query string to say Attachments_002 instead of Attachments_001 this contained more data. I did the same with Attachments_003,
Export from List view
I'm constantly having the issue where my users are building lists in ListView for various objects and then realising they cant export the data, then they have to go and build the data set in reports to export. I would like to see the ability to export to excel/csv from ListView.
Department view - sudden change of due date
Hello, It appears that Desk has change this afternoon. When in Derpartment View, tickets used to have the due date after them e.g. Ticket title - department name - 06 August Now this has changed to: Ticket title - department name - 1 day remaining Can I have this changed back please? It's pretty annoying when you have been used to working one way and then Zoho change something without notice or an obvious way to change it back to the way it was.
SPF and DKIM configuration fails
Hi, I have following the Zoho personalized email account guide written by Zoho guys as well as Namecheap (since my account is on Namecheap), and although all records have been rightly added, SPF and DKIM are simply not going through. You can check that I did 100% exactly what you guys ask and still it is not working. I would be really thankful for any help any soon.
Desktop notifications when a new ticket arrives
Is there a way to get real time notifications when a new ticket arrives. I'm looking for a pop up on a browser not an email or sms message. I know if you are looking at Zoho support you will see a popup in the bottom right but I need to see the notification when we are working on our site and not staring at Zoho support. Is this possible? Browsers used our Safari, Chrome, Firefox.
I want to print in bulk with a template of an invoice created with ZohoCRM
Hi support team Please help us. I would like to bulk print invoices created on Zoho CRM. ZohoCRM does not have the function to bulk print invoices and quotes. Is it possible to implement this function using an application on Zoho? Also, are there any plans for this feature to be implemented in the future? please tell me. We are waiting to have you help.
Automatically sending leads to a Zoho campaigns email list according to a field
Hi there, I'm hoping to create a workflow function that automatically assigns a newly created or imported lead to a certain email list in Zoho campaigns based on a field (specifically, if the lead's source is event, I want them to go an event mailing list in campaigns). If anyone could help me with the code required for this function that would be great. Thank you
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Hi, I am Sadurshan from Fly Holidays. Can I please know why my email cannot send outgoing mails. My email address: flyholidays@zoho.com Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. I am a travel agent, I can't send email to my clients. Please help me out, also this is urgent. Thank you
reason: 554 5.1.8 Email Outgoing Blocked
I need Help
All email hosted at ZOHO cant be sent to my bank
Dear Support, I have tried emailing my contacts at my bank with domain @vietinbank.vn All been rejected according to the copy past below, last week was still ok. The bank is not the problem here as they did check the logs and have not seen the email arriving at their gateway. How can I solve this issue, thanks for your help solving this crucial problem ! Best Regards, Christian ======== This message was created automatically by mail delivery software. A message that you sent could not be delivered
Recover deleted Draft Email
Hi it disappeared a very important draft mail, with alot of work behind it. I went to trash folder but there isn't there where can i find it? it's possibile to ask zoho to recover it? it's reallly very important email thanks
new emails create tickets but do not fill in required fields.
I'm looking for some community advice on this. We let our customers send us support requests via our email address "support@compname.com". Works great. But when the ticket is created we want to auto ask the customer to still login to the portal and fill in the required fields (e.g which product, model, etc..). I'm looking for advice on how to best handle this scenario. thanks, jack
Spotlight series 01: Understanding User Roles in ShowTime
Hello everyone! The ShowTime team believes that empowering our users, with better resources and techniques to use our product, helps them achieve greater productivity. With this in mind, So, here's our Spotlight feature post on "Understanding User Roles". Zoho ShowTime is designed for your entire team. You can manage them from ShowTime's Admin Console and assign specific roles to each member. Understanding how each account privilege works helps users efficiently organize their trainers and
Can I customize desktop notifications?
Love that I get deskbot notifications in Cliq...however, I'd like to modify the stock notification to include the ticket subject and perhaps the customer. Here's what I get now: Ticket Reopened in Zoho Desk New customer reply has reopened the ticket #4953 owned by you. Here's what I'd like to get: Ticket Reopened in Zoho Desk New customer reply has reopened the ticket #4953 owned by you with subject Website Down from ABC Corp. Is it possible to modify the deskbot messages? thanks, Scott
How to track lead activity?
Hello, Is there any way to keep track of a lead, like who has updated the lead, what fields user has updated, what was the previous lead status. Basically we want to see detailed lead logs. Thanks and Regards, Dinesh Kumar
integration ZOHO - MAILCHIMP
Hi! I am writing because I am trying to integrate my Zoho account with mail chimp. The problem is that everytime I try to do it in mail chimp I get the error "4102":"You don't have account in Zoho CRM" Can you help me please? best regards
Introducing the Zoho Sign API (Beta)
Hello, Today we're excited to announce the API (Beta) for Zoho Sign. This will help you to integrate your application directly with Zoho Sign programmatically. You can find the complete documentation here: https://www.zoho.com/sign/api With our API you can currently access and manage the following features of Zoho Sign: Document Management Create document Manage document Send documents for signature Get documents list Get document type Create a new document type Create new folder Get folders list
Incoming mail going to different alias
Hi, Using basic membership I have setup 11 domains of mine so far. I use these alias emails in Gmail account, when I send an email from one at times I get reply at different address which is not related at all. For example if I send email from info@ phoenix.net which is in my Gmail 1 account I receive a reply on Umer @ name.com which is integrated in Gmail 2 account. How do I fix this? I have changed domains just to explain the situation. The emails although are alias emails but are in different
searchRecords with multiple criteria is returning the search made using
the last criteria only (API 2.0)
Doing resp = zoho.crm.searchRecords("Leads", "(Last_Name:equals:Hawkins) and (Last_Name:starts_with:Pat)"); returns records for the search using ONLY the last criteria as if doing: resp = zoho.crm.searchRecords("Leads", "(Last_Name:starts_with:Pat)"); testing with other modules (Accounts and Potentials) and multiple fields (string, checkbox, numbers, dropbox) with the same results. It can be replicated by searching using the 1st criteria, then with the 2nd and then with both, the results are always
Change Data Type Missing from Right-Click
I understand from this help guide, that in order to utilize the Geo Data Visualization (Map Charts) the data field needs to be recognized as a geographical data type. For example, column Longitude needs to be data type = Longitude. The instructions demonstrate that right clicking on a data field name will provide a "Change Data Type" option but I do not see this in our database/workspace. I need to update our Address, City, State, Zipcode, County and Country fields to not be seen as text fields and
Vendor credit note
When you enter a vendor's credit note the item account will be "Cost of Goods Sold" by default, as this is inventory item then it should credit "inventory asset" account. Also, I can't change the account manually and use the "inventory asset" account Kindly clarify as this is wrong on accounting basics
Filters
Hi We have Account Owners and Account Co-Owners (also same for Lead and Contacts) As a manager, I want to quickly look at a particular salepersons accounts that is a Owner OR Co-Owner It seems the filters in each of the modules is set to AND so when I select John Smith as Account Owner and John Smith as Account Co-Owner is returns no records even though he owns accounts and also Co-Owns some accounts. There is no way of getting past this is there. I think an option of And/Or should be available
Auto suggest for Candidate Employer and College/ University names
Hi, In our years using ATSs, we find that the biggest challenge is multiple variations of Employer Name and University/ School/ College Name in Candidate records entered by recruiters. While naming conventions can be created, it is much easier and cleaner from a data management perspective to have an auto suggest feature for such fields. Best, Robin
Search function not returning results that are present in the database
Hi, When using the Search function to query our database we are not returning any results for specific database entries that we know are within the database. An example would be account number 'ABC1234', this is visible in the database under the 'Customers' heading, however when we search for 'ABC1234' no search results are returned. Any help or suggestions anyone has for this would be greatly appreciated. Kind regards Jack
Handling mentions and conversations
The method of handling @mentions with Twitter appears to be very poor. Receive an @mention it only appears in the @Mentions column under Monitor. If we then reply there is no way to track if an @mention has been replied to or not. There must be a way to see all @mentions with no response. Need to be able to mark @mentions as viewed or replied to so that agents do not reply multiple times to the same @mention. Facebook visitor posts at least show that a response has been made with number of replies
Transferring task lists from the Projects module into the CRM module
Hi there, I have a task list in the Projects module that I want to attach to all of my campaigns in the CRM module. You can create tasks in CRM campaigns but it does not seem like you can create or import task lists. If there is a way to do this please let me know. Thanks, Will KK
Zoho Backstage's first community meetup - September 2018
Hello everyone, We're thrilled to announce that we've organized our first community meetup for Zoho Backstage in Chennai on, Wednesday, 20th September, 2018. This is a chance for you to meet with Zoho partners, product experts, and other Backstage users as well. Share and learn from each other while our experts walk you through: The features in Zoho Backstage and how to use them to run your event successfully Effective and cost-efficient ways to market your event Creating a free event on Zoho
Paying Sales Tax need workaround
I understand the pay sales tax function but it eats up a lot of time unnecessarily. The Sales Tax Liability report could be useful but requires deep drill downs to get to the actual sales for reviewing. The drill down process loses the previous pages and the report must be regenerated. Instead I export the invoices for the month and sort by tax authorities then derive totals for the state return. That is ok, it doesn't take much time and is accurate and the base data is right there to be seen. Then
Continuous received recall failure message
Dear Sir/Madam, I tried to recalled a message yesterday, however, it's failed to recall. Then, I received thousands of email of "Recall failure". Please advise how to solve this. Thank you
CRM Macro: Can you allow to assign a task for the same day using macros?
We put tasks for some leads with the same day as due date because we need our agents to contact them right away. Trying to use a macro allow us to assign task with 1 day and more which means tomorrow and after. Can you allow tasks using macros to have 0 days after the macro has been run? so the tasks get the same day as due date?
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