Strings and Captcha
Hi guys, This is the first time I write on the Zoho CRM's board. I was noticing on my settings there is feature that if brought to the table might be really interesting to use. 1) Captcha. The captcha we use ask for a numeric digit. I am afraid to lose leads just for a number. So i was thinking, is it possible to use something similar to Google's "i am a human being" to avoid spam from bots who mess the CRM up? 2) String for "Preferred contact". Sometimes i have perplexities about how to reach
Birthday of Child Contacts
Here's my set up. I have an education center for kids. Each family has an account. Each parent is a contact. Each kid is a contact and has the birthdate field filled. I want to run a report that pulls all the kids with a birthday within 90 days and sends an email to their parents. Anyone know the best way to do that? Dale
Portal URL for Use in a Link?
Maybe I'm missing something, but I'm trying to find a link that I can use on a webpage to take clients to their portal. I get that they'll need to log in--that's fine. But is there an open URL that I can use, or it would be different for each client?
Storage
CRM Enterprise Edition includes 1GB of storage per org + 1GB of storage per user. It also includes unlimited Records. Am I correct in assuming that the storage used by these records doesn't affect the Storage limits? 2nd question: Does anything other than Attachments affect the Storage limits? Thanks!
Column totaling
Hi Is it possible to sum the total of a numerical column in a report?
error
This Operation has been restricted. Please contact support-as@zohocorp.com for further details icldourkorea.kr cannot be added domain.
zb code
I accidentally removed my zb code from SmarterASP.NET domain Cname parameters. Please provide me with my zb code. My domain is gofano.com Thank you.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Hi, For the last few hours, I've had a problem sending emails. Whenever I try to send an email, I get a message saying "Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked." I've tried sending to several addresses but always get the same warning message. I tried clicking on the learn more button to try to understand what the problem is but couldn't find any explanation. Any idea what the issue could be?
my business email not working
hi, my business email not working?
It's been 2 days: Can send, but can't receive e-mail
support@chipwallet.co Thank you, h
This Operation has been restricted
my website is tankikontroller.tk from freenom and i want to make custom email account from zoho but i am facing some issues like this operation has been restricted please help me to make that account
What happens if an account don't verify the email address past 30 days?
If one account doesn't verify the email address, that account is deleted, is locked out?
No contacts for the customer
I get the following email when a payment reminder goes out to one particular customer: Payment Reminder - No contacts for the customer John Doe Construction Hello, Payment reminder for invoice INV-599 dated June 01, 2018 is not yet sent to John Doe Construction, as contact details are not available for this customer. Please send the reminder manually. Thanks, Team ZOHO However, all contact information is in the "Contact". Please help!
Address not fund
Dear all, Please, I created my Zoho Email Account and I am able to send messages to other email address. But I can not receive any email to my inbox. The senders got this message: Your message wasn't delivered to (my Zoho email) because the address couldn't be found, or is unable to receive mail. Please, can you help me solve this, I will be very grateful. Thank you in advance.
no incoming email!!
hi i've just set up my account with zoho, my outgoing email is working fine but i am not receiving emails. my address is spencer@maekerstudio.com can you please help ASAP!!!!!! thanks
lookup
Hi, I have 2 forms 1st is match fixtures 2nd is corner statistics match fixtures form has match fixture id match fixture date corners form has corner statistics id match fixture date lookup home team i am trying to populate the home team based on the lookup field of the fixture id thanks
Zoho integration like Evenbrite App Marketplace
We're started to check the eventbrite feature and looks like okay with campaigns and auto fill when there any attendees. But, Why not have Zoho Meeting and Zoho CRM sync?
Sales/Purchase documents width increasing unnecessarily
When we create a sales/purchase transaction and add the usage unit while adding quantity for any particular line item, the usage unit always comes below the quantity. What this effectively does is that the number of rows consumed is always double (As the usage unit would always consume one row per item added). This becomes very problematic when the number of items in a transaction are huge, lets say around 40-50 items. In such cases, the rows for items are 80-100 instead of 40-50 and this leads to
Notificaciones de tareas y eventos en el calendario
hola buen dia. me gustaria saber si existe alguna manera o configuración para que al momento de que me llegue una notificación sobre una tarea o un evento en el calendario me genere una alerta pop up en el celular o en mi navegador para que me recuerde que debo hacer, y no solo en la parte derecha arriba del navegador muchas veces podría pasar tiempo en otros programas y no estar viendo siempre la ventana del correo en ese caso se me puede pasar alguna reunion ya que no genera ninguna notificacion
Moving transaction to another account
I've finally linked my bank account to zoho, but I can't seem to find how to move the transactions from the original unlinked account to the new linked one. Is this even possible? I don't fancy manually categorising all transactions and adding the receipt
Creator 5 Panel Configuration
In the New Creator I am creating a dashboard that includes panels. They are created, and now I want to link (Action) the panel to a report. I have that all set and now I am at the Query Parameters point. How do I write this so it goes to the report and fetches my info? (ex: Status="Open") ??
Agent rotation for tickets notifications and/or assignment
Dear support agents, We have a agent for after office hours and weekends to attend tickets in our old ticket system. This agent shifts each week. In order to migrate these bussines into Zoho, I would like to automate agents shifts, to notify only to 1 agent a ticket creation. But I can't find a way to do that. I did an approach creating a team for the assignment rule for new tickets, but with this solution I have to change the agent in the team on each week shift. Is there any way to automate teams
The 'Quick Learning Series' - Post 26 - Announcement
Payroll is no more a pain, as we have a new payroll integration in the house. We are inspired to announce that Zoho People meets Paybooks, to make your payroll processes simple and swift at the same time, exclusively for India. Know more on this integration.
Down payments
Still looking for a way to setup down payments. Our terms for payments are 40/30/30 -Milestome payments. I have no way to setup this in the invoices. Our customers need 3 invoices. I can send a 40% invoice, then a 30%, etc. But I don't have any controll about the overall amount. The only way is to do all 3 invoices at the start and "mark as send". Later edit nr. 2 and 3 and send to the customer. In this case I have to setup a virtuell due date for invoice 2 and 3. what don't work. And I can't
Adding new records from another Form via email
Hi, As a workaround to the issue of Insert scripts not triggering Zapier actions, I'm trying to update a form with data from another form via email as suggested by Damien in this post: https://help.zoho.com/portal/community/topic/trigger-zapier-on-deluge-insert-into-function but unfortunately I can't seem to get a syntax that Deluge likes. I've checked the form email address and template I'm using and both look ok. Here's the Insert function I currently use that works (but doesn't trigger Zapier)
Get Record ID - Send Email
I'm trying to send simple email with an attachment from Parent detail screen but facing issue on getting record id. I have created two forms Parent Form and Child Form (contains look up of Parent Form). Created one send email button (custom Action) to send an email. i'm able to send email from parent but now want send email with an attachment contains all its child records as an PDF. Can someone please guide me on the same?
blocked account
the account enriquetorres@ithpublicidad.com is blocked by exceeding the limit. Could you unlock it?
not receiving mails
I fixed my mx records, dkim, spf, cname and still I am not able to receive mails but I'm able to send mails
Events tied to Multiple Potentials
The way our business is structured we sell multiple lines of products to single customers (an engaged customer in our business is on 15-25 distinct "programs"). Because of this we generally have one potential per product line or program. Often we are juggling multiple potentials at the same time but we go to the customer for one meeting to discuss and follow up on a few. I've asked and there isn't a way to tie a single event or meeting to multiple potentials (eg. we go in to discuss office supplies
Not receiving emails sent via AWS SES
Hi, I have a web server that uses AWS SES to send emails to customers, however, when I send emails to my own email address (a contact support type of feature) they're not received (or at least 95% of the time). I've tested with multiple emails and they are received with my non-Zoho accounts, but not on my "contact-us" Zoho account. I thought it might be hyperactive spam filtering but from my control panel there are no blacklisted domains/addresses nor any emails in quarantine and though there were
Formatted resume no longer working
I spent hours and hours last year creating a full template in word and uploading to Zoho, with a few initial problems that were solved through a few calls back and forward to Zoho all was working. The format worked perfectly for over a year, suddenly the template that I uploaded to Zoho is no longer there and there is no option to upload a template as there previously was. Essentially in advanced settings in the resume format, it just comes up with a text box for you to design your own template.
Page Campaigns in Facebook
Am I correct that, in order to run a Page Campaign on Facebook, you have to create a Page Tab. However, in order to create a Page Tab, you have to have 2K+ likes on your Facebook page? Therefore, unless you have 2K+ likes, you cannot run a Page Campaign. Is this correct? Why 2000 likes? Would like a little more info about this. Thanks!!
Where can I find my CNAME Code (starting with zb...)?
my domain is Nikitovic.info. Tnx.
Recurring billing on estimates and invoices
Hi Ashika Hope you are well. We have a combination of Hardware and Software products, the H/W is a once off cost, the S/W is a saas product (software as a service) billed monthly (recurring) how to we clearly define them on an estimate and invoice differentiating between the once off and recurring costs. Thank you. Looking foward to your reply. Regards Dave Ram
Additional Integration with Projects
It would be nice to be able to create a purchase order and link the line items to individual tasks on projects. Allowing better tracking of activities completed in the purchase order
Account Not Active
Dear all, Yesterday I connected for the second time my domain with Zoho Mail and it was working great. Today when I want to sign in it says account not active. My e-mail address is: finesaberisha[at]arra-group[dot]com
unattended can't access, suddenly require me run in service mode
why suddenly require the agent need to run in service mode to send alt + crtl + del? I tired click on "Run as service" button but it has no effect. Now I cannot login any of hosts, please help
Export Bug
Hello, In my account I am unable to export tickets from 1 of the departments. This department has a mix of Email + Imported tickets. When we export, we are able to see the Email tickets. However, the tickets which were manually imported into the system are not being exported. Also, we are seeing some random Code in the excel. Kindly help in exporting. Regards.
Migrate from Bullhorn to Zoho CRM
Dear, We are using bullhorn as CRM tools since 1 years. Now we would like to use Zoho CRM. The bullhorn interface is to slow and not adapted for what we are doing now. How can we migrate our customer data from Bullhorn to Zoho CRM. Is there any tools, API to help doing this quickly. Thanks PS: http://www.bullhorn.com/?utm_expid=93119204-6.oWgKpItiS--e5Ex0Ln6VRw.0&utm_referrer=http%3A%2F%2Fwww.google.fr%2Furl%3Fsa%3Dt%26rct%3Dj%26q%3D%26esrc%3Ds%26source%3Dweb%26cd%3D1%26ved%3D0CCIQFjAA%26url%3Dhttp%253A%252F%252Fwww.bullhorn.com%252F%26ei%3D30xwVay4JYKuU5O5gLgG%26usg%3DAFQjCNF_0pzIS8c5CeSN1e_Y2M18SNgHCg%26bvm%3Dbv.94911696%2Cd.d24
Formula Function for a specific Picklist
I am using a picklist field which is 'committed time line' which has values (1,2,3,4,5,6,7,8) weeks. What I want is , if a person selects '1' then the formula should return current date + 1 week and so on. I am unable to use the formula effectively. Need your help to the soonest . Thanks.
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