Problems with sending and receiving mail
Faced with the problem that we can not send letters to our customers and we can not send anywhere except our internal domain network. With mail policy it is not connected, since I created a new one, without limitations and it did not help. With spam filter too - all restrictions were removed - did not help.
Viewing full page edit form mode when clicking on a row in an HTML page view
So I have searched for days on this and I'll try my best to describe this question the best I can (I'm new to Zoho Creator and don't know all the terminology yet). I am creating a police/security computer aided dispatch system, and I am using a page to display "Pending Calls" and "Active Calls." I created a page and added the module that allowed me to view the report with filters (ex: Pending or active calls). When I click on an active "call," it brings up a small box with limited information (I
Operation not permitted [dvkh@enpro.com.vn]
I cant click at Detail account. When I click. Its all what I see (attach image) Please help me to fix it dvkh@enpro.com.vn
Leverage the power of chatbots and messaging extensions for Zoho CRM to converse with your leads.
Listening out to your leads' requirements is the first step towards solving them. And, effective communication tools can help focus more on your customer and less on the process itself. With #ZohoCRM extensions, you can use chatbots, and text and voice messages to reach out to your clients, right from your CRM dashboard. With a seamless integration between third-party apps like Catalyst Connect Chat and Amplify Reach, drive more sales, keeping your clients well-informed. Check out this webinar on
Workflow Rule not triggered when multiple records inserted
I hope I'm just doing something wrong here :D When using an import feature on Skyvia I'm creating/updating some contacts, everything works well but I also have a workflow that changes the layout of the record since the layout field is not accessible via API (?) I noticed the pattern where if I move one record the workflow is executed correctly but if more than one it doesn't work. Please tell me the workflows don't only work on creating/editing ONE record?
Migrate from VTiger to ZohoCRM
Hi, I am currently considering the move from VTiger to ZohoCRM. It there an easy way to migrate the data or is the only route mapping each field from each table? Will I also be able to retain all quotes, orders, invoices and have them linked to the correct account? Many thanks Shaun
Third-party plugin installation
Hi! There is a problem with connecting third-party plug-ins to the site. I need to implement pop-ups and hints on the site. For this purpose was chosen an easy and simple JavaScript (JQuery) plugin . But I can not connect it to the site. I tried downloading the necessary files directly to the site folder. I tried to connect by reference.But the result is the same - nothing works. Could you give instructions on connecting third-party plug-ins to the site? And if there are any restrictions, describe
Tip#50: Follow-up with only those contacts who haven't responded to you
Hello folks, Here's our tip for the week, on how you can exclude contacts from autoresponders to schedule follow-ups only with those contacts who haven't responded. Let's say you're hosting a webinar to generate leads for your business. To promote this webinar, you could be using autoresponders in Zoho CRM to send automated emails to a bunch of contacts, urging them to register for the webinar. Some of these contacts might sign up for the webinar right after your first email, while there are others
Relationship between multiple forms
I have three forms: One form is where I submit a new sale (Nueva venta), this form has a subform with the detail of the products sold (Detalle). Those two are linked so my reports can include data from both forms. I also have a separate form with invoice data (Facturacion) and this has a bidirectional relation with 'Nueva venta' so that each sale has a related invoice. For reasons particular to my business I need to have a view displaying everything in form 'Detalle' (all items sold) and in this
Form & Report Access Permissions
I'm pretty new to Creator and need help figuring out how to set permissions on specific app data. Basically, portal users will submit data for their respective companies. I need to restrict form lookups, submits, edits, and associated reports based on what companies the user has access to. The main considerations with the project are: One user should be able to access multiple companies - ex) John is an exec for 2 separate companies and needs to access/submit data for both. Each user is anticipated
Contenu du RGPD - Présentation des demandes des personnes concernées et d’autres préférences en matière de conformité au RGPD dans Zoho CRM
Bonjour à tous, À la suite de notre précédente publication, nous revenons avec quelques fonctionnalités supplémentaires pour le RGPD dans Zoho CRM. Traitement des demandes des personnes concernées Les personnes concernées peuvent exercer leurs droits par le biais d'un portail ou par e-mail ou par téléphone. Vous pouvez désormais suivre les demandes de vos personnes concernées et les traiter en temps opportun depuis Zoho CRM. Allez à l’onglet Confidentialité des données dans la page des détails de
Zoho Reports- Create interactive timeline visualisations of reports
It would be great to have the option to create timeline visualizations of reports that "play" data over a period. Great example I want to show the changes (increase) in sales on a map report over a period of time.
GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM
¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically? A - Yes. This can be done while configuring an approval Steps: From your home page, navigate to Settings > Approvals > Add Approval Select the form and give a name Set criteria (If required) and configure approver Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need If you have selected 'Repeat', enter the frequency in which the follow-up should be done Configure email template
DSGVO – Fortsetzung - Wir stellen vor: Anfragen von betroffenen Personen und weitere DSGVO-Konformitätsvoreinstellungen in Zoho CRM
Hallo Leute, Im Anschluss an unseren vorherigen Beitrag hier ein paar weitere DSGVO-relevante Funktionen in Zoho CRM. Anfragen betroffener Personen handhaben Betroffene Personen können ihre Rechte über das Portal oder im Zuge der E-Mail- und telefonischen Kommunikation wahrnehmen. Ab jetzt können Sie Anfragen Ihrer betroffenen Personen nachverfolgen und diese fristgerecht in Zoho CRM bearbeiten. Wechseln Sie zum Datenschutz-Register auf der Eintragsdetails-Seite (DSGVO-fähiger Module). Dort finden
Sent emails stays in queue
Hi, Our company seems to be having problems sending emails. All our email goes to the queue and it happened this morning. There are no problems in receiving emails though. Please help.
php oauth 2.0 api erorrs
i am using this url with right access token. $url='http://www.zohoapis.com/crm/v2/Contacts'; for getting module details but i am getting this error {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"}
emails disappearing from sent items and inbox
Hi guys, My emails have dissapeared for the second time now. 50% of my sent items are no longer there and i'm missing some mails in the inbox. Please assist.
Get module details api
What is the exact oauth 2 api url to get module details like contact details with parameters ? I have a doubt also that Does the access token is oauth token ?
Unable to connect to ZOHO mail via Windows OUTLOOK
I am in the process of setting up a new DOMAIN and was told that ZOHO provided free email service for non-profit organizations. I created an account within ZOHO and can access the WEB mail via the ZOHO website. However, when I try to create a new account in my Outlook to access the email on the ZOHO server, the test message sent to my ZOHO email is received by ZOHO but I cannot connect to the ZOHO email server, hence I'm unable to create an OUTLOOK account. I have tried both POP3 and IMAP but neither
Website - '404' - File Not Found
Hi, I have just opened my website (mcclay.com.au) and found that it has the error message - "'404' - File Not Found". I have checked my settings with godaddy and it all looks ok. Could you please assist. Reuben
Your email outgoing status has been blocked temporarily. Please Click here to get unblocked
dhruv.sharma@socialcanvass.in I received this message yesterday, it has been over a day, i HAVE TRIED EVERYTHING I COULD, however, I am still unable to send any emails. request you to unblock it at the earliest
How to make age fields automatically accumulate over time?
How to make age fields automatically accumulate over time?
ZOHO PROJECT Generate auth token
Hi, I'm trying to create a workflow rule where if a deal is closed won, it will automatically create a project. I read that there is a prebuilt function for that in the CRM gallery. But it needs an Authtoken. So I would like to ask, does anyone know what to write in redirect_uri? Please help Thanks so much
ZOHO Project Generate AuthToken
Hi! Im trying to automate in CRM, when a deal is closed when a project will be created I read that this is a prebuilt function inside the CRM's gallery. However, it's going to need an auth token So i would like to ask, does anyone know what to wtite in the redirect_uri?
Drafts not showing on FB or IG
Hi! I've created draft FB and IG posts on Zoho Social, and I want to make some adjustments only available in their interfaces (emojis, etc). However, I'm not seeing those drafts inside the platforms. Should I? Should a Zoho Social draft post pushed to the platform appear as a draft there? If so, is there a delay, or is there something else I need to do?
Zoho ShowTime for Teams!
Hello everyone! We love working in teams here at Zoho, and that's why we've come up with the new ShowTime for Organizations. Zoho ShowTime's admin console helps you create and manage your team of trainers within a single unified portal. Be it HR, sales, or training, you can invite users to join your organization portal and host multiple sessions simultaneously. Here's everything you need to know about the update: As a user you can now purchase a single ShowTime account for your organization and manage
Zoho API v2 login issue
We use the Zoho OAuth API's response to authenticate users in our app (RoloCRM). Our approach works for most of the accounts but is failing for a few users. We have listed the steps below, with the APIs used in our app during login. Step1: We use v2 of the Zoho OAuth API for login and get basic details. https://www.zohoapis.com/oauth/v2/auth?scope=ZohoCRM.users.ALL,ZohoCRM.org.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL&client_id=<CLIENT_ID>&&response_type=code&access_type=offline&redirect_uri=<REDIRECT_URL>
Zoho CRM > Google Calendar
Hi, trying to connect Zoho CRM to an external Google Calendar creating events in various calendars by setting a Zoho CRM parameter. It almost works but how can the data be formatted correctly so that Google calendar will accept the event? Also how can I update existing event or delete them? This is in Flow
Linking CRM to Projects
I'm super-admin. I have access to everything in Zoho One. But I cannot create or associate a project from CRM. It says I do not have permissions. Where do I start looking?
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reorder lines in a subform
hi, do you have a solution to reorder lines in a subform on a specific field ? thanks you
Is Zoho working on recoding capability?
We are switching from Xero to Zoho and find Zoho much more powerful. However one important area where Xero is far ahead is the speed and ease of reconciliation, and they are even much further ahead in the ability to recode transactions. In Xero you can
Returning value of Lookup field gives record ID, not value of lookup
I am having an issue trying to populate single line fields using the user-selected value from a lookup. The user looks up a Company Code from the lookup and this should populate the Sub-Region and Country fields using the On User Input trigger in the Company Code field. A couple of things: 1) When I try and use a script to look up the Sub-Region and Country values from the Company Code table it is returning the Company Code lookup as Long, not the actual user-selected value String, for example "ABC".
I cannot see the images in the icon library and also I cannot change icon after adding a new tab.
I cannot see the images in the icon library and also I cannot change icon after adding a new tab.
Trying to relate a form to the same form (ie: relate one product to
another product)
Any ideas how I can approach this? Scenario: I've 3000 parts & products. If I search for a product X, I want to view all related products or parts to Product X. EG: View a lamp and see the related bulb. If I view the Bulb I can see the related products. It must be a many to many relationship. A Lamp can have many related parts and each part can relate to many different lamps. Thanks in advance?
Homepage Slider?
Does the homepage HAVE to contain a slider?
My free mapping service has discontinued on Zoho Sites
I had free Zoho site and free mapping service (www.WorkplaceVendor.com) or (WorkplaceVendor.Zohosites.com) since long time. I read many place that free services will continue free, as it is. But today, when I updated my website and clicked Publish, it said you cannot map your own domain with free plan. This is surprise, how come free service was made PAID suddenly.
Outgoing Mails is blocked and I am not able to send.
Hello, My outgoing mail for info@yannabeatrice.com has been blocked. Can you please unblock me and let me know what I can do to prevent this in the future. Thanks! Yanna
How to send/schedule recurring, individulaized email to contacts in CRM?
Is there a way to create a separate email for a contact and schedule a recurring send? I would liken this to creating a reminder within the Activities module with the exception of sending it to the contact verses myself or a user. I'm aware that emails can be scheduled this way in Zoho Mail but what's the point if the same functionality is not in the CRM? Please advise, Steve
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