Mail Filters with Custom Functions
Hi, I'm trying to set up some custom function based email filters, but the documentation seems a little incomplete and the error messages given by the editor are often not very useful. Some things I've noticed: the auto complete popup is often cut off. arguments to some functions that show up in the popup aren't documented. Unsure what email headers are exposed in the message details. There's no good way to test or debug a filter. sender and from appear to be reserved words, so you can't use them
This Operation has been restricted. Please contact support-as@zohocorp.com
Hello, I am trying to add my domain but, It shows me error like "This Operation has been restricted. Please contact support-as@zohocorp.com ". I am trying to add domain name shoppinginvicta.com.br Thanks.
EMAIL SEND/RECEIVE ERROR
Hi guy My email account tung.do@eustream.vn can't send/receive email. Kindly support urgently 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. //quoted// tung.do@eustream.vn, ERROR_CODE :421, ERROR_CODE :Host not reachable. Received:from mail.outlook.com (40.69.150.160 [40.69.150.160]) by mx.zohomail.com with SMTPS id 1523262202246211.44351169626543; Mon, 9 Apr 2018 01:23:22
You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance
am getting the error when am trying to add an account after chaging my domain
Track Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?
When should I use a custom module vs. a layout?
Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a
Batch tracking for composite items issue
Seems as though the new batch tracking feature cripples the composite item feature as you're unable to add tracked items to a composite item. The problem is that you can't add tracking to an item at a later date after it's been used in a transaction, so there's no "add tracking in the future" option. How this made it past testing is unknown... It's on the mystical roadmap as we've all heard before according to support. Has anyone come up with a work around?
How to best contact support as paying customer; experiences of fellow Zoho users?
Hi all, I'm a new paid customer with Zoho Mail and I'm reaching out to fellow users, especially if you're paying for Zoho Mail, for some guidance using Zoho's help system. - How do you usually contact support? - How quick are they? Thursday morning I created a support ticket regarding my email migration. As of Friday afternoon it still has not been answered. Here are the four options I see when I try to "Submit a Request" Nothing Urgent can wait Just FYI Emergency Im stuck need assistance - How do
Can receive e-mails through Thunderbird but not send them
For about a fortnight now, I have been unable to send e-mails through Thunderbird using Zoho-hosted accounts. None of my SMTP settings (of which I have attached a screenshot) have changed—I’m just suddenly unable to send mail except through the Zoho webmail portal. This is true for both my individual company e-mail address and the company’s client services e-mail address. I have also attached a screenshot of the error I get when attempting to send mail through Thunderbird. I use a VPN and change
i am not able to send/receive mails
i am not able to send/receive mails. i have asked the same question 10 minutes before and zoho removed that question without solving my issue. this type of behavior from zoho is not appreciated
I am not able to send/ receive mail
i a not receiving mails thereafter i tried sending mail but it also didnt work. please help
Geo Mapping update/use
Hi, I had request to use the beta geo mapping tool in Report. We had it on our account at one time. I see it no longer there. is there a way to use it when creating a SQL Query table to define geo coded information?
Formatting size and placement of widgets and charts
It is SO HARD to get a dashboard to look nice. To make a dashboard look nice is really hard. As a user I don't have access to the height/width setting on a KPI widget or charts. The 'Sticky' method of placing items causes them to shift and move in unwanted ways. There is no precision to control height/width/placement. I could literally spend hours trying to get the items to line up. There is also no alignment tool to help with this issue either. This is the only major thing holding up back from using
I cannot receive emails from my zoho email account
I recently changeg my hosting of my domain and i have problems to receive mail. I configured the DNS, SFP, DKIM, but still have the problem. The domains is mascos.cl and the mail is contacto@mascos.cl Thanks for the attention.
Using field name and display field name is code
I have several form fields that require the same user validation in the On User Input sections. I have written a function to perform the validation and alert the user with a message. I want to give the display field name as a parameter to the function to use in the message. Is there some way to know what the display field name of a given field is in script? Otherwise, I will have to hard code the display field name in the code, which is pretty clunky.
Cannot send email to mx.zoho server despite valid DMARC
Hello, My emails get rejected from multiple domains using mx.zoho.com e.g. 550 5.7.1 Email rejected per DMARC policy for like.co The domains I sent from (@like.co, @oice.com) have valid DMARC + SPF/DKIM policy, set to p=reject. CC to other @gmail address passed DMARC checking, so it seems not to be our DMARC problem nor the email has invalid DKIM. Is it a misconfigure on zoho MX or the receiver's side? I am not familiar with how does zoho mail work. Problematic domains include info@icoholder.com`
Legal validity of ZOHO-Sign-signed documents in Netherlands
In the knowledge-section of ZOHO-Sign I read that a (in ZOHO-Sign) signed document has the same legal validity as a hand-signed paper document. I just wanted to verify that this is also the case in the Netherlands. In short: Is a form signed through ZOHO-Sign
Two-way linked view
I am in the process of migrating our old ZC applications to ZC5, and in order to clean up old design mistakes we are building the app again from scratch so as to have one "backend" app that contains all our global data, and then various frontend apps that will refer to the backend data. So far so good - my problem now is however, that when I in a frontend app refer to data in the backend that is again pointing to the front end, I can not create a linked view between two frontend reports within the
Focus Group #1 - Epics in Zoho Sprints
Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics. Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature
Import emails from Gmail
Hello, I am trying to import 500Mb emails from Gmail. Emails are .eml files extracted with Gmail backup. I split these 500Mb emails in .zip files less than 50Mb. So I have 10 .zip to import. 3 first .zip files were imported correctly in a zoho folder named "Gmail". When I try other files there are no imported email anymore. Is there a size limit in importing files? Maybe ... I there some contents in .eml files which could stop importing process? I dont think so ... Please help me. Zoho is better
Inserting Images in to Zoho Creator Pages
I've been reading several articles and videos on how to add an image from a record to be displayed on a page when the record is requested. There seems to be three different ways to insert the image however no one has followed up if the suggested code changes worked. I'd like to know the simplest way to insert the image in to the Zoho Creator Page that will pull the users image and display it on the page with the rest of my content. Right now I'm testing this in the CRM Demo is Zoho Creator. SC
The 'Quick Learning Series' - Post 14 - Tip - How to import multiple locations
Importing multiple locations for your organization is easy now. Follow these simple steps. Go to Settings > Organization > Locations Click on 'Import' Upload your file and click 'Next' You have added all the locations in a flash!
How to call workflow rule custom function before lead creation
Hi! Brief explanation what we need to accomplish, When new lead comes in zoho crm it should check whether email address entered for this lead is already existing in any other lead or not. If email address is existing already in the zoho crm lead it should update all fields data of existing lead with entered data of newly created lead that means while creating the new lead if it found duplicate entry for email field it should update the existing lead or else it should create new lead in zoho. We
Creating workflow 7 years out
we are a real estate firm that is using ZOHO to follow up with closed clients. we are trying to create a task once a year for seven years. When we try and schedule the task we cant not enter more than 999 days. only 3 digits are allowed. Does anyone know how to fix this issue or am I doing it wrong?
Api call for "open" Sales orders"
Can you tell me if there's anything wrong with the following please guys .... var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); It returns sales orders with statuses of "invoiced" as well as "open" ?? Working on "Committed" qtys of items as I know you guys are, but give us no indication of release dates, mine will be done within days :-)
Can not send email from my email in Zoho
Dears It is long time I was not able to use my email address when I am sending email from my https://mail.zoho.com/zm/#settings/all another email address will send that email. I attached the file which can find the problem. Now I am in Malaysia and can reach me by +601123116130. My user ID:6476353922 thanks in advance Mahdi Kamali
import offer
Hi Folks! I need to import an offer from my CRM account to a client's Zoho One account. I've tried to do it but it show me an error message "è necessario mappare il modulo delle offerte e offerte". I take care to forms and they are the same for zoho one and CRM. There's the same problem if I try with Purchase Order. What's wrong? Thanks
AdWords gclid coming through but no other data
We are having an issue whereby the AdWords GCLID is being populated in ZohoCRM but none of the other AdWords data is being populated. This is happening on every lead. It has been well over 48 hours for most of these leads if not longer. See image below. Are we missing a step?
Who's coming to Zoholics -Sales & Marketing, Austin?
Coming to Zoholics? Let the fellow attendees know that you'd be there...Coordinate travel plans, hotel accommodations or maybe even hit a live music joint or catch up for dinner and drinks after the event. Don't just comment.... put a face with your place.
not all emails showing for linked pop account
Hi I recently linked a second Zoho account to the view of my main account, so I could toggle between the two easily. Great feature, but it seems that emails only until 19th of Dec 2017 have loaded onto the added account view. I've logged into the added account separately to ensure there are more recent emails that should be visible. Can you please advise on this? Thanks
Fetch Books Contact ID by searching with form data
I am trying to retrieve the contact id for a customer selected in creator by searching contacts in books using form data as a search parameter. I do not know if it is a syntax error or what else i could be doing wrong. here is the code i am trying to use. newresp = zoho.books.getrecords("Contacts","12345678","contact_name=input.InvName"); detail = newresp.get("contacts").toJSONList().get(0).toMap(); customer_id = detail.get("contact_id"); info newresp; Any help would be appreciated.
Remove duplicate contact persons
Not sure if this was covered before (couldn't find it), but I have an issue with duplicate contact persons in Zoho Inventory. Currently trying out the contacts and contact persons import function. All works well, but as I imported the contact persons of my Client contacts multiple times, now each client contact has the same contact person added 3 times! How can I prevent this and/or de-duplicate contact persons attached to clients/suppliers?
Transitioning from Filemaker to Creator 5, basic questions
Hello. I was excited to see the mobile functionality of C5 and decided to rebuild my Filemaker app in Creator. I have so many questions, but the main ones I have right now are: 1) How can I test the app as a customer (not administrator)? Do I need a separate Creator account? Do I have to go so far as buying customer portal functionality? 2) I have a test score input form that my clients will use to update their latest scores (they can take the test repeatedly). Occasionally, I will update their scores
How soon can new Accounts/Contacts be searched for?
So we are seeing with an app we've made that uses the Zoho CRM API that Accounts/Contacts we add to Zoho manually are not immediately searchable via the API. It takes about 2-3 minutes before they start to appear in search results. In troubleshooting further, we discovered this is not unique to API search, but applies to Zoho CRM's search feature as well! Can someone confirm that new accounts/contacts added are not immediately searchable in Zoho or the API? This creates an unwanted delay in our workflow
Great event, Thanks Zoho & Austin
This was my first Zoholics Conference and having been a user for many years as well as a Certified Partner I learned a lot of new info, was able to share knowledge with some newer users and overall had a great time. Looking forward to next years event back in Austin.
Showing/Hiding Labels
I have created an embedable widget in my zoho creator app for use on my website. When I use it, the title of the form and the label of the fields appear. I know how to style most of the items, but can't figure out how to style the button border, fields label and widget title. Help?
sum across fields
Hi i have these 2 forms to manage time spent with customers one is customer details and the other is time spent with each one the first form has a name field and a amount of hours pre-purchased the second form has a start date field(timestamp), a end date field(also a timestamp) , a lookup to customer field on the other form and a formula field that gives me the total time per record in second form form1 - customer details field NAME field TIME PURCHASED field HOURS REMAINING form2 - appointements
Zoho Recruit Best practices
Hello! Any other Recruiting Firms here? Would love to network with you on your experience with Zoho. Let's connect on Linkedin! Michelle Griffin Griffin Search Partners
How to have BCC'd emails count as Activities
Hello, We would like to have email BCC'd into Zoho CRM counted as Activities (Tasks, Emails, Calls, etc). Is there way to accomplish this? Or set up a custom formula so a BCC'd email automatically creates an Activity? We need this feature so our activities reporting accurately reflects what our sales team is working on. Thanks,
Zoho Community meetups coming to the US and Europe!
Zoho Community Meetups - US and Europe Hey there! We are now headed to the US and Europe to meet and interact with all of you, well most of you. At each meetup, we'll gather as users, product experts, partners, and Zoho and pack in several hours of networking and valuable interactions with peers. Our primary goal for these meetups is to help you, our users, understand and optimize the use of Zoho CRM for your businesses. In the first few sessions, we will deal with interesting tips and hacks in
Next Page