Quotes in CRM are misaligned
Hi Zoho, I've recently been having an issue when I go to print quotes for my business in CRM. The page margins seem to be "squeezing" my text, rather than keeping it in alignment. This is occurring in Portrait layout, and is not an issue for Landscape, but it does occur using all margin types. This does not appear to be an issue with my printer, as I do not experience this when printing any other type of document (.docx, pdf, html, etc). I'm at a loss, so any help would be appreciated.
Mass Update Task Status not working
Dear all, I need to mass update the task status of a few thousand activities to "Completed". Two problems occur that I hope you can help me with. 1. Only 100 Records a time can be selected for mass update 2. Even after mass update the activity status to "Completed" the task seems completed but still shows no "Closed Time". Now the tasks are still visible as Open, even though the status is completed.... Please help me on what I need to change to make sure that a Closed Time is set. Best, Joachim
Importing data to Accounts
I made sure that I am mapping Main Contact from the .csv file to Main Contact field in the Accounts Module. I have attempted 3 times but always failing to import. Error message: Could not find a matching parent record for this lookup field. - Main Contact I hope you can help me.
Not Receiving Email
Hi, I have two email accounts with Zoho, one is working and one isn't. The one that isn't receiving (or sending) emails is hello@sketchuphub.com This started happening at some point last night, as the last email I received was at 11pm. I've checked back office of my WordPress site and a number of emails were sent to the above email address but they weren't displaying in my inbox this morning, then I did two tests. Both emails are in a queue in my sent items, with the error 'Problem communicating
Wasn't able to log in his mail account via Zoho Mobile App
One of my user wasn't able to log in his mail account via Zoho Mobile App. However, it could be log in via desktop. This is the error we got from the app: http://prntscr.com/iwu6j0 "you need administrative permission to use this app zoho"
Zoho Desk, now smoother.
Hello! Team Zoho Desk is constantly looking at ways to improve user experience, and we have a bunch of updates on that front, all aimed at better navigation. Heads up, all of these UI enhancements are set to go live late next week. Navigating between Modules Drop-downs can be a drop in efficiency, and we see that. We've unfolded the Modules menu into a simpler format, all readily available on your Top Bar. Some key functions like Search and Quick Add have also been made more prominent, for quicker
Not receiving SOME email
I have recently migrated to Zoho, and I'm using my own domain to manage emails. Currently I am using the free service. Given my experience to date I am not likely to upgrade as I was planning. My problem is that since a few days ago I'm not receiving email from some senders. Not all. Most email gets through. At first, all messages were received in my inbox, but suddenly stopped and I haven't changed any setting. I have verified that I can not receive emails from @mercadolibre.com, @mercadolibre.cl,
E-mail address suggetion in TO field by domain name
Hello, So it looks like that when I am writing an email address it only suggests an address from contacts if I am typing that address from start. But is it possible to edit somewhere in the settings so that emails are lookup also based on domains? Imageine someone asks me to send an email to SomeCompany - if the email starts with info@ then as I have a lot of info emails it not gonna suggest me the one that's in my mind :D But if I type something that is behind @ nothing shows up. It shoud be that
Reach Zoho Mail notes from android
Is it possible to access my notes (these: https://i.imgur.com/iO3WgyV.png) from any android app? The notes app is displaying totally different things, meanwhile the zoho mail hasn't got anything similar feature (at least I couldn't find). Is there something I missed, or is the only method to see those notes is to open the browser, log in and check the notes? I rather like native apps instead of web ones, because they can use a lot more custom ways to make interaction easier :)
How to update comment and how to get comment records for existing ticket ?
Hello, how to update or get single comment for ticket. https://support.zoho.com/api/xml/comments/updatecomments?authtoken=#AUTHTOKEN&xml=#XMLData&portal=#PORTAL&department=#DEPARTMENT&id=CASEID https://support.zoho.com/api/json/comments/getcommentsbyid?authtoken=#AUTHTOKEN&portal=#PORTAL&department=#DEPARTMENT&id=CASEID api response : {"response":{"error":{"code":"1001","message":"Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values."}}}
The page is no longer automatically updating after adding data to the embed report
I have a page with 2 embed reports and html-button which call the form for adding data to embed report. For example. Page Invoice with Embed Report "Payments" filtered by invoice ID. Button "<a href='#Form:Payments?" + formParams + "&Invoice=" + NewRecID + "'><input type='button' class='addNew zc-formbutton' value='New Payment'>", formParams = "zc_LoadIn=dialog&zc_BdrClr=transparent&zc_Header=false" When I closed the form "Payments", the page "Invoice" was updated automatically. About 10 days it
Chat windows? Not just meant for chats anymore, for your abridged knowledge bases as well!
Hey there, Why would you want to withhold all the powerful insights that you possess about your products and services within yourself, when you can share, enlighten and empower your customers with it? Why would you want to wait until the customers bring in recurring support queries when you can educate them before-hand and aid them in resolving common issues all by themselves? Too many questions? Don't worry you will have it all answered with the new feature that Zoho SalesIQ has launched - " Articles
Attendance bulkImport API not working for next day checkout
Facing one issue when try to upload attendance using bulk import api. use case is employee checkout date is next day. API URL => https://people.zoho.com/people/api/attendance/bulkImport Request Data => Array ( [authtoken] => <AUTH Token> [data] => [{"empId":"49","checkIn":"2017-11-30 11:29:46"},{"empId":"49","checkOut":"2017-12-01 05:36:14"}] [dateFormat] => yyyy-MM-dd HH:mm:ss ) Records are not inserted correctly hence showing employee is absent however employee worked around 18 hours. see screen-shots
oAuth login with zoho people
Hi, We would like to make use of Zoho People and allow my user to login via zoho credentials in my custom web application. Do I have any way to achieve this?
Subforms in a webform?
Hello, I am trying to create a webform that can be used for my own quoting purposes. I created a custom module for this, in the module is has all the details I would like in the form, but in the module I created a subform section for details of each item that I will be providing a quote on. Example of one subform: (in Crm module) ITEM 1 | ITEM 1 COLOUR | ITEM 1 NOTES I would like to be able to have ITEM1 options in the webform that will link to these in the module. However, I am unable to add
Criteria Setting Via Deluge
I have a form that has a radio button named 'Filter'. There are two choices namely '2 years' and 'Custom Filter'. If 2 years is selected a table filled with number of students in each department. If Custom Filter is selected, two Date fields namely 'Start Date' and 'End Date' appear. When a user enters a date for each date field, the table should contain the number of students in each department within those dates. Problem: If I select 2 years, nothing happens to the table, it only displays all of
I can't find my CNAME code zb... !!
Please Zoho team, help. My mail is contacto@mammadontpreach.cl
account inactive
i just registered for an email address like 2 days ago. today it is Inactive???? please help me get access to my account. i have crucial emails that i need to address! rockycreek12 is the username
Reply-To header not set by a group
Is there a way to make the group set Reply-To header to the group address? Right now the header is not set, so clicking Reply button on IMAP client creates a new message to the original message sender. However, most commonly use-case scenario, adapted throughout mailing list community, is that reply, sends the response back to the group. Am I missing some configuration settings here, or this is not yet implemented?
Not receiving all email in Inbox?
I recently changed hosts for my site. When I did this, my email stopped working (which would be expected). I've followed instructions to add both mx records. Those seem to have been verified. However, my SPF is having problems being verified. It's been more than 72 hours since I made the edits in the DNS Zone Editor with my host (a2hosting). That said, I'm not getting all emails sent to me in this particular inbox. Help?
Left side Navigation in CRM Plus
It's great to see that Sales inbox has bee moved to the Left Vertical navigation, much better! I would be really good to see the other Zoho Applications also in this navigation, or possible to add them under Favourites. For example, Zoho Checkout, Zoho Mail, Zoho Docs etc. Also why this navigation be added to Zoho One? We have a number of client using Zoho One as we still need to use Browser Bookmarks.
Customer Portal?
So where is the setup for this feature? Or is this another waiting period?
error while creating tasks
the workflow is 1. create ticket 2. create a comment 3. create a series of tasks it is able to create the ticket, create the comment, but when it comes to creating the task, it returns 403 with errormessage "The OAuth Token does not contain the scope to perform this operation." The oauth token requests scope "Desk.tasks.ALL" which is what is confusing me about the error. however i did notice that the oauth authorization page says the line "Read Create Update and Delete tasks in Zoho Connect" so i
Associating a Quote to an Deal when importing from SalesForce
From what i understand you can not import actual quote data from SalesForce. If we create the quote in Zoho CRM is there an automated way to assign this quote to the deal? Also one of our imports when doing data migration testing included Quote lines in the imported opp so the quote number, name, expiration date, discount percentage, grand total, and total would show. After deleting and importing again we have not been able to import this information again. Is there something i'm missing when importing
Cant recieve mails
I have recently shifted my hosting on 25th march 2018. I opened my zoho super admin to verify my domains only to find an email dated 23rd march 2018 of domain verification. ( i had purchased the new domain on 25th only.) Because of this the domain is already showing as verified. (attached screenshot) I am unable to see the zb code to add the cname to my cpanel. I have added the mx records as per directions and have verified that they are pointing to zoho server. Please guide me on how to get my mails
how we can set up email with Domain name
How can we set a new email address with the domain name? I also discuss with Rediffmail Customer Support they provide me the solution but I want To know about more option.
Error by creating the first MailAccount
Hello Everyone! I have problems by creating the first E-Mail account for my domain. Please help me, I really need Zoho! Screenshots added - Same problem by the another MailAcc creator site! Thank you! Best Wishes horgaszvarazs.eu Admin
Unable to connect to SMTP server
I am unable to connect to smtp.zoho.com with my email client on my local computer. When pinging or trace routing the server, the request times out. I am also unable to ping imap.zoho.com and pop.zoho.com. I am able to connect to Google's SMTP and POP servers however, so I don't believe it's an issue with the ISP blocking mail servers.
Transaction matching
Is there any problem with not performing transaction matching and instead only reconciling my books at the end of the month? I don't see any real advantage in our operation. I'm not sure what matching is supposed to do besides "get ahead" so everything
Back-ground video in hero-slide will not load
I am building a new website in ZOHO-Site builder. I have chosen the 'Artsfine' template, which on the home-page has the 'hero-slide'. In the hero-slide it is possible to add back-ground video's, and on one of the slides it works fine, but on another the video just would not load! I have tried several formats, like mp4 or MOV and reduced the size to under 4 mb, but it just won't work! I don not know how to solve this. How can I proceed?
How getFieldValue() work?
I want to know how getFieldValue() work. I did not find any example in the documentation. Can someone please explain it to me?
Tables - how to change column width?
Hello! Is it possible to change column width in tables when creating an article? And another question: by default, there is no indent in paragraphs, but there IS such indent in table cells. This leads to not very good look of tables. Please, check attached screenshot. It will be great to remove first row indents in tables (and add them in paragraphs), and allow changing column widths. What do you think?
Users can now access their subscription details inside the Admin Panel.
We have come up with a minor update for CRM Plus. With this update, users can easily access their subscription / license details inside the admin panel at the click of a button. Apart from the subscription details, we have added some more information about usage statistics which will help you answer the following questions. 1. How much storage space is remaining in CRM? 2. How many subscribers have I utilised in Campaigns? 3. How many Social Brands am I using? 4. How many Survey responses
Focus Group 01 - Why Automation in Campaigns is more than what meets the eye
Hello people, It's time for our very-first Focus Group session, and this week, it's going to be focussed on utilizing Zoho Campaigns' automation capabilities for growing your business. Automation has grown to a level beyond the conventional set-and-forget job and it now requires sound understanding of every subscriber's behavior and needs. Don't be surprised to know that automation can help you with contextual targeting, periodic engagement, tailored nurturing, and so on. This is why you should
Client Notification E-mails
Hello, I was wondering if someone could help us with this one... We have Zoho Desk set up so that when a customer e-mails in, a ticket is created and they automatically receive an e-mail response letting them know that their message has been received. The same thing happens when we create a ticket in Desk - an automatic e-mail is sent to the customer. What I would like to do is change it slightly so that when a customer e-mails in, they receive an automatic response but if we manually create the
Provide potential customers/leads opportunity to fill in all contact-info directly into my CRM?
I have several eager potential clients wanting to register for an upcoming course. They want to be kept updated on information. I currently ask them to provide full contact-information (by email) that I will then manually fill into my CRM system. There must be an easier way! Is there a form or some kind of link/portal through ZOHO-CRM I could send these potential clients in which they could fill in all the information themselves directly (and as I have tailered it for this upcoming course) into my
Zoho Social redesigns its one-click solution for your content pipelines
We kick-started this year promising a bunch of cool new features. We are super thrilled to unveil one of them today, and let you know that there's more on the way! So let me share (*hint hint* *nudge nudge*) what we have today. Before we get to it, if you're using Zoho Social and not using our browser extension yet, you might want to get that for your browser before we get to the reveal. All set? Good. Now, look up! No, not there, we mean on your browser screen! Yes right there.. just a little
Docs & field updates
I am trying docs again & can see that we can now enter a bill for purchase receives which is great news ! The docs feature is very expensive if you consider it can cost more than the hosting app, please review the pricing, I'm sure you would attract more
Zoho email
I've tried to add one of my accounts to an email client (Polymail IMAP) and everytime I type in my email address and hit return, the app crashes. This happens on my Mac, iPhone and iPad. I don't know if this post is private or I'd include more info on the devices/software. Oddly, my second Zoho email account was added to Polymail with no trouble. How can this be resolved? Thank you.
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
my mail just got block please help i was just sending mail several times for reset password but suddenly it got block this is not mail for marketting, but for user to reset password
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