LastName not saving on Create Update CRM Customer action
Hi. First up, I am very impressed with what I see from Zoho Flow. It is exactly what we need to connect cloud services. However, I have a strange error occurring. I have created a Zoho form which collects first and last name and email, along with some other data. I have created a trigger for when a new form is created, which works perfectly. The trigger then passes to a Create or Update Contact (ZohoCRM integration). I can configure this create or update action alomst perfectly - the first name,
The email which you have entered belongs to a different deployment/region
Hi I've just started with Zoho CRM and am beginning setting everything up. I recently created Admin access for my developer and he received an email to set up his account, however when following the link he received this message: The email which you have entered belongs to a different deployment/region I'm currently working from India and he is based in Denmark, if for any reason this should make a difference. Please could somebody advise as to how I can fix this? Cheers Dan
Create CRM records from Zoho Reports
I need to add CRM records (company, contacts, etc.) from the prospects lists that I uploaded to Zoho Reports. I have a unique identifier for each type of record (i.e. EIN for each company). Conceptually, this would be equivalent to a simple vlookup in Excel - is there any guidance on how to do this in Zoho? I was trying to build a 'Zoho Flow' also, but was unable to get this to work.
Old emails being redelivered
All my old emails from inbox and trash are being redelivered. From November last years emails to present day, once its done it starts re sending them all over again. Its on its 3rd run now, I have no way of stopping it. Over a 1k in emails
URGENT!!!! Unable to access POP email *** PLEASE UNBLOCK MY ACCOUNT ASAP **** ZOHO PLEASE!!!!!
ZOHO Mail Team, urgent urgent urgent!!!!!!! today we started the POP email download for this email address onto a new computer, but then i think your server blocked our POP access... this is urgent, please UNBLOCK US!!!!! I emailed support already but not yet get any reply.. this is really urgent matter Task 'Umbrella Logistics - Customs - Receiving' reported error (0x800CCC92) : 'Your email server rejected your login. Verify your user name and password for this account in Account Settings. The
Tip#2- Leading you to a Sprint
Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project
I cant signup for my new business domain
Dear All, I am trying to sign up my organization domain (recently purchased) in Zoho workplace. Unfortunately, it's showing the following text every time. I have even tried from a different computer to solve the problem but failed. "We are unable to process your request now, please try again after some time or contact at support@zohoaccounts.com" I have sent an email to the support but so far no reply. I need to solve the problem in a bit urgent basis. Any help will be highly appreciated Dr. Md
Make creator app lookup customer details
Hey Everyone. I have a call out company and when we get a call out I select the company calling us and start typing in information such as the response client As we visit the same client sometimes numerous times through the life of this app, what I am hoping to be able to do is start typing the client and it will give me a dropdown to select from and IF we have the client in the system it will auto fill the address for me. If we don't have them in the system then it will add it to the system. I
purchase order and bill
Situation..I am outsourcing Website build to a firm. I have created a purchase order for the full value with payment to be made in 3 instant as advance / and 2 milestone. The company will raise an invoice on me . How should I handle this to record the 3 transactions that will occur... Do I raise a bill for the advance and another 2 bills for the next 2 milestones
When stopping a timer, prompt us for notes
please give the option to prompt for user notes when stopping a timer. especially in the iOS app. We like to know what was done on each time. I know they can EDIT the timesheet after they stop the timer, but thats an extra step that we shouldnt need to explain to every one of our employees. Thanks!
Editing the Invoice Template
How do I reduce space in the Item box to accomodate more items on the sheet using Invoice Template.. Or can I reduce space between the Item box and Footer ?
Mapping Dropdown Fields
I'm having an issue when trying to map my typeform to zoho CRM. I have dropdown fields in zoho crm and the same fields in the typeform but when it comes to mapping I can't map them. This is possible to do in Zapier. Is there a workaround here? Do I need to create separate variables with conditions to assign the values or something?
Is there a value to automatic lead generation in Zoho Social?
Hi, I have just integrated my Zoho Social to my CRM, but I have a doubt about the value of creating leads automatically in Zoho Social from social media interactions. We have quite a few people each week who ask for info about our service in Facebook and many give us an email address in the message. However, other people may just like or comment on a post. If for example we automatically generate leads for people in our CRM when someone likes our page we only get a name. I see little value in that.
How do I "connect" information in a custom module to the Accounts module?
I developed a custom module called "Machines" that lists the Manufacturer, Model Number and Type of Machine for each account. An account can have multiple machines of multiple types, for example: 3 Prima punch presses 1 Mitsubishi laser 5 Mitsubishi press brakes How would I be able to show this information in the Account module so that our sales rep can see it when they look at the account information? Thank you. John Galich
My Zoho Mail not working on outlook
Hi ZOHO mail team, I'm not sure what's going on, my email won't work on my outlook since today. my domain is vrozzycreative.com, what should I do?
Birthday Emails
I want the system to automatically send out the birthday e-mail template either on the day of a contact's birthday, or a couple of days in advance. How do I do that?
unable to receive my mail.
Hi! I notice that I don`t receive my emails so I did a test and got this message what that suppose to mean?? Sincerely,
Create ticket API integration error
I am not able to find the url destination for creating a new ticket with python through xml data. The error in python says check the parameters used. import urllib.request authtoken = '#######' OAuth="Desk.tickets.CREATE" params = {'authtoken': authtoken,'scope':'supportapi', 'xmlData':'<ticket><row no="3"><FL val="CONTACT NAME">JOHN</FL> <FL val="EMAIL">JOHN@JJ.COM</FL> <FL val="PHONE"> 555-555-5555 </FL> <FL val="SUBJECT"> NOT ABLE TO FIND CS </FL> <FL val="DESCRIPTION"> INFO NOT GIVEN ANYWHERE
Classifications for different departments
Hello, I was wondering if it is possible to display different classifications for tickets based on department. For example, we are using Zoho desk for IT and Maintenance requests. We would like to have classifications like plumbing,heating,custodial only show if the user chooses the maintenance department.
Email Deliverability
We are finding that emails are going into spam for contacts that we work with regularly. These are people who would have our email addresses saved. We have authenticated our domain. We have checked our sender score. We have decent open rates, but I am curious as to what steps Zoho is putting into place to help increase deliverability through Campaigns. Thanks.
All emails stopped working
Hello! This morning emails stopped working for all my domains (3 of them). Getting this error message: "Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked". Basically work has stopped in both our companies
Insert image as part of a question
Hi, I want to insert a image in the question part (not in the answer part) of Zoho survey, so I can ask a quesion about this image. Does anybody know how to do that (if possible)? Thanks, Mischa
Company logo size in zoho survey
is there away I can adjust our company logo size in zozho survey. The logo is normally quite large but for some reason it comes very small when uploaded into zoho survey
CRM: Trigger Lead Assignment Rules on insertRecords Method
I've been looking through the docs and can't seem to find a way to trigger the lead assignment rules when the insertRecords method is called via the API. This seems like it should, logically, be triggered using the wfTrigger flag, but I've only been able to change the lead assignment manually through the API. Additionally, there doesn't seem to be a way to write a Workflow rule to handle the lead assignment. If there is a way to utilize the lead assignment rule via the API or could someone point
Populate form with CRM Contact data?
Greetings, I'm trying to populate this form (attached) with CRM Contact data. I am a Zoho One customer (paid) which means I have the Enterprise editions, so it's not an account limitation. I'm working strictly with deluge scripts. I can default the Email field like this: input.Email = zoho.loginuserid; My goal is to get the first and last names and default the Zoho_CRM field from the corresponding CRM contact record using this script: crmContactRecord = zoho.crm.searchrecordsbypdc("Contacts","email",zoho.loginuserid);
Where do I go to invite another user?
Apparently I mistyped the email address of one of our employees on initial set up and now I cannot figure out where to go to re-invite her. Equally need to know if this will have to be manually done with every new hire?
My emails arrive to customer's folder spam
Hello, I'm working in woordpress, an using the plugin Contact Form 7 and easy smtp mail plugin, the emails arrive normally (principal folder) in gmail, but when my customers working with zoho the mail arrives to spam folder. Can you help me please. Thank you.
Please unblock the mail backendsupport@itelsolution.com ASAP Thank you.
Please unblock the mail backendsupport@itelsolution.com ASAP Thank you.
After upgrading does the free users die?
Hello ZOHO team, I am one of your affiliates and would like to help my client setup his emails on ZOHO. He would like to have bigger space, hence I suggested him the standard plan with 30 GB space. My question is if we upgrade the account to standard with additional 4 users: Do the free users also get the benefit of the 30 GB storage? Will they remain free along the 4 paid users or the client will have to pay for 25 (Free users) + 4 (Paid users) i.e. 29 users in total during renewals? I am in urgent
Not receiving any email
Hi. Since this morning I have not received any emails. I have tried sending myself emails from other accounts (non zoho) and I am not receiving anything to my zoho account. We are currently trialling zoho on my account with a view to rolling out into the office so if there are issues I would like to get them resolved during this test period. Can you see what the problem is please? Thanks
is it possible to change a decision box (boolean) value displayed in a report?
Right now, all decision box values displayed in reports appear as either "true" or "false". I'd like to map those to something other than that (just as a display feature; not functionally in the data). You know, display "Yes" or "No", or "Y" or "N", etc., instead of true and false. Possible? If so, how? Thanks, bruce
Account outgoing and incoming disabled
Email is ramalingam@purplecubetech.com, I have cleaned the inbox, I deleted all the emails, please make the outgoing and incoming mails enable and activate the account
Setting a page view limit per experiment
First off - this is great! It works better than my previous solution and is saving me a bunch of money, gotta love that. I'm not seeing this option anywhere... I would love to be able to set a cap on pageviews per experiment. Having to jump on to see where it's at all the time is going to be difficult. Especially when a site gets some media attention or social media traction and receives a ton of page views overnight. That could blow through the allotment without us knowing it and we'd be done for
domaine new tld not supported
We are using our own domaine on zoho corporation, but this domaine is not supported by zoho meeting every time i'm trying to invite : user@dmedic.solutions it's telling me that the email adress is wron
Custom ticket status' for different channels
It would be useful if we could have different ticket status' for different support desks For example, our report support might want a status to say 'report sent to formatter' but this same status would not be applicable to our IT support team
Outlook plugin - email attachment
It would be handy if the Outlook plugin would allow you to attach the email to the 'Deal' which it corresponds to. Maybe instead of just attaching to the CRM and creating a new client contact, we could have the option to select where to attach the email from a list of active Deals. Every time one of our users attaches an email to Zoho CRM, it creates a new client contact and the email will appear there. The only time we really want to save emails is when they relate to a specific Deal so we would
Folder missing in app
Yesterday, via the Web interface I created a new folder to put some of my email into and moved about 8 emails into it. When I open the Zoho Mail App on my iPhone 8 and look at the folder tree, the folder is not there. All my other folders are there but not that one. When I log into my email account on the Web, the folder is there. Any help?
instagram widget?
is there a way to display an instagram photo album on zoho sites?
Mail Storage Does not reduces
Hi, my mailbox is showing 71% filled. In Folders list i could see the size of each folder. Than i deleted many emails that were not required. After that i again went to Folders List and could see significant decrease of size of each folders of whom i deleted my emails. But my total storage still shows 71% and i waited for even next 2 days , as in help documentation it was written that current storage reflection might take a while to update. but still after 2-3 days it shows 71% while my folder storage
Problem with Calendar Sync Between Outlook and Zoho with Plugin
I am using the Outlook Plugin for Zoho. I want my calendar items to from Outlook to Sync with Zoho. I can get the calendar items to sync, but the invitees from outlook are not showing up in Zoho. That is, I can see the "event" in zoho but not the people I invited. I would like this to work so that I can look back in Zoho at a contact and see what meetings I have had with them
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