Sync event with Exchange
Hello, do you know a solution to sync Exchange Calendar and ZCRM Event by user wthout use Outlook ? thanks you
Event Response Processing
Is there documentation on how/when the event responses (Invited, Going, Maybe) are processed? Should responses sent from Google calendar display within the participant section of a Zoho CRM event? From their Google Calendar the organizer can see who's accepted the event but in Zoho CRM only responses from people that have accepted through Zoho CRM are appearing. Thanks
Difficult to find the right Facaebook connection in CRM
It is difficult to find the right Facebook connection by using the social function in Leads or contacts. You can only search on name and then we get in a lot of search request a lot of possibilities. Is it possible that we can add the id url to the search instead the name?
* This domain is already associated with this account
491/5000 When I try to set up a new account against the message: * This domain is already associated with this account "***** 13" Please, I hope you can help me. I was setting up a new email for the domain www.feitono.com.br, but I believe that I typed the wrong phone number, because the configuration code did not come. I do not know what phone number I wrote. I would like you to remove any link from that domain, so I can configure it again. Thank you!
How to get all files attached on potentials added since x days
Hello, I need to retrieve the list of files attached recently to potentials . I can retrieved files list for one potential https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=mytockens&scope=crmapi&parentModule=Potentials&id=id_of_a_potential but i can not have the list of potentials that have new attachments (or modified or deleted) since the last x days for example https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=mytockens&scope=crmapi&lastModifiedTime=2017-08-25%2000:00:00
Email Tracking: Open & Clicks on links & Attachments
Bananatag tracks emails when 1) opened, 2) clicks on weblinks and 3) attachments opened/viewed. I want to replicate with zoho crm including notification when each activity occurred. Does Zoho have functionality? If so, where is setup?
IMAP npt working on iOS device
I'm trying to add my Zoho email account, which is under the free version, to my iPhone 8 as a new mail account, but I keep getting the error that it is unavailable. I've followed all the proper directions with the correct imap and smtp links, but I can't get it to work. Any advice?
HOW TO PUTOPENING STOCK
HOW TO PUT OPENING STOCK IN INVENTORY I AM NOT ABLE TO SEE THE ITEMS IN ZOHO INVENTORY WHILE MAKING THE PURCHASE ORDER, ITEMS WERE CREATED IN ZOHO INVOICE.
How to delete account
Good day, please how do i delete a zoho mail account.
Can't Use Account: Logs me out
I have 2 Zoho accounts, this one and another. This works fine, but when I try and log into the other account, it will pull up my mail list, but I can't look at any mail. It says the server can't be reached. If I try and access any Zoho services, I have to login again and again, and can't ever change anything. Accounts.zoho.com doesn't work, because I can't see any settings - it loads the page and things I'm logged out. I've tried several browsers and networks, and this has been going on quite awhile.
Email Setup Assistance
Hello, My domain is with Godaddy and my website is with Weebly. How do I set up my Zoho email?
Want to send lead information to email address stored in seperate module
Hi, My company sends leads to multiple car dealerships. Dealerships have been set up as custom modules with contact names and emails. Is there a way to send lead info to email addresses stored in a different custom module (dealers)?
Goals
How can we add goals by account ?
Settings to share informations (contacts, accounts, etc...)
Hello, we are a small company with 2 people since 2 months. I'm the manager and i have 1 employee. I used Zoho CRM for all my accounts, contacts, opportunities, etc... Now my employee starts and i have created a second user access for him into our company page. He received his login and password. So no problem. When he open the Zoho CRM the page are completely empty: no contacts, no account, etc... I understand it because i have me created for instance the contacts, all the accounts, etc... But
Relaying disallowed while sending email via kerio connect using SMTP Server =smtp.zoho.com
Hi, I have just bought the 30 users package and now i am in between setting them up here in my company premises the setup is like that 1 - i've some users account at accounts.zoho.com 2 - i fetch them to here in my company email client (kerio connect) using pop3 (till this all working fine we got every emails from our customers) 3- then i setup SMTP Setting smtp.zoho.com 587 screenshot attached (i also tried 465 as well) user a_user@mydomain.com password (respective pwd NOTE : i tried every
Relaying disallowed while sending email via kerio connect using SMTP Server =smtp.zoho.com
Hi, I have just bought the 30 users package and now i am in between setting them up here in my company premises the setup is like that 1 - i've some users account at accounts.zoho.com 2 - i fetch them to here in my company email client (kerio connect) using pop3 (till this all working fine we got every emails from our customers) 3- then i setup SMTP Setting smtp.zoho.com 587 screenshot attached (i also tried 465 as well) user a_user@mydomain.com password (respective pwd NOTE : i tried every
Smaaash Zoho
Queries on zoho 1 .I have created a lead which I assigned to another outlet then why it is still showing in my leads ? 2. How to close the duplicate leads ? 3. How to put a reminder on the future lead ?
What Happen to my tickets?
I got the trial version of enterprise edition for 15 days. It expired so i'm in te free Version, but I cant find my tickets create before the expiration date. All the test of 15 days are lost. How can I recover this information? Tahk You
Using Generic Emails
Our contacts often use generic emails for their position, but the contact name changes every year. How can I update the contact info without getting the hard stop error "Duplicate values are not allowed. An existing lead with the same Email has been found."? We want to retain the old contact info, but ADD the new info also.
How setup Merchant vat number and address?
Hi Why is just possibile to edit the name of merchant? How can i add vat number and address of my recipe merchant? thanks
Verify name
Hi I bought a name through Zoho, why do I have to verify it. What provider do I choose from the list? Thanks
Linking imported contacts to imported companies
Hi, I am trying to switch from Team Leader CRM to ZOHO. I imported my contacts and companies. In Team Leader these were linked (so I could see that at company A the contact person was Bob e.g.), but now there is no more link. How can I link the contacts to the right company? Thanks! Tony
Deal view deals closing in the next 30 days
Hello - Is there a way to create a view that shows the deals with a close date in next 30 days? Thanks.
API Error with % in string
I had to remove % from a value when updating a multi-line field in account otherwise I got an error.I tried to escape it but that didn't work. The error is: code:4600 message:Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Is this an XML restriction or a Zoho restriction and how do I add a value with a % in it? Thanks Glenn
Daily Mail Size Quota Exceeds Limit. Even Though No Mail Sent From The Account
Hey, I keep getting "your mail blocked" message from you guys with the reason "Daily Mail Size Quota Exceeds Limit.". The problem is I did not send any mail from my mail account. I'm in control of all of my mail clients. How can I overcome this issue?
How to search contact description and export?
Haven't really used Zoho in a long time, but I'm trying to do something that used to be fairly simple but I can't figure out how to do it in the new UI. I want to get a list that I can export of all contacts where the description contains a keyword. A few options I've tried, from easiest to hardest. 1) A global search finds all the contacts with that word (great!), but I can only view 10 contacts at a time and no way to export all the contacts matching the search (bad!) 2) Go to the contacts module
Business mail ragistration issue
I am trying to register my domain http://ezeestartup.com/ on Zoho business account, but it's showing that my account is already registered with this mobile no. 98****6448 but i don't know the password of it. Can you please remove this no. from my domain so that i can re-register on zoho mail Thanks
Can't create new contact or account
Please note we have downgraded to the free edition of Zoho CRM. Right now we can't add new contact and accounts. Could you explain why? Do we have too many records? Evgeny Drokov
Outgoing Server Error while trying to integrate Zoho and Gmail
I have enabled POP on my gmail account and used these settings in Zoho from this page: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html And keep getting this error: Please enter a valid Outgoing Server. Overall it's been very complicated to simply sync these two programs and/or to get clear information on doing same.
***HELP ***Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Dear support zoho mail, My account is acct@vietnamhealthy.com have been blocked. Kindly mention the reason and unblock my mail. Thank you so much!!!
Copying the entire html of an existing website and (re-)publish in ZOHO-Sites?
I am about to purchase the ZOHO-One Suite and I have a question about ZOHO-Sites: Though I like the idea of having my website(s) integrated in the entire system and, of course I like saving on the hosting costs (with other providers), but if I am honest, I don't like the templates much. Is it possible to copy the full html code of an existing (Wordpress or Joomla) website in its entirety- circumventing the ZOHO templates - and publish it in ZOHO-Sites?
Zoho forms link not working
I have linked Zoho form page to collect the order on the facebook page. Few times it works and few times it doesn't work. Please help me with the issue. This may affect my business.
Recover Deleted Email
Hi, Can you help me to retrieve back all deleted email inbox at kieran@user.com.sg? Thank you in advance. Because there is irresponsible employee using the company email and he deleted all the emails inbox.
Service slowness- Zoho Finance
Hello, We are currently facing temporary slowdown of Zoho Finance apps. Our development team is working on fixing it. We apologise for the inconvenience caused due to the service disruptions. We will keep you posted on further updates. Thank you, Maruthi Zoho Finance
slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fast
I only have (1) project and unable to load issue tracker (bugs)
Even though it says press here to enable bug tracker for 1 project, nothing happens
Cannot find the emails already sent in my sent box!
Hi Every time after sending the email, I will check the sent box to see if everything is correct. But just now I sent an email and I did not find it in my sent box, and I sent it again, still could not find it. I am not sure if they were delivered successfully. Can you help, please? Update: Now I found all the emails disappeared. It seems that they were delayed. Hope this will not happen in the future.
Unallocated money
I have just moved from invoice to books and have £30000 of in unallocated money can I make one transaction to clear that so I can start using books from Jan 1st 2018. I had downloaded books quite sometime ago to try but doesn't get a chance to use it
Auto Populate a lookup field based on a User input
HI I have a form "Despatch" with fields 1. Despatch_ID 2. A lookup field named WH_ID (Linked with a form named Warehouse) 3. A lookup field named Material_ID (Linked with a form named Material) and some other fields I have another form for taking arrivals of material in Warehouse. The form named "Arrival" with the fields 1. A lookup field named Despatch_ID 2. A lookup field named Warehouse 3. A lookup field named Material_ID and some other fields. When i enter Despatch_ID in the "Arrival" form, I
YouTube - videos and music you love in Cliq
Today's extension in Cliq is YouTube - the most popular video site where millions of users upload and watch videos every minute. I'm sure not a day goes by without watching at least one YouTube video. On account of this, Cliq provides YouTube Extension so that you can watch any video from your chat window without navigating to another tab. To watch YouTube videos, you must install the extension from Zoho Marketplace. Check out here for more details. After installing, it's just one command and a click
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