Upload a file to add as an Attachment for a Zoho CRM record
Hi. I am trying to use the API to upload and attach a file to a Zoho CRM record. There is an XML example (at https://www.zoho.com/developer/help/api/uploadfile.html): XML Format: https://<APPDOMAIN>/crm/private/xml/Leads/uploadFile?id=Record Id&content=File Input Stream Here is my sample string: https://crm.zoho.com/crm/private/xml/Contact/uploadFile?authtoken=<Auth Token>&scope=crmapi&id=<Record ID>&content='C:\Zoho Docs\Sample - John\Correspondence\Contact Relationship.doc' The File
Updating ZOHO CRM via ZOHO Form integration once someone has made edits to their original form?
Scenario: We fill in a form on the behalf of a customer. The customer is sent the share link that enables them to edit the form we have pre-filled. This pre-filled form is integrated and updates ZOHO CRM Custom Module When the customer enters new data or updated data into the form and clicks submit, why doesnt the integration happen again in ZOHO CRM? Basically, why are edited forms only integrated on their first submission but not on subsequent submissions too?
Server IP 135.84.80.196 listed as abusive
During the last days we have problems sending emails with Zoho to some specific adresses (Email domain sumax.de). When we send to this domain, we get emails back from mailer-daemon@mail.zoho.com such as E.g. at (Montag, 20. November 2017 12:55) 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. rg@XXX INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.0 Server IP 135.84.80.196
Cannot receive emails
Hi Team, I cannot receive emails. I have set MX records in godaddy.com as mentioned in the help document. But, I don't receive emails. Can you please check this soon
Is it possible to copy a section from one section to module using custom functions?
Hello, I have created a new section called XYZ in my leads module. The section has 10 fields. I want all the fields in the section XYZ inside my leads module to be copied to the potential when the lead is converted. It would be ideal to be able to have the same section XYZ in the converted potential. This is why the question asks if a "section" can be copied.
Users / Control Page not responding
We've been trying for some time to change the ROLES for our users but the page fails to respond. Anyone else experiencing the same? Can't get past the PRESS 1 menu system via phone support.
How to split revenue across multiple months
Hi, We run a company that sells advertising campaigns. The campaigns often stretch across multiple months, and we would like to figure out how much we are earning each month from that campaign based off of daily revenue. Example A: Advertiser A has a contract for the month of Feb. (28 days) for $2800 ($100/day). In this example, all $2800 is being spent in Feb. so the sum would be $2800 earned in Feb. Example B: Advertiser B has a contract from October 15th to November 4rd (20 days total). The contracts
Question on CRM and Projects Integration
Hi, We are looking to integrate our CRM processes into Projects. I can see in CRM how to create a Project within a lead in CRM but how do I set it to pull across Google Docs or other links from the CRM lead to the project. Is that possible? Thanks in advance for the help Kim
Can't authorize HubSpot Connector, stating that I don't have permissions, but I'm using a Super Admin.
Hi! I have installed HubSpot Connector from the marketplace. It installs just fine, but when I try to authorize it, I get an error stating that "You do not have the correct role to grant these permissions. Please contact your administrator." The thing is, according to HubSpot, the user I'm using to log in to HubSpot is a Super Admin. What could be happening? Thank you! Rodrigo
Not getting emails from new project
I've been using zoho projects for a couple of years. I just created a new project and I'm not getting update emails either for tasks I created nor tasks I'm assigned to. Any recommendations?
How to turn a deal into a sale?
I have a few deals that I have closed and won but they do not show up as sales when I run a report. I tried converting it into an invoice and a sales order but it does not make it a "sale".
Workflow Automation or Lead Assignment
Hello Team, I have a workflow automation rule and a lead assignment rule. The Workflow automation rule runs when a criteria is met in the data submitted in the form and it updates a field of Lead accordingly. Based on this updated field the lead assignment rule is supposed to run. However, this is not happening. Apparently the lead assignment rule is running first and then workflow automation rule. Can you tell me which one will run first? Ashish
Login Form On My Website
Hello Everyone! I have my own website made in HTML. I'd like to add a form on my website to log into zoho mail. Is there any possibility for creating an HTML form? Thank you in advance.
Syntax Error
Hi there, I am getting a syntax error back from the SMS Magic URL generator on this when adding it as a URL https://app.sms-magic.com/zoho/#/campaignSendSms?recordIds=${Franchise Leads.Franchise Leads Id}&phoneField=Mobile&objectName=CustomModule1
Sorry, we are unable to process your request, please contact support@zohomail.com
Greetings zoho, We are trying to setup our domain for our email but we keep getting the error above after verifying our domain (step1) when we try and create new email account (step2). Our new domain is kao.gov.ki FYI. Hear from u soon Thanks.
using Amazon Route 53 with Zoho Mail
Hi, I transfer all of my records to Route 53 and still get an error that there is a problem with domain. When I use MxToolLookup it says " DNS Record not found " which I am not sure what that means. I copied all of the records to Route 53 and chaned my NameServers on 1and1 to to in more records. Please let me know what i can do. Thanks, Joel Kandy
Project Payroll
How do you find your employee timesheet summary so you can pay them based on the hours they have worked...
Easy Question Why users see all tasks even not assigned to them
Dear All, I dont understand Why a user can see all tasks which is not assigned Him or Her. I want my one of my user to see only own task not the other user's tasks It is very basic but i dont understand i can not find this feature everybody in my users can see other my user's tasks which are not related directly. Help me out.I really can not understand this Zoho projects do not support this????...
Live webinar: Redefine work with Zoho Docs
Hello Everyone, We are here with our next live webinar for all those who missed out on the previous one. In this webinar, you'll learn how to: Create an organizational profile Import your team members Manage organizational settings Collaborate on projects Manage and organize team files Evaluate team performance Use the Zoho Office Suite Day : Wednesday, 6th December 2017 Time : 9.00 AM - 10.00 AM PST Register now to attend the webinar. Cheers, Zoho Docs
Talking about mundane work? Zap it up right there.
Everyday work involves using a lot of apps: mail, cloud storage, messaging service, project tracking and many more. And, with more apps, comes more boring work; like noting tasks off twenty three mails and downloading attachments from team chats fifty messages above. And I’m here to tell you to bid adieu to all that humdrum stuff. In our Marketplace, you can already find Zoho services integrated with many essential apps you might use at work. These integrations save the time and humungous effort
Adding and managing clients domains
I run a small business development/management company and I setup and mange clients emails and websites. Is it possible to add all the domains and emails under my profile? Each domain has approximately 2 or 3 aliases? I would like to be to able to use groups to chat to them etc. Thanks in advance.
Is it possible to generate customized fields for tasks or Milestones
Is it possible to generate customized fields for tasks or Milestones? I need to add either additional information that does not need to be provided a search function, thus filtered. An example is a piece of information regarding how the task will be monitored ( indicator). The other field would be possible to search using the filter function, the field would have a drop down and the option to select one or more fields ( labels) to a task. an example is the name of the donor supporting the task (
List mails from sender
When reviewing a folder: 1. Right clicking on the "From" part of the list one of the options is: "List mails from sender" 2. Selecting this option returns: "No messages matched your Search" This is despite looking at several emails from the same person/company on the first page alone. This option seems to work in the "Inbox" but not in the Folders. Is there a problem with my setup or is this a software issue in the process of being update or ? Please let me know since this valuable feature facilitates
Email Blocked
Hello Sirs, Request you to kindly unblock my mails as it was over quota and now no mails are being sent or received. Its below the 5 GB quota now. Request quick resolution for the matter With Regards, Rohan
Ability to attach documents/voice messages/emails to the CRM that are not from the client.
If I get a an attached document that is sent from or forward from another email address I have no way from the email to attach it to a specific CRM record. I have to download the document to my desktop / then I have to go the the CRM and attach it that way. It would be much easier to take it form the Zoho Mail and click to attached directly from mail to the CRM. I have the same problem with emails that are forwarded from other departments in my company using ZOHO mail; it does not show up in the
User Control: Sales Pipeline Record Visibility
Hi, I am a new user to Zoho CRM and am evaluating it as a replacement to our in-house CRM. One of the requirements we have is the ability to control the visibility of records based on the sales pipeline. With our current CRM, in order to prevent issues with BDMs interfering with each other's suspects/prospects we hide anything that is not owned by the individual BDM. However, when a suspect/prospect is lost or not worked on for 30 days, it is moved into "recycled" status where it is free to be picked
Recuperar emails
Olá, Todos os emails da caixa de email da conta atendimento01@estoquetudo.com.br foram apagados. Preciso recuperar. Como faço?
How to reduce mail box size when exceed ?
Hi Team , My mail box size is exceed from 5 GB . I want to reduce the size of my mail box . I had deleted many mails but the size is not reduce from 5 GB. Please help me to reduce my mail box size. Thanks.
This domain is already associated with this account
Hi I have a problem in my domain voxculturaitaliana.com.br When I try to create an email it shows that the domain is associated with a mobile number I would like to cancel this association with my cell phone thank you
Email Clicked Notification
Hi, Is there a way to create a segment for an autoresponder based on email clicked. E.g. they download the file Then, we can receive a notification email that these certain contacts download the file. Hoping for your reply soon. Thank you
Not Receiving Emails intermittently
Hello, I've been able to receive some emails but not all. I'm unsure what i'd suppose to do in this situation. Could someone please get back to me? This will be my second attempt at resolving this issue. I've pointed my mx records at zoho, and its been a few weeks, so DNS has defiantly updated by now. Regards, Red
Emails - just list all together NOT Emails Sent form CRM/ Zoho shared users
We have to click on each user or click back to sent from CMR. All emails sent to that client should list there and not separately. I have to look through each user or the Sent from CRM area to make sure I am not duplication an email taht was sent out of the CRM or by another user. You could still use the sent by column to separate these but All emails should list as one list not separate lists. Thank you
Zoho CRM search and replace a word
Hi, We have prepared some data in our Zoho CRM, and we need to be able to replace a word in a certain field in the Contacts module. The field has different content for all contacts, but we need to replace the particular word in all the records. How can we do it? We can't just do a blank field update, we need a more creative solution here. Thanks, Mykola
ZOHO Dest and Advanced Analytics
Good day all, I have subscribed to Zoho reports in order to be able to create more advanced reporting, we currently have 4 Zoho Desk licenses, but only one Report. Do I have to have a Report license per Zoho license or one license is enough keeping in mind only one user will be creating reports. If I have to have a license per user how can I reassign my license to the user who will be creating the reports. Can someone explain how the Zoho Desk and Report licensing integration works Thanks
Account compromised?
Greeting. I have dropped enquiry but heard nothing back so far. Thing was I couldn't sign in my personal zoho email account as it said my password was invalid... Alright, never mind. Trying to get help with Forgot Password?, unfortunately, none of the email account or mobile number was found connected with my zoho account... How could I reset my password then? The account was still there, since i couldn't sign up with the same email ID... My last verification via phone SMS was from Oct, it was unlikely
email with imap settings since today (4 august 2016)
Hi since today the emails are not working. When setting up the imap settings it says "authenticating" for a few minutes and then gives an error "server disconnect" it has been working until this morning... I have tried on several browsers and have alsy "disconnected imap" and tried to enter everything again .. but it gives the same result every time. PLEASE HELP URGENTLY! thank you
Cannot find CNAME
Hi there, I am trying to configure my mail settings through BlueHost but cannot find the CNAME code I received when I verified my domain. Please assist!
HOW CAN I CREATE CATEGORIES IN CONTACTS?
MS OutLook allows the creation of categories - a helpful tool to group contacts. For example, if you wanted to create a category within OulLook for all contacts with green hair you could create a GREEN HAIR category and tag all relevant contacts. Similarly, you could create a category for NEW ZEALAND. In short, CATEGORIES can be a very useful tool to sort/group/sub-sort/link CONTACTS. ZOHO CRM does not import categories created in Outlook. How do I create CATEGORIES (or something functionally
Not receiving emails
I have the my website pointed away from godaddy to website box. I was receiving emailsnow I am not.
email outogoing blocked, mailbox already reduced under 5GB
Hello I´m having the incoming and outgoing problems with mail: cartera@seisinmobiliaria.com.co we've cleaned up and now the mailbox is under 5000MB, but still blocked for outgoing and incoming. Please help, Thanks
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