Cancel Subscription From CRM
Hello, I've been wondering this for a while and can't seem to find anything on it. Not even support could help me in this issue, maybe you guys can offer some advice. I want to be able to cancel a Subscription from CRM when a field update is recorded. Is this possible? I am not interested in running the Zoho Financial Suite as it messes with the system we have. Thanks in advance!
Cannot have zoho campaign connected to zoho crm. Please help
I tried to integrate Zoho Campaigns to Zoho CRM so that I can access Zoho Campaigns inside Zoho CRM. However, when I check my Zoho CRM, it does not seem like the two apps are connected. When I check my Zoho Campaigns I see this Shouldn't the account email be my email (which I used to log in the CRM)? I never have the email shown in the screenshot I tried to add another account with the leo@steammedical.com and the ZSC key but the system error "the email already used". What can i do now? I want to
Time tracking call in and biometric log in
Hey, is there a way to do a call in phone number to log into a time sheet? we still have employees who log in via phone call and its a feature we like. We would also use the app to log in and also want biometric log in's in some of our facilities. What biometric devices could we use? thanks Josh
Different role in different Apps
Scenario: X is currently a portal owner of Zoho Projects (Paid subscription) and Y is one of the admin in this portal. (Though irrelevant for Projects, they have the same email domain abc.com as login) Can Y be the super admin of Zoho Mail (Free or paid) and register the domain abc.com? (Authorized by X or not, we don't need to register any domain with Zoho Projects) or it has to be done by X? Goal: We are considering to migrate email to Zoho.
Any biometric attendance solution vendor that integrates with ZOHO at all?!
We have searched all over for a biometric system that integrates easily with ZOHO, and nobody appears to support ZOHO at all. Does anyone have any ideas? Has anyone successfully integrated any biometric system would ZOHO? What systems would you recommend that are the best for integrating would ZOHO?
new account setup
I have a new account. The domain sacpapc.com has been added and verified. The mx records have been changed with Network Solution as specified in the instructions to zoho.com. This was all done about six hours ago yet I still cannot receive emails to any of the accounts. During the process of changing the mx record, I did have to change the dns to point towards Network Solutions. But when it was done I changed the DNS back to point towards our page host, ns1.getnetset.com. Ive done both a mx
Cannot receive mail (New Account)
I have a new account. The domain sacpapc.com has been added and verified. The mx records have been changed with Network Solution as specified in the instructions to zoho.com. This was all done about six hours ago yet I still cannot receive emails to any of the accounts. During the process of changing the mx record, I did have to change the dns to point towards Network Solutions. But when it was done I changed the DNS back to point towards our page host, ns1.getnetset.com. Ive done both a mx
Domain Mapping has locked us out of our Zoho Desk account
We applied the incorrect url during our domain mapping and are now locked out of our ZohoDesk account. We have no accesss to ZohoDesk log in credentials or UI. How do we gain access to our account to make the corrections?
Background App Refresh on iphones or ipads??
I'm not seeing an option for "Background App Refresh" offered on our mobile devices. This translates into having to come back to a report or record you were working off of as if you are opening zoho for the first time - from the top level of zoho, then click the application, then locate the report, then the record, etc. They take calls, read texts, emails, etc in between zoho updates as well. Coming back to where you left off, background app refresh, seems like basic functionality. Is there a setting
New account setup
I have a new account. The domain sacpapc.com has been added and verified. The mx records have been changed with Network Solution as specified in the instructions to zoho.com. This was all done about six hours ago yet I still cannot receive emails to any of the accounts. During the process of changing the mx record, I did have to change the dns to point towards Network Solutions. But when it was done I changed the DNS back to point towards our page host, ns1.getnetset.com. Ive done both a mx
Not recieving emails
Hi, I'm not receiving any incoming emails, but I can send outgoing emails. Thanks, Thomas
I am not able to see?
I have two sites, one of the email account I am not able to see?
API throws error when passing (&) ampersand and (%) percent via XML
I have the same problem as described in the title and in this related discussion. The above referenced discussion seems to have been moved offline. I was wondering what the resolution was? In short, I am trying to pass (via XML) to the API a URL containing query parameters using the ampersand. The API then throws a 2830 error. Same problem happens when I encode the “&” using “&” — as the percent symbol seems to trigger the identical error. Can somebody please help? Note: I have unsuccessfully tried
554 5.2.3 MailPolicy violation Error delivering to mailboxes
can you reactivate my account please and inform as to why this has happened? novadental@novadental.com.br I have only send a message to 2 people and definately have not exceeded attachment size
Your message did not reach some or all of the intended recipients.
already unblock the mail account, but mail doesn't sent, bellow massage sent form System Administrator of zoho 550 5.4.6 Unusual sending activity detected. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> Use the link mail.zoho.com/UnblockMe to unblock 'ain@tgsprovidence.com' on 11/4/2017 11:47 AM
Not able to Send Emails on Some Valid Email address and Not receiving emails from some Senders
Hi, We am using zohomail from quite some time now and we are happy using the solution and we recommend it to anyone who ask us for email platform. We have seen a strange error to some of the email receipts {Working business emails} emails are never delivered, also when some users are sending mail to us we dont get it, same time they receive our mails. Pl suggest how to fix it, because of this we may be losing lot of business. Your help is highly appreciated
CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
My Zoho Mail is not receiving emails
Hi My email is catherine@withmyboy.com. I have not been receiving emails for weeks now. Please help. Thank you Catherine
"," separator in numbers
I found that in all Zoho Applications the "," thousands separator is causing the number not being recognized as a number. Can this be rectified? this is very annoying.
Arrange emails
I need a feature. I have a company in accounts section that work for some clients. I want to arrange emails that I sent or received from company to related client. (on client page)
Can't assign a Project Manager to an Account that already has an Account Owner
There seems to be a missing piece in the integration of Zoho CRM and Zoho Projects. There is a point where the sales rep (account owner) needs to "hand off" the customer to a Project Manager. The Project Manager will then takeover the account, create projects, etc etc. But the Sales Rep (original account owner) still needs to be able to view the account and his original customer. But apparently for each account there can only be 1 account owner. Right? So the alternate way that I thought to do it
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
Email inactive - please help
hi, My email address: info@serenemindscounselling.co.uk is showing as inactive when I tried to log in, however, I set up a forwarding email address for all emails received and they are still being forwarded, so I am confused. Please help. Thanks
HIPAA Compliance Plan
Hi, I have reviewed a number of threads related to HIPAA Compliance for zoho mail that are several years old. Given the increasing demand for HIPAA compliant email I am wondering if Zoho is planning to offer a solution? Thanks, Dr. Pat
Problem triggering workflows
I want a field that has a client's full name in all caps. I collect the fist, middle and last name and I want a workflow that combines it all for me and makes it all caps. I set a workflow that should trigger whenever the First Name, Middle Name(s) or Last Name fields are edited. Here is the custom function that I use: void Untitled_Function (string FN, string MN, string LN, int Contact_ID ) Edit Arguments Name = input.FN + " " + input.MN + " " + input.LN ; Info Name; UpperName = Name.toUpperCase()
Attach proof of payment when reimburse is made
Hi, I'd like to know if there is a way to save/attach a proof of payment when a reimburse is made on Zoho Expense. Another question would be if can I attach a receipt before it be approved and/or submitted, even in admin role. Thank you, Adriana Mestriner
Ability to setup Yearly, Quarterly, or Monthly Payment terms
Hi, I am looking to be able to setup a subscription that will automatically renew yearly but have the ability to have flexible payment terms to allow customers to pay annually, quarterly, or monthly. Does anyone know if this is possible?
API doesn't work on EU
I tried to use Zoho Office API on EU location. But any request fails with 400 error code I created the API key The url looks like. And it return 400 error . If a simply replace zoho.eu with zoho.com it returns correct response (but false because the key is on EU and is not on common location) https://exportwriter.zoho.eu/remotedoc.im?apikey=6248e7d7b4********1a841c09c08&output=url&url=http%3A%2F%2Fmyhost.com%2Ffile.doc&filename=test.doc&id=1&mode=view&format=doc&saveur
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
How to restart the subscription and charge the credit card?
I have a product where customers can have 15 visits over 3 months. After 3 months the subscription automatically renews, which is perfect. However if the customer uses the 15 visits before the end of the period how do I get subscriptions to automatically restart the subscription and charge the credit card?
I can't receive and send mail !
I use pinar.simsek@birizdernegi.org account and this is the problem.
I can't receive and send mail !
I cant send or receive mail since last night. Please help!
Unreported expenses are duplicates- need to delete
I have what looks like 8 unreported expenses that were added thru a download but the expenses were already added thru another method. I need to delete these. How do I do that?
What's new in November
Octobers are always very eventful. With Diwali, Inktober, and Halloween, we become so busy that we don’t realize how the time passed. Even at Zoho Expense, we have been busy to ensure that you get the best of what we do. Here’s what we have for you in November: New features : Get your corporate card feeds directly to Zoho Expense. Using Direct feeds, you now get to fetch your corporate card feeds directly from your Card providers. You don’t have to rely on a middleman (third party service provider)
Some Zoho bills not exporting through API due to GST error
We are getting below error when trying to export bill for an unregistered GST vendor. We apply a GST expemption for these vendors. I believe this was working without issues few days ago. But now we get below error- code: 71510, message: 'Tax Exemption should not be applied for GST unRegistered vendors Transaction.' } What does this mean? How do we not charge GST for these vendors? We have to pay our vendors in 2 days and most of the bills are incorrect. PLEASE TAKE A LOOK. The data sent through
Gah. Thumbnail yet??
I just got the Zoho Docs app yesterday, and actually have spent 3.5 hours trying to make the thumbnail image show. I see discussions have been going on for years, and finally I saw the most recent date of a reply, in early October. But it says "We are working on this 'already' (in context it's not already) and my android app has a place to turn it on. So I figured it HAD to be possible. If the feature is still coming, can you make it clear? I'm extremely grumpy having spent all that time searching
not receiving nor able to send email
Dear Team, I am using email arun@skysun.co and since last 4 days I am not receiving nor able to send email. Account number 644080082. Screen name: Arun11111288160164 Please help. Address not found Your message wasn't delivered to arun@skysun.co because the address couldn't be found. Check for typos or unnecessary spaces and try again. Best regards, Arun
How to bulk delete mail
I am getting near my 5GB mail limit. This is because I use IMAP and don't have the Outlook client delete mail. But since I have the mail in Outlook I would like to delete lots of mail from Zoho but I can't see any easy way to do this. Are there ways to say delete mail older than a certain date or some other rule? Thanks
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