Mobile CRM - Contacts - Import from Address Book not working on iOS after iOS update.
The option to “import from address book” is no longer working on my Zoho CRM app on my iPhone iOS device. Please let me know what’s happening.
Recently run reports for all users
For administrative purposes is there a way to see which reports are being used by everyone? Recent reports is great, however it only shows reports that the current user has run. Audit Log only shows when a report is added or changed but not run. Thanks Glenn
Performing a Look-up within a Function
Hi - I'm having trouble fetching a string value in conjunction with a Function that uses a Form Object Argument. I have a Tasks Form that uses a look-up to Project_Name from another form....once a Task is Completed I would like to be able to press a custom action button to have it marked completed and logged in a separate Project_Notes form. The code below is working but it is giving me a numerical value for the Project_Name in the confirmation email. Normally I'd do a look-up but this doesn't
Payment value of a vendor is different for a same period in Vendor Balance and Vendor Statement in contacts
Hi All, Value not matched in vendor balance and in contacts (Vendor) statement for same time period as you can see in clips. in contact statement it Shows value for previous quarter is 31617.00. And in vendor balance sheet it is 6837.00. please correct me. where is mistake. Thanks
Auto-populate fields from another software program using API calls
Hi, I am trying to get Zoho and another software program to talk to each other. I use 2 software programs: 1. Zoho (CRM) 2. SoftwareOne I want to do the following: 1. Create a custom field in Zoho (Policy Number) 2. Enter policy number (POL1234) in SoftwareOne and Save 3. When data is saved in SoftwareOne, the details appear in my Zoho custom field (Policy Number: POL1234) SoftwareOne uses REST API web services and I have been able to use a string to make the data appear in a browser, but there is
Is there a way to update a Lead Owner once they have been converted?
I have mass imported leads to our CRM (on behalf of my organisation) and by default was selected as the Lead Owner. I then discovered these leads were existing accounts, so I have converted them accordingly. Once I converted the leads I changed the contact owner to the correct person owning the account, however when I set up dashboards on my home screen I can see it looks like I have converted 80% of the organisations leads. Is there a way I can change the lead owner so our dashboard statistics
Format the Excel - Export Data
Hi Team I can export the data using url in excel format. for eg: http://creator.zoho.com/zchelp/employee-manager/xls/Employee_View My question is that Can I get the Excel file as the First row is in Bold .So that it will differentiate from the data.Also Can IAdd some header text in the file, ie, Employee Details Please Help me Thanks
Can nit receive emails on zoho but I can send?
Please help me out here. mail id: nitish@punjabtoolroom.com
Community Digest - October 2017
Hello! We are back again with the gist of all that's been happening in the world of Zoho CRM the past month. October's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions, and more. Community Learning Series: Ask the Experts: Thank you, awesome members, for the fantastic participation in "Ask the Experts" session. The session was centered around 'user management in Zoho CRM'. Our experts enjoyed fielding over 100 questions for the 3rd consecutive month
I am not receiving emails
Emails do not arrive inbox comercial@hidrotecnicauberlandia.com.br and adm@hidrotecnicauberlandia.com.br.
Mail rejected by destination domain
Hello everyone, I' trying to send email drom takis@nevma.gr to contact@wpgreece.org and I get the following error: host mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<contact@wpgreece.org>: 541 5.4.1 Mail rejected by destination domain Could you please modified the spam filters to accept my email? Best regard Zoe
How do I create multiple views in a Report?
I would like to create many visualization layouts without creating new reports. In Customer Portal, if a customer modifies a Report, Zoho suggests to create a View inside the current Report withour creating a new one. When I modify a Report as admin, this option does not appear, only suggesting me to create a new Report. Where is it hidden?user
problems when entering
Good day. The reason for my message is to request your support for access to my email account administrador@metrika.mx that I can no longer access to my account.
Formatting Record Summary templates for Sendmail Inline
Hi, I'm finding it impossible to clean up my templates and to present right in emails. Anyone have any resources or answers to the following? Scaling to display accurately/consistently across devices. For example, logo cut off on phone, border right side not showing on desktop pc. Font size discrepancies. While editing, font size is consistent, but when in use, one line can be a lot larger than the next (See attachment 1_image.png) Line spacing - is there a way to change the spacing between lines?
iframe is blank
tried using an iframe but it does not seem to work, i tried using a simple url but it is also blank, anyone has any ideas? htmlpage Search() content <%{ %> <iframe name="frameSearch" src="http://www.google.com/" width="500" height="250"></iframe> <% }%>
Can send mail, but can't receive it
According to MX toolbox I have these problems: Category Host Result https projectchooseyou.com The Certificate has a name mismatch More Info dns projectchooseyou.com SOA Refresh Value is outside of the recommended range More Info dns projectchooseyou.com SOA Expire Value out of recommended range More Info spf projectchooseyou.com A Valid SPF Record was not found More Info
Keep your products close and your taxes closer.
You can keep a tab on your products and their sales with Zoho CRM. So, why would you want to keep your tax calculation outside it? The new Auto Tax Calculator automatically calculates the total tax amount for the Quotes, Sales Orders, Invoices, and Purchase
How To Verify your local business listing on Google
First of all you should know all these information taken from this official url https://support.google.com/business/answer/7107242?hl=en&ref_topic=4854193 You need to create or claim a Google My Business listing before you can start the verification process. You may see one or several types of verification depending on the type of business listing you manage: Verify Business Listing By Post Card: To verify your business listing by postcard, enter your business address in Google My Business. You’ll
New Feature : Limited Time Coupon
Greetings from Zoho Subscriptions team. We are happy to announce that we have released one of the most requested feature: Limited Time Coupon. Earlier, a coupon can have redemption type as either one time or forever. Adding to this list, here we have a new redemption type - Limited number of times Limited Time Coupon is a coupon which will be applied to a subscription only for a predefined number of times and once the specified limit reaches, it will be automatically removed from the subscription. The
Log daily activities?
Hi, I'm new to zoho. Is there a way for me to document the activities that I am doing on a daily basis? For example; Today called this guy and spoke to this guy. Went to this or that location. Thanks Jacob
Get details for setting up Paypal account for receiving money !!
Users can easily set up their paypal account for receiving money withy the use of these steps that are mentioned below. The account can be created in two ways including the business account or a personal account. Business account is for the user who are processing the money for any business transactions and on the other hand, the personal account is for the user who are getting money from their family or friends. So, mentioned below are the steps for creating paypal account to receive money : First
Vacation Reply not reply to "reply-to" address
Dear When I set up Vacation Reply, it works, but the auto reply mail was sent to "from" address instead of "reply-to" address. I will receive some emails which "from" and "reply-to" address is not same, I wanna the auto email sent to "reply-to" address, how to config? thanks!
API INSERT - Characters are not displayed correctly
Dear Friends I am testing with the CRM API, I use Java to program. When I insert Latin characters, they are not displayed correctly in the application. Here is the code used: // --- Start of code import java.io.*; import java.net.*; import org.apache.commons.httpclient.*; import org.apache.commons.httpclient.methods.*; public class insRecords { public static void main(String a[]) { try { //----------------------------Fetch Auth Token ---------------------- String authtoken = "mitoken"; String
Set report criteria via URL to view data in subform
Hi, Can you open a report to a specific record (and maybe other criteria) where that record ID and other criteria is passed in via the URL? I have a Master Form with a Subform. The Subform of course has a lookup back to the Main Form (let's call that MF_Link_ID). Let's say the Main Form has information about a contract and the Subform has some details about the contract, some of which require approval (a decision box in the Subform). I want have a report that has custom actions for a person to approve
Application Form Width - Wide Screens
Not sure what I am missing, but why do the Application Forms only utilize a small portion of the screen aligned to the left? Is there anyway to adjust the forms to take advantage of wider displays? Do I just need to develop HTML pages for each of my forms?
Email not delivered
Hello, I received an email from mailer-daemon saying that my email to a customer's hotmail account hadn't been delivered. I will copy it below without full email addresses. It says that the message will be retried for four days but I would like to know how often it tries or if I can retry myself? Many thanks ----- The following addresses had fatal errors ----- [Status: ERROR, Address: <@hotmail.co.uk>, ResponseCode 451, 4.7.500 Server busy. Please try again later from [135.84.80.216]. (AS844) [VE1EUR03FT008.eop-EUR03.prod.protection.outlook.com]]
Now Share and Collaborate Files with Non Zoho Users
Sharing files with clients and customers outside your organization was made easy by the password protected sharing in Zoho Docs. But now, not only you can share - read only - files with password, you can also grant edit or comment access for your file and start real-time collaboration with non zoho users. With the right password, the person accessing the file will have the privilege to edit or comment in the file. No login credentials are required to access the file. You can share the link with
Reset Visitor Scoring in SalesIQ
How do I reset the visitor scoring in SalesIQ? We have redone the defaulted scoring rules and now need them to kick in. Unfortunatly for existing records there are some very high numbers that we would like to reset. How to start the calculation for all records over in SalesIQ.
Unique/Custom CRM Field Auto Update after Form Submission... Possible?? Workflow or Custom Function?
Hello, I have been chatting with support but not getting very far. This is most likely a programming question. Disclaimer, I am not a deluge programmer. LOL What I am trying to do is create a custom CRM text field auto-update, when a Form is submitted. This field needs to be unique (no duplicates). It does not have to be system-defined as No Duplicates, if the custom naming function would work, because it would be done automatically. You can see, more or less, what I am trying to do in the attached
How do I create a report of people I didn't email on a certain date on the CRM?
How do I create a report of people I didn't email on a certain date? Any guidance much appreciated. The email sent didn't go as a marketing campaign. It went as a mass mail out.
Can I report on total emails sent from external applications?
Hello, I'm just starting out with ZOHO, When I run a report to track number of emails sent, it does not include emails sent from a mobile device or outlook. It only seems to have ones sent from within the CRM. Is there a way to report on ALL emails? Thanks,
Email Workflows
Hello, I am currently trying out Zoho Campaigns as a mail marketing solution. Im trying to make a simple workflow, for exemple: Send email A to a list - » If the contact didn't open the email then recieves Email B -» if contact didn't open them email B then recieves email C Who can i do this? also with "if contact didn't clicked on email" Thanks
Best way to do a "your company" merge tag in Campaigns
Hello! I want to be able to pull company information from my leads. This is what I have set up so far... $[UD:COMPANY|your agency|]$ ...but in the mails I'm sending to myself, it's only showing "your agency" not the company name associated with those email addresses. Can you only use merge tags for Contacts, not Leads?
IP has been found on a block list
Hello, I'm having troubles sending e-mails to an address. Here's the error message I receive: 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. INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.1 Recipient not authorized, your IP has been found on a block list I sent an email a couple of days ago to this e-mail address and everything was fine.
Copy a Form Page?
How do I copy a whole page of a form vs. duplicating field by field? FOR EXAMPLE: I'm creating a Quote form for home staging. Each page is a room of the home, and contains fields with checkboxes (furniture needed), a value calculation, a place for notes, and places to upload photos. I've created a page for "Bedroom 1" that has at least 6 fields, all programmed to do different things. I'd like to copy the whole page (or be able to highlight more than one field at a time to copy) to create a new
Form Attachment to custom module in Zoho CRM
Hi All, I have integrated Zoho Forms with a Custom Module at Zoho CRM. All data fields mapped to Zoho CRM. After filling in a form (with attachment) the attachment is not visible in the custom module. If I link it to the Contact Module in Zoho CRM the attachments are nicely visible after filling in the form. Am i missing something, or did I found a bug? Have a nice day! Martijn
Zoho CRM and Zoho Mail Integration: Lacking Functionality
I am starting this thread to make Zoho Aware of area's where integration of Zoho CRM and Zoho Mail are lacking functionality. Please Add to the List so they are aware: 1. Tasks cannot be created from a Zoho Mail into Zoho CRM. Tasks created from Zoho mail are created in the parallel Tasks application which is not part of CRM. 2. CRM Document integration is not integrated with Zoho Mail. When you open an email attachment (Word Doc or Excel Doc) using the native Zoho Office programs, you cannot
Problems with Email Integration
Boa tarde! Tenho um problema ao integrar meu e-mail com o Zoho CRM, faço todos os passos certos, no entanto, ele apenas migra 3500 e-mails e nossa caixa de correio possui mais de 65.000 e-mails. Você sabe como resolver?
New version?
Hi there - I heard talk at Zoholics earlier in the year of a new version of Campaigns being developed and released, with much improved design capabilities. Is there any update on when this is likely to be released? Thanks Sam
Related List Bug Report + Questions
Good Afternoon Zoho CRM community and team members. I just wanted to check in regarding some inconveniences I have been experiencing with Zoho CRM. 1) Disappearing Function Namespace Problem: When writing a custom function through related list (any module) if you edit the params area and do not specify either: custombutton or workflowspace for a namespace - upon saving you will NOT be able to later retrieve and update the function. Side Effects: Assuming you wrote a free function you can still CALL
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