Differnt invoice template for same organisation
Hi, I offer services to two different ndustries under different brand names. While the company is same the invoice carries different division names. Also the SAC code is different. How do I create two differnt templates with different format. GST number and address will remain same for both divisions , however format and logo would be different. Bharti
Zoho Projects: users informations
Hello people. My question is simple: how can I edit the users information, like, mobile number, first and last name, address, and so on? Thank you very much for any help.
Zoho CRM Speed
Hello, It was brought to my attention by several customers in Western Europe (Brussels / Amsterdam) that the Zoho CRM Services significantly slow down in the afternoon (local time). I have personally felt this through the total disfunction of some items in CRM at some times. This situation may lead to unhappy users. Is there a reason why this happens and more specific in this particular frame of local afternoon? Thanks for a speedy insight! Best regards, Karl
Status - customized options?
Hi, I have a problem. I just changed some of the ´options´ for giving a status for a ticket. I set up myself some new opportunities, but when I click the field ´status´ for a new ticket I can only see 3 of the 6 options??? No matter what I do I can´t seem to scroll down to the other options..so what to do? Thank you. Regards, / Kim
Automating invitation responses with Zoho CRM Campaign?
Hi, We use the Campaign module in Zoho CRM (rather than the mass mailing campaigns.zoho.com tool) for our event management. When we send out invitations I would like to include a link or button where they can accept or decline the invitation which then automatically updates the member status. Ideally it would also add the event to their calendar. We currently mail-merge the invite from Outlook but completely open to other mail out tools if it helps with the solutions (we have a subscription to campaigns.zoho.com
Custom Fields in Mail Merge
Hi, I created a custom Module with different custom fields that I have related it to the Potentials Module. When trying to create a template for the Potentials module in Mail Merge, I can't find the custom fields that I have created. I even added a Product to the Potential, and also can't add any fields from the Product in the template. Is there something I am missing? Is there a way to connect any Custom Module or Field directly to the Potentials Module and then use that information in Mail Merge?
CRM error code 4425
Please can someone direct me if there are any solutions to error code 4425. I do not seem to find it anywhere. Learn and share with other
Creating an IF formula field for a custom module based on a date field to return a text value
I have a customer module, and in it I have a start date and an end date. I want to create a custom field with a formula that says: If [End date] is today or less, then "Expired" else "Valid" I have tried a ton of times to get this to work but I feel like zoho doesn't like mixing dates with text returns?? eg: If(${Support Contracts.End Date}<=Now(),'Expired','Valid') I receive this message You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions
Mail rejected by destination domain
I constantly get those messages in my Inbox. They are normally emails forwarded from my GMX account. E.g. an email from "dslr-forum.de". Could you please add this domain to your whitelist? Thanks. SMTP error from remote server for RCPT TO command, host: smtpin.zoho.com (204.141.32.120) reason: 541 5.4.1 Mail rejected by destination domaim. Received-SPF: Pass (zoho.com: domain of mout-bounce.gmx.net designates 212.227.15.44 as permitted sender using best guess ) client-ip: 212.227.15.44 Authentication-Results:
Error in using RainLoop Service through ZohoMail
Sir, Got an error when try to connect rainloop with zoho service. Smtp cannot connect more in screenshot.
Rainloop SMTP not authenticate
Error when try to authenticate SMTP(in screenshot.) Please help me.
Help - Emails not being received
Hi, My site is ibtbooks.com. The emails are working fine. But the email from contact form in my site is not being delivered to my account. Email used : order@ibtbooks.com Can you guys please help me.
Intermittent sending problem
About five times in the last three months I tried sending an email from my lemurine account and was unable to (I did not receive any error message). I then immediately tried to re-send it using my mickbabesandy zoho account and was able to. In one instance it was to a gmail acct in another to a hotmail. Thanks. Richard Carter
Unusual activity detected from this IP. Please try again after some time
Hi I Want To Create Account But Display Error Unusual activity detected from this IP. Please try again after some time
Mailchimp Webhook
Hello Guys, I want to receive the mailchimp webhook call at a public zoho creator html page but the parameters that the webhook sends to zoho are in array format like that: data[email] data[web_id] data[merges][LNAME] data[ip_opt] I think that zoho creator pages only receives single variable parameters like (x , y, a, b). So, how can I make that happen?
Lost Admin Account
Hi There Can anyone help i have lost my admin account for my domain musicsociology.com I have tried emailing support twice but no joy for some reason beyond me. Thank.
Require support in Integrating Zoho People into the Zoho Recruit
Feature required: 1) Need to add New job Via Zoho People 2) Required support in creating notification for Candidate status changes . Please do call us during 9PM to 2 AM IST . Please reachout to Mr. Hari Prasanth : +91 9789022046
Mail from zoho shows as spam in Gmail
Recently, I sent a mail from vicky@hitonelectronics.com which is hosted in Zoho mail to my gmail account. But its shown as a spam mail in my gmail account. I tried multiple zoho accounts with various gmail accounts but the same error is shown. for example, dilip@hitonelectronics is also showns as a spam in gmail.
Contracts management
We need a way to keep track of CONTRACT details... Contract Type Contract Number Start Date Original Term End Date Renewal type...Auto/None Renewal End Date I noted in a response from 2009 that this was to be part of the 3Q2009 release. Is it coming??????
Short cut to return to specific page of tasks?
Dear Zoho, Is there any way that if I close a task, I can return back to the previous page of tasks I was on. For example, I have 3 pages of tasks. If I select a task from page 2 and close it, is there a shortcut to return to page 2 rather than the first page again? Regards, Lewis
Webform Code
Hi guys! I've a question about Advanced Webform code. After having created an advanced webform, Zoho Desk, generate a script to embed in web page code. Unfortunately, this source code is too long and not easy to manage. I ask you if it's possibile to get a short embed code (like the one that Zoho CRM generate when someone creates a webrform and selects "embed" as code format) by a request to our support. Thank you in advance. Regards Dino Biselli
Associate Emails with Purchase Orders
With Purchase Orders at the bottom it says "Emails". This is by default set to "No Records Found". How can I associate my corresponding emails with it? I can't find the option anywhere in the purchase order itself, nor in my email in CRM.
Function to get and update Price Book discounts
I have setup a price book in Zoho CRM with flat model and two discount levels in pricing details. There are some products associated with this price book. I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info PriceBookData; How to read and write price book discounts using deluge script? And how to
Capturing product sales history
This sounds like a really basic question, but I cannot find how to capture which products a customer has purchased onto the customer record.. Which module might help with this? Is there a way to link with a woocommerce shop and auto-update?
HELP - Mail Fetch has also been disabled for any active POP accounts
Hello, I am going through the following problem: The email fabiana@bancodefranquias.com has been block since yesterday, and the message is: "Mail Fetch has also been disabled for any active POP accounts" (attached pic) And then I go to the troubleshoot, I unblock it, I receive an email saying it was unblocked, and the just a couple minutes later I get another email saying it was block again (I went through the process for 4 times). Could you help me? Thanks.
App and multiple users
Hi run a small company and we rely on Zoho CRM. At the moment the staff get paper job sheets but we are thinking of giving them the app. I have been using it for over a year and it works well. One big question can it show mutiple users events rather than just that user. Really important as we do not always have staff in the office and the apps ability to cache content makes it workable even in a poor 3G area.
Add time entry in Zoho Desk APP
Hello, We can add time entries vía web, no problem. But we don´t know how to add a time entry using the APP Please help
Outgoing Mail Blocked
I am unable to send and email from zoho account - info@oksportswatch.org - to a tds.net address. The following message is received. 5.7.1 [P4] Message blocked due to spam content in the message.
Prorata / Proportional billing and invoicing
Hi, We want to create fixed billing cicles and therefore, needs to create proportional billing as below. Billing Cicle 1: From 1st of month to 31st of month, due on 10th of month If we activate a customer on this billing cicle on the 20th of July, for a service that costs USD 80, the first invoice would look like this: 1)- August billing cicle from Aug 1st to Aug 31st - USD 80 2)- July billing cicle from July 20th to July 30th - USD 26.67 3)- Total invoice USD 106.67 From September on, the due date
How can I fix the button width?
Hi, I've set up a new template. I'm having an issue with the buttons, is there a way to make sure they are all the same width? I can't find an option, is there some code I can copy? I appreciate any help... here's a screen shot - to make it neater, we would like the buttons the same width. Thank you in advance.
Minha conta foi bloqueada como resolver?
Seu Outgoing foi bloqueado e você não poderá enviar e-mails. Clique aqui para desbloquear.
CardDAV
Is there any?
Importing contacts linked to accounts
We have imported accounts to a new zoho instance from quickbooks. We want to import a list of contacts and have them linked to the accounts, the account id is correct to correlate with the accounts info. We import and map the fields but the account field in contacts will not populate.
Adding contact through contextual gadget in gmail, secondary email are added, and not primary
HI When I use the contextual gadget to import contacts, the email adress are importat as secondary Email, and not email. this make that the listning are not correct, and we need to manual add email again inside the crm. Is there any redesign of the contextual gadget in email? it's missing a lot of features! BR David
Main difference in Checkout & Subscription
Hi all! We are looking for a shopping cart type program; is the app to test for this or is Subscription what we need?
Error 4401 Unable to populate data, please check if mandatory value is entered correctly while inserting a call record in contact
down votefavorite I am trying to link a call with a contact to log call history. I am using the xml below. But the response is 4401 Unable to populate data <Calls>
<row no="1">
<FL val="SMOWNERID">2145559000000117005</FL>
<FL val="Subject">Sales campaign</FL>
<FL val="Call Type">Outbound</FL>
<FL val="Call Purpose">Prospecting</FL>
<FL val="CONTACTID">2145559000000117005</FL>
<FL val="SEID">2145559000000117005</FL>
<FL val="SEMODULE">Contacts</FL>
<FL val="Call Start Time">2016-05-06
CRM | Accounts Migration
To whom it May concern, Our zohocrm accounts are associated with google apps accounts, we are about to migrate our email system to office365. We would need to know if the change, can cause some problem with the crm. Example, Unable to login or Changing the system changes the unique identifier of the account. When I log in i will lose the configuration of the account. Sincerely, Bruno
How can I pass multiple selection field value via crm add contact api?
I am using your zoho crm REST api for managing contact in crm. And I added custom multiple selection choice field in zoho crm contact layout. How can I pass multiple selection field value via crm add contact api? Please give me demo of xml string to pass multiple selection field value to contact api.
Get the access of DNS manager?
I have domain with Zoho which is dhansamruddhi.in. I am not able to view manage DNS setting for this. I need to connect website hosted on firebase with this one. Please guide ASAP..
Which credentials to send mail through Zoho SMTP
Hello, I configured Zoho SMTP in my Java app to send mail. I can send successfully email when using my Zoho administrator user credentials (admin@mydomain.com + admin password). In this case, when a user receives the email, the 'from' field shows "admin@mydomain.com". However, I would like to send mails from 'noreply@mydomain.com'. I tried to change the credentials in the SMTP configuration to the noreply user (noreply@mydomain.com + noreply password), but I get an exception "535 Authentication Failed".
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