"Set Filter" for lookup fields inconsistent implementation on web v's mobile app
Hi, When using the "Set Filter" option on a lookup field in the mobile app it will update the lookup when I update a dependent field via deluge. In the web browser this is not the case, filters will only get invoked when a dependent field is updated manually. Effectively I now cannot use the "Set Filter" option. Damien Cregan Hire an Expert
Unblock outgoing mail
Dear ZOHO Support, A user under my domain (mobzway.com)tried to send an email to several of our clients and his account got the " Outgoing enabled" option disabled. I, as the administrator, tried to enable outgoings but I got an error stating that I have to be a paid user to do so. So Please resolve this account outgoing issue ( sudipta@mobzway.com)
When sending mail, save the date in an automation field
Is it possible for my crm to update a date field in the contact record every time I send an email to this contact? The idea is to always have the last contact date by email with this client. So I can make a report with clients that we did not contact in the last month, for example.
Help - Expenses no longer showing possible merges to receipts
This function was working fine until this month. When I click on a credit card transaction, instead of showing possible matches, it goes directly to Create Expense. I've tried to add a receipt manually from the "existing receipts" but it tells me that I do not have any. I have verified that there are matching receipts in the Inbox. I've also tried logging out and back in.
Making Reminder field in Events required
I see that the Reminder field in Events cannot be set as a Required field. Is this on purpose, or is it an oversight? I would like to set it as Required if possible. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Greek language support
Are there any plans for greek language support in the UI of zoho ?
Zoho Sheet View for Accounts is freezing
I am working on updating a lot of data. Evertime i try to access Sheet View in the accounts module, the program freezes. Hope your working on solving this. Thank you, Boris
Zoho Cases Template
Is there a way to create an 'Inventory Template' for Cases? I'm trying to create a template where I can export certain fields from a Case to a PDF.
Delete My Zoho Campaigns Account
Hello: I need to have my my zoho campaigns account deleted, so I can be added as a user to my company account. cfeild@maned.com Thank you.
When I export leads to excel do they stay saved on zoho?
When I export leads to excel do they stay saved on zoho?
Linking Deal/Potential to Projects
I am unable to link back to the original Deal/Potential when I create a Project and would like to know how to do that. I believe this is a fundamental of CRM - how else can the Project Team know contact / company details if they cannot link back to the original Potential/Deal and Lead via CRM ? Looking forward to a favourable response
domain blocked
Facing error when trying to send email from an email client application on this domain "forfit.in". the error shows as follows. 554, '5.1.1 Mail sending blocked for the domain(s) Ashin
How best to send a newsletter
Hi Just wondering how you guys manage the sending of an email to all your customers? I send a series of emails relating to specific purchases by automated processes which works fine. I also want to periodically want to send an email to all my customers. What is the best way of achieving this? I am currently considering adding a field to the contact record along the lines of Contact Status which I can then have "current customer", "Old Customer" etc and select current customers and mass email. Is
UNABLE TO SEND EMAIL SHOWING ERROR AS Reason:554 5.1.8 Email Outgoing Blocked
We are facing some issues for One of our office email account that Unable to send message. While I check in admin panel, i Can see that outgoing is blocked for this particular account. Account Name : anupama@elveysys.com . Kindly rectify the same as we are unable to send the mails. Hope you wil do the needful soon.
Problems in sending & receiving emails.
Hi All, Our Zoho Mail service is currently experiencing minor issues while sending and receiving emails. Users might notice an error "Problem sending emails due to IO operation" while sending emails and delay while receiving incoming emails. Our engineering team is working on to it with high priority. For further updates, please follow this forum post. We apologize for the inconvenience caused. Regards, Zoho Mail Team.
Please if you can unblock my email
Greetings, It seems I have reached mail limit at projektni.ured(at)promil.hr and now incoming and outgoing are disabled. If you could enable them, I would appreciate a lot Thanks for your help. Sincerely, Hrvoje
Removing Blue Vertical Line in Reply Emails
The vertical blue line that separates conversations in email is unprofessional looking. Any updates as to when this will be removed so that I don't have to keep wasting time doing it manually? 3 years ago the response was... Currently, we don't have the option to remove the Blue vertical line which separates every single thread content in the conversation. We are currently working on the enhancing this feature in our upcoming client update. Please bear with us till then. Time to correct. Please
Can't receice emails from senders
Hello, I am not able to receive mails from my clients. I have already set up the MX Records on cPanel. Domain is soitadigital.co.ke
Field Mapping for converting Potentials to Quotes
Hi, I'd like to suggest the ability to map fields from Potentials to Quotes similar to the way we can map fields from Lead to Contact or Quote to Sales order, etc. We have many custom fields for Potentials that go directly onto our Quotes. Since Quotes are related to Potentials and you can generate a Quote directly from the Potential it would be great to be able to map the necessary fields instead of having to re-enter them. Cheers, Jim
Alias from mobile
I am from my phone. Where can I change this?
Unable to receive email
Hi there, Today my email was unable to receive email at all, can you find out what is the problem? Thank you
How to change the colour of the Contact Us "Success Message" ?
Hi, On our site... (http://www.perfectbooks.eu/contact.html) , we have an issue with the "Success Message" that appears after the user hits the Submit button on the Contact Us form. The message that is flashed up, is almost exactly the same colour as the background colour of the page. It is almost impossible to see and makes users think that the Submit Button doesn't work. I'm guessing that I need to change a Color code in the HTML & CSS editor, but I can't see which line to change. Any help
Can the new (2016) UI be implemented for old accounts?
Hi everyone, I have the old (pre-2016) interface on my account. Is there a way to enable the new UI for old (pre-2016) accounts or am I stuck with the current interface? I can't seem to find any button or link that enables it.
Tip #5: Discover significant sales insights instantly using advanced filters
The Advanced filters in Zoho CRM are a great avenue for you to dig deep into your CRM to discover important sales insights in no time. Consider the following scenarios: Over the last six months, your CRM has accumulated a great number of leads. You have followed up with most of them but there could be a big deal hidden somewhere amidst the leads that did not respond the first time around. If only you could pull up such idle leads quickly and follow-up again. You have a handful of deals that are
Add support for Gmail email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions. Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email. More info here: https://developers.google.com/gmail/markup/
criteria report last record
hi I would like to give as criteria in my report the following : [last_record_added = STOCK [(CLIENT== input.CLIENT && SUPERMARKET == input.SUPERMARKET)] sort by Added_Time desc; (last_record_added.TOTALBILL> 0.0)] is it possible to have this level of criteria in the report? How could I filter my report that way thank you
New columns in Zoho form does not appear in Zoho Reports
Hello Folks, I have created a new application on Zoho Creator and linked the specific form to Zoho Reports, so that as in when we make changes to the form or add new rows, that should dynmically appear in reports. I have added a new column in the form and re fetched the data in zoho reports. Butaw the newly added column is not getting fetched into the reports ? What could have been the reason for this ? How to fix ? thank you.
Importing a folder from Google Drive
Hello! I would like to import into Zoho a whole folder with all its descendants from Google Drive. I think, this topic is also about it: https://help.zoho.com/portal/en/community/topic/google-folder-3-4-2016 And please update help topics here: https://www.zoho.com/projects/help/import-google-docs.html - there is the old interface on screenshots.
configuring contact page opencart with zohomail NOT WORKING
Help please, I just make a website www.brisell.ro. When i am configuring mail for website (contact.php page or order product) something is not working. I have tryed with configuring server mail with ssl:/smtp.zohomail.com, witout ssl:/, changing port from 25, to 465, or 80.NOTHING.With user and password from zoho, NOTHING. PLS HELP.THX(yahoo mail lucky2004alex@yahoo.com, or web mail bristena.chelaru@brisell.ro)THX. I have spoke with mai host and they sayd to talk with zoho suport.
Outlook PST file
With the help of Outlook PST Recovery tool you can successfully resolve your all Outlook related issues.It uses advanced technologies to scan the corrupt Outlook personal folders (.pst) files and recover your mail messages, folders, posts, calendars, appointments, meeting requests, contacts, distribution lists, tasks, task requests, journals, notes, etc.This software scans corrupt Outlook PST file to recover them and restore all of them into new and accessible Outlook PST file. Download free Demo
stuck at please wait when clicking on publish
I recently updated my site as I realised my "licence" wasn't activated against the required site. I've now been stuck at "please wait" for 30+ mins since I pressed the PUBLISH button. I don't want to lose the update, can you help?
Zoho Desk API calls. XML versus JSON
Hi: I have been using the API calls to retrieve Zoho Desk data in XML format inside a Visual Studio program I am developing. These APIs are defined here: https://help.zoho.com/portal/kb/zoho-desk/for-developers/developer-guide for example to search records: https://desk.zoho.com/api/xml/MODULE/getrecords?authtoken=AUTHTOKEN&portal=PORTALNAME&department=DEPARTMENTNAME I have had good success integrating these calls into my VS app. The other day I was informed that there are some unique API calls available
Mailtemplate with attachment becomes plain text on mobile device so images are replaced by text
I created an emailtemplate, with our logo and social media buttons as clickable images. The template also has an attachment. When I send this template the mail looks good in outlook. But on my iPhone 6 it is shown as plain text, so the clickable logo and social media buttons are replaced by hyperlink-text. When I send the same template without the attachment the mail also looks good on my iphone. (How) can I send an emailtemplate with attachment that will not be shown as plain text on mobile devices?
Update a record's field in Zoho CRM by using creator.
Hai Team, I have a issue in Zoho creator. if i update a record's field in Zoho creator automatically it should update in Zoho CRM. How to do that? Ex : In product module,if i change the unit price field in zoho creator.Automatically the same field in Zoho CRM have to get change for the same product. Hope will get a response back ASAP. Please send me the code. its very useful for us. Thanks in advance Abishek.
Gmail emails are going to Webmail, but other emails are coming to ZOHO, Plz Help
My domain is chief-mag.com . I did all the required steps, including CNAME, MX records setup as mentioned. I signed up for a different website where the email came to zoho, but whenever sending an email from Gmail account - it lands in the Webmail account of Godaddy and never comes to the Zoho email. Please help.
Help me create line chart
Hi. This is my database I want to make a chart like this to print out the process for each customer I have set the columns like this but nothing happened ! Pls help me. Thanks
Possible to use same script for two subforms (that are identical)?
Hi, My current script is super long, I hope there's a way to make it shorter: I have a main form, with two subforms in it. The subforms are completely identical, it's just that I had to display them twice on the same form and Zoho would not let me add the same subform twice. I have a pretty long script that needs to be run for each subform on On Edit -> On Validate. is there a way I can use the same lines for both subforms? To make thing easy I'll elaborate a bit: The subforms have 3 fields: Date,
Cannot send emails through Rails Action Mailer
Good day, After several days trying I'm not able still to send mail, Rails seems to be sending, but nothing arrives on the other side. this is my enviroment config config.action_mailer.perform_deliveries = true config.action_mailer.raise_delivery_errors = false config.action_mailer.default :charset => "utf-8" config.action_mailer.delivery_method = :smtp config.action_mailer.default_url_options = { host: 'https://chunchesenv-haguilar91.c9users.io' } config.action_mailer.smtp_settings = { address:
Mail not receiving after adding mx records
Hi, I can able to send mail to other mail but i can't receive mail from other email address. I've registered mx records in bigrock server but still i've this issue.
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
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