Retrieve associated field in nested lookups
Hi I have a a set of nested lookups in forms: Country Region (with Country lookup & filter) State/County (with Region lookup & filter) I have another form Profile on which I have a State/County lookup. When a user selects a State/County, I want the associated Region to load into a regular input field. So if the user selects Nottinghamshire, East Midlands appears in an input field. As Region is a lookup inside State/County form I can't access it the same way as I would do other fields. Can you help?
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Unable to send message;Reason:554 5.1.8 Sender Address Blocked Our mail has been blocked. We are not able to send any emails and it has been blocked for more than a month now. Please unblock our mail id info@recro.io
Zoho Invoice and Zoho CRM integration
hey, i'm using zoho invoice for estimated/quotes and invoices i activated it in zoho crm. Now i want to send my customer an "sales order". Is it possible in zoho invoice to create this? I don't use the quotes module or invoice module from zoho crm because it has limited funtionalty for my workflow. And what i also don't want to do is creating the sales order from scratch in the sales order module. I want it to work automaticly otherwise it's just slowing me down not helping me. maybe someone can
Noticed issue with timezone on calendar event creation in Zoho CRM with custom function.
Has anyone else noticed an calendar event time be off by 5 hours lately? We have several custom functions that use a date and time field to populate a calendar event on a users google calendar. The events are now populating 5 hours later than the time the are scheduled in our custom module. Not sure why this is happening, We have check the code in the custom functions an it was not change we checked the time zone in CRM that is still the same. We checked our calendar time zone that hasn't changed.
No bills in the customer portal
Customers can not see invoices in the customer portal
Auto-Assigning Reopened Tickets
Hello, Is there a way to set up a rule to auto-assign a ticket reopened by a customer to a specific agent? THANKS
Can't receive emails, not an issue with MX
Domain: gemkore.com MX: All fine. No CNAME overriding. I can't receive emails at all, but sending emails is not a problem. I've been looking at other threads started by people with similar problems with no avail. Please help! Edit: I can now receive emails, but they're at least 6 hours late which is unacceptable. I'm thinking about churning out the money for G Suite instead of wasting my time with Zoho.
SPF records are not working
I have done exactly as told and everything is set up as it should be. my emails send and receive but I cannot set up outgoing Smtp. Not sure what the problem is but would really appreciate some help. Cheers
SPF records are not working
I have Linked my account with godaddy but the spf records keep poping up in zoho saying entries in domain dns do not match with zoho? Please help
break one field into many
I want to split one field into two.How Can I do that : for example I have a field name Company Name: Kader rahman tonmoy I want to split first word under FIrst Name and rest of the string under Last Name Like below : First Name :Kader Last Name: rahman tonmoy How can I solve my problem or Which string function I need to use?
Not reciving e-mails
I can not recive e-mails to any of my domain directions, any advice? Regards
Detail section with several fields and records in the deal form
Hello all. I would like to know if is possible to create a detail form with custom fields linked to the deal form, and how. The form will have some custom fields(6-8). The most importants among them are numeric and dates. I will need to create a report where to use those numeric fields to be summarized. Thanks for your answers.
CRM api updating records
Brief background of what I'm trying to achieve: Someone fills in an enquiry form on our website about a specific product. I use the crm api (with php) to insert the enquirer's details as a lead into the crm and get the lead id from the response and save it as $enquiryid. I then insert the product details with a duplicate check into the products module in the crm and get the product id from the response and save it as $propertyid. I now want to update the lead to add the product to the lead. (Easily
site to site vpn
i want to buy zoho crm but we need to site to site vpn because only site to site vpn on intergration accept a software using.
how to implement s2s pixels from the crm ?
HI , while i register a lead to the crm and sent a link in one of the parmas value and want that the crm will handl a s2s pixel, is there any support for the s2s - server to server pixels in zoho crm to use this link and handle it ? how can I do that ? something lik google tag manager or facebook thanks
Recover deleted mails from trash
any way to recover deleted mails from trash? i suspect my employed guy send mails and after delete them to hide sensitive information for my enterprise, i need check this Thanks for all information :)
Pl. respond how to reslove the below issue which appears on senders inbox on sending the mail to zoho account
Your message wasn't delivered to abcde@xyz.com because the address couldn't be found. Check for typos or unnecessary spaces and try again.
URGENT Error message when publishing.
I get an error message and tells me to contact support. www.missglobelouisiana.com
Quickly sending an email to a cross section of contacts at selected or filtered accounts????
Been using Zoho CRM for about a year and a half now in my Manufacturers Representative company. It's working really well for us. We don't use multiple users, it's a simple database, contact list and we use some basic commission tracking. We are contracted sales agents, representing multiple brands. We sell more than 1 brand to multiple accounts. We have accounts set up, and I've created fields in the account module to sort if an account is a "Target" or "Dealer" for particular brands. I can apply
Zoho for Law Firms
Dear Forum, I am curious as to anyone that has used Zoho for their law firm. We have several attorneys and supporting staff. I need software that can track billing and immediately incorporate the billing into an invoice. If someone has used it, what different Zoho products have you used? Thank you and much obliged ! Paul
Associating Leads and Vendors
I'm currently trying out the free version to evaluate if it will meet our needs. I would like to associate leads and vendors. Each lead can be associated with more than one vendor. This is because we need to keep track of which leads have been passed on to which vendors. Is this possible and if so how do I do it?
DNS Config Failure (Own Domain)
I purchased the Basic Plan in order to use my own domain. I did the config in Registro.BR according to Zoho orientation, but I have trouble cause everytime that I browse www.otolinks.com.br auto redict to http://ww2.otolinks.com.br/?folio=9POR7JU99 Than appear a message: Error. Page cannot be displayed. Please contact your service provider for more details. (32) I'd need help to orient me what to do. Thanks in advance! Renata Nagai
Email registered under different organisation
Hi, I abandoned the process of registering a new account half-way through, but not before using a key email address. Now can't import this email address to my original account. I am receiving the message "The email address is already registered with another account which is not a part of this organization." Because I didn't complete the second account registration (because the number I tried to use was already registered under my original account), I can't delete it. Can someone please help? Many
How to execute workflow after click in email
Is there any option to execute a workflow after click in an email? There is an option to track the emails status (sent, opened, clicked). Could this be used for workflows? thanks in advance, Marco
Recurring Email
Hello, For some odd reason my recurring emails don't send? they're sitting in my outbox but don't send. I've configured everything correctly, but none of the recipients have received the emails; i've even cc'd myself into them to make sure and I haven't received any of them. Any help?
Can't delete or add email alias
I tried to add an email alias via https://accounts.zoho.com/u/h#profile/useremails. It added but it doesn't work. I now tried to delete it but I get the prompt to contact admin to delete. I now try to access admin via https://mailadmin.zoho.com/cpanel/index.do#mailaccounts and discover the intended alias is not on the Mailbox Alias list. I tried to add it here and I get the prompt "Alias Email id already exists". Please what do i do now?
Process from Quote to Sale?
Hey there, im kind of new to Zoho CRM and trying to use it for our business processes. Till now i'm having a lot of different small problems while trying to rebuild our sales process. Maybe there are some more experienced users who could help me with building our workflow. I try to do it all by myself and spending way to much time into this software instead of making sales. Till now it's not making much easier. The setup process takes a long time and is not easy if you try to establish new workflows
Remove an Invoice Line Item via API
Hi, I am wondering if anyone knows how you can remove an invoice line item via the API? When I update the Line Items via the API it does not remove any that I don't specify. I am trying to do a mass update of Invoices where 1 line item product is replaced by a different product but all I seem to be able to do is add to the line items. The original line item is not removed when it is not specified in the new list of Product Details. Thanks, Michael
Undeliverable - taxsource.co.in
Hi I am getting the following error while sending emails to my Zohomail. Please help. p3plibsmtp02-11.prod.phx3.secureserver.net rejected your message to the following email addresses: noor.ansari@taxsource.co.in (noor.ansari@taxsource.co.in) The address you sent your message to wasn't found at the destination domain. It might be misspelled or it might not exist. Try to fix the problem by doing one or more of the following: Send the message again, but before you do, delete and retype the address.
Filter Task vs Subtasks in Reports
Hi: While using reports, I cant find a way to separate tasks vs. subtasks. Example: I am getting 18 tasks in the report, but only 3 are real tasks, 15 are the steps needed to achieve those 3 tasks. I have to report my boss/client only the tasks. He doesn't need to know about the steps needed internally to complete a task. Is there a way I can get a report only of the tasks? Thanks. Un abrazo, Robby!
Embedded URL Row Limit
Hi, I was using the "Embed to Website" link from a Application generated report to provide a feed for a Power BI report. This appears to be working great except that I only seem to be able to pull out the number of rows that are displayed on the first page of my report. I have 200 Rows visible on the first page of my report, but there are 357 rows of data in total. When I pull the refresh of the data to my report it only gives me the latest 200 rows. Is there a way to have the embedded report to
What is the new registration box when creating a new meeting?
what is the purpose?
Generating Tickets from only certain email ids
Hello, We are trying to enable email forwarding from outlook to automatically generate tickets in Zoho Desk but are facing a problem. We only want to generate tickets from the email ids configured in contacts in our Zoho Desk and no ticket should be generated if there is an email from some other id. We also want to send an email to the email received from a non configured email address requesting them to send from the registered id. Please help. Thanks, Rohan Shah
Update Custom Module Record
I am trying to update an existing record in a custom module. When I try to get my modules, I see: { "content": "CustomModule1", "gt": "4", "id": ..., "no": "6", "pl": "Cohorts", "sl": "Cohort" } So I know that the module is called "CustomModule1". I want to update a custom field on this custom module, so I pulled the fields: { "customfield": "true", "dv": "Cohort Status", "isreadonly": "false",
Zoho CRM API method to use view function of Leads, Accounts and Contacts
Hi, I am planning to build a custom map application that is able to show/edit Zoho CRM Leads, Accounts and Contacts. Zoho CRM iPhone app has view function as below: Is there any method to use Zoho CRM's view function in the custom app which I will build on Google Cloud Platform. Thank you, Junya
i would like to use zoho recruit to pre-check CV's against job ads to see what the ATS matching percentages are. Is this possible, if so, how do I implement this.
i would like to use zoho recruit to pre-check CV's against job ads to see what the ATS matching percentages are. Is this possible, if so, how do I implement this.
Bulk email campaign
Hi We have an existing account with ZOHO, Currently we are using ZOHOrecruit feature. We would like to update bulk emailing feature in our account. Therefore, we would like to know various packages available in email campaign. Best, Neelu +91 9100998987
Webhooks - Update Creator Record from ZOHO People
Hi All, I have a CREATOR application that gets populated whenever a new Employee Record is added in ZOHO People. I have used Webhooks and Creator ADD API for this. It works fine. Now, I want to UPDATE the Creator Record whenever the Employee Record is Updated in ZOHO People. I have used Creator UPDATE API. It does not seem to be working fine. I am getting the below Error, that says no CRITERIA is specified. <response><result><form name="E"><update><criteria>null</criteria><newvalues><field name="Email"><value>krithika@langoor.com</value></field><field
Some domains do not accept my mails from zoho
Hi, some companies do not receive my mails from zoho. mi domain is www.innovaaqp.com So far, the ones that cannot receive my mails: www.flsmidth.com www.fmi.com www.pacificovida.com.pe Only this last one replied me as follows: 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. alejandra.seminario@pacificovida.com.pe, ERROR_CODE :421, ERROR_CODE :4.4.0 Unable to connect to DNS
mail merge w/ zoho write or my mail software to print avery 8160 labels
Hello: I would like to be able to export my contacts information to .csv format and the upload into software that could print labels. I do not have Microsoft Office, so instead I have used My Mail Software. When I import contacts from Zoho that I have downloaded as a CSV file, the contact information will not import into My Mail Software. I guess my questions is if there is a Zoho Write Template for Avery 8160 Labels, then could I export my contacts from Zoho, Import into Zoho Write and then print
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