Not able to send or receive emails
We are currently not able to send or receive emails as of today (has been working before) When sending a mail it flashes up with 'email sent' but then there is nothing in drafts, outbox or sent. Please help.
Disappearing Import/Export Function
After working with the trial version for a few weeks, I've upgraded to the Professional version and have done a few test uploads of Contacts and Accounts. Yesterday, without changing any Permissions settings, the "Import/Export" option disappeared. It has been replaced with "Import History." Again, I have not changed any Permissions settings. My profile remains Support Administrator and the Administrative Permissions still have Import Records enabled. I've logged on and off a number of times to
Tooltip on Deal Stages?
Is it possible to make a definition of each stage? and have it populate somewhere on the Deals module? possibly as a tooltip when you are viewing the pipeline? Here is some background: The stages which we have built need to be clearly defined and understood by the end user sales team. A definition for each stage, possibly as a tooltip, would really help them to keep their deals properly aligned with company goals.
Deals with multiple payments
I'm looking to use Zoho CRM to manage my local (non profit) pool club. Will definitely be using about 10% of Zoho's capabilities :) We let our members pay annual dues in either 1 lump sum or in 2 payments. Is there a way to handle that in Deals? I guess it would be something like a typical Services Deal where you agree to a possible total amount upon completion of all the work, but only pay out upon delivery of each phase of the services project. Can something like that be done in Zoho CRM?
Retrieving info lost when converting leads to contacts
I lost all the phone numbers when I converted leads to contacts as the field for phone number wasn't mapped. I've fixed it now but is there any way to retrieve the phone number for those already converted?
How do you calculate your aging dates?!
How ARE you guys calculating these dates?! Click on the Aging Details By Invoice Due Date report. I have invoices in the future which you say are over a YEAR old?
New Zoho Account Can't View Shared Zoho Calendar
Greetings, I've created a Zoho email account for a new user, and I've shared one of my Zoho calendars (not the primary/personal calendar) to their Zoho email address using the "Share with Individuals and Groups" option in the calendar's "Sharing" tab. The user has received the email notification, and can click the link to view the calendar in a new window, but none of the existing date entries are present in this shared calendar when the user goes to view it. It's just a blank calendar. Additionally
Zoho DNS
I bought a domain name from Zoho. How does one access the domain DNS in Zoho? I need to configure DKIM and custom url
Shipment Status Fulfilled When Adding Sales Order Through API
Hi There, I have a variable product in WooCommerce. When I go to make an order for a variable product, I have been able to map the variation in WooCommerce to the variation in Zoho Inventory by using the SKU and the exact same product name. However, when the sales order comes through on Zoho Inventory, it seems to suggest that the order has already been packed and shipped which isn't correct. I attach a screenshot below to show what I mean (though I have removed the billing and shipping address for
Content doesn't appear in the portal home page
the customized portal is here: https://support.morphisec.com/ which you can colored but empty. no widgets and no content. and content appears to logged in users only. some of the content we have there is marked for all users. the default portal is here: https://desk.zoho.com/portal/morphisec in which you can see the widgets and test content.
Api response for invoices
Invoice custom fields aren't returned but line item custom fields are ?????
View previous customer history by email address?
Hi Zoho support, Thank you for your excellent product. Is it possible to view previous tickets, grouped by the same email address of the customer? I have a customer who contacts us every few months. She uses the same email and different aliases every time. She's a little "cooky"... It would be a nice feature to get to see if we already have an email address in our customer database. Please let me know if such a feature exists already. All the best, Ron
Removing (and adding) Addons from existing subscription
Is it possible to update an existing subscription via API so that a specific addon is removed or added? Or do we need to cancel existing subscription first, and create a new one with different set of addons?
Reply Without Original
How to reply to an email without including the original email or conversation? Thank you.
Bill Payments via Personal Account
Hi, My USA LLC company accounts in USD, but I am personally based in the UK and use GBP. I have suppliers in the UK who need paying in GBP. In order to pay supplier bills, I used PayPal to transfer USD from the company checking account via the company PayPal account (USD) to my PayPal account in GBP, which attracted a fee and was converted at 2.5% above the base rate. I then withdrew the GBP funds from PayPal to my personal bank account and sent them to the supplier via direct bank transfer. How
Does zoho offer something like hello sign where customers can sign a contract electronically?
Does zoho offer something like hello sign where customers can sign a contract electronically? Im getting frustrated with entering the customers information twice (once for each application) and I am looking for a product that is more seamless. I use zoho invoice, so i want something that will merge the data over.
Existing PRO Customer, got questions
Hello, in payment received we want to have two drop downs , but in your custom field only one drop down I'm able to create. So can I edit the options in drop down of - PAYMENT MODE ? I want to add those to payments mode drop down - Hand Cash Udio Online Payumoney Online Paytm Online Paytm Wallet Check NEFT/RTGS/IMPS Payumoney POS Axis POS And then I will simply have one custom drop down added for PAYMENT TYPE - Installation Rental Router Accessories So in reports, can we have a column
CNAME & TXT verification failed !!
I've been trying to add ZOHO CNAME & TXT to my godaddy hosting to get the ability to create my professional email with no success for more then a week now !! Can anyone help me please PS : I attached a screen shot of my Goddady records settings !!
[ASK] why i can't add a domain?
This time I found a problem in the process of adding a domain on Zoho mail service, The problem is enough to make me confused. I want to add a domain with a domain name vectortshirt.com, but when I add the domain, I get an error message "This Operation has been restricted. Please contact support-as@zohocorp.com for further details". But if I add another domain name, for example: blabla.com, I don't get the problem. One more, which makes me confused is when I try to add the domains with keywords TSHIRT,
How to make an aggregate formula COUNTIF with 2 conditions
Hi, I'm trying unsuccessfully to create an aggregate formula that counts items if 2 conditions are matched. I thought this would work: countif("Sales Data"."Adhesive"='Yes',"Sales Data"."SalesAgent"='JH',NULL) But it doesn't, the first part works, but the second part doesn't. Please can anyone help me with knowing how to do this successfully? Also, is there a way to define in the formula which column it counts if these conditions are met? Thanks Jon
Facing Sending failed;Reason:554 5.1.8 Sender Address Blocked Error
Hi There, My email is dhruvin@esparkbiz.com I am facing Sending failed;Reason:554 5.1.8 Sender Address Blocked This type of error and I am not sending the single email. Can you pls unblock my email address. Thanks
[ASK] why i can't add a domain?
This time I found a problem in the process of adding a domain on Zoho mail service, The problem is enough to make me confused. I want to add a domain with a domain name vectortshirt.com, but when I add the domain, I get an error message "This Operation has been restricted. Please contact support-as@zohocorp.com for further details". But if I add another domain name, for example: blabla.com, I don't get the problem. One more, which makes me confused is when I try to add the domains with keywords TSHIRT,
Zoho Checkout is now integrated with Zoho Books
Hello everyone, We're glad to be announcing that Zoho Checkout is now integrated with Zoho Books. With this integration, you can now handle taxes and accounting on your payment pages with ease. An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are: Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout
mail migration tools
we want to migrate our current email from outlook client to zoho mail .can you send me the migration tools pls Thanks !
Why does the Wepay integration not show bank transfer?
When you use square, it automatically enters the bank deposit as a transfer out of the clearing account to your bank account. This is as it should be. When you use wepay, you have to transfer each deposit manually using the "transfer to another account" option. How can this be automated or fixed by zoho.?
Using Gmail Inbox to send mail thorugh Zoho
Hello, I'm trying to add my Zoho email address to my Gmail account. I've gone ahead and attached my domain to zoho, and have tried sending email from it and receiving email to it, and both work fine. I'm now trying to connect my account to Gmail, to send email through the Zoho smtp server. I use the following info: SMTP Server: smtp.zoho.com Username: name@customdomain.com (should i provide actual details here?) Password: the password i created in zoho for this. Toggle on 'Secured connection
Import task template - tasklistid
Hi, could you tell what is the use of the Tasklistid in the Template. I downloaded a sample, but there is multiple task with the same Tasklistid Not sure how to use it to create my own import list of task Thanks
Projects
How do you count the number of Project that I can create? 1) When a project is archived, does it still counted as 1 project used from my quota? 2) When a project is deleted, does it still counted as 1 project used from my quota? 3) When a project Ended, does is still counted as 1 project used from my quota?
How does one account for deducted TDS from a clients invoice amount?
Hi, When a client pays us, they deduct 10% as prepaid tax. How do i make sure this does not stay as the client's liability and is treated as deducted tax at the time of generating tax reports?
Anatomy of the Community
Hello guys, The Community consists of categories, forums, and posts. Let us look into each of these in detail: Category: A Category is a collection of forums or otherwise called a top level forum that is displayed in your self-service portal. By default, a category is created for each of your departments in Zoho Desk. So, when you signup for Zoho Desk, a category in the name of your portal will be created. You can directly manage your online community through this category. Forum: A Forum is a message
Upload image
Can i upload a image on zoho social messages?
TASK
Hello, Is it possible to number the tasks? If so could you tell me how ? Thanks Have a nice day
can not send or recieve mails
Hi My domain registered with zoho is trivooz.com. I am facing a problem i.e. email are not sending and receiving. I tried to send email to some other account, it's failed. I tried to received email from other account its failed again. Following are the MX records. MX Records Priority Destination Actions 10 mx.zoho.com 20 mx2.zoho.com Please tell me whether it's an issue at your end or my end. If it is on your end, then when this problem will be resolved.
Email Account limit storage
Dear VO support, We are considering the possibility to use your software in our small company in Spain. So far everything looks great! We have installed the VO in our Windows Server and it runs fine. When I configure either a POP3 or IMAP account, on the VO desktop I can see a limit of 1000MB. Even if we are storaging the emails on our server is there a limit?Is it the same in the case of an IMAP account? What should we do when we get to that limit? We work with very heavy files, so I think that
ZoHo Connect and ZoHo Docs and DropBox integration
When will you allow ZoHo Connect files to sync or use ZoHo Docs or DropBox so we don't have to double upload everything into ZoHo Docs, Project and then Connect for your Partner knowledge base? Cheers, Rick
Auto cc emails other than the support mailbox
I want to automatically cc another email address however it appears that I am not able to do that.
Which apps come with a standard business subscription ($3/user/month)?
Hello, I am just new to Zoho and have created and upgraded to standard all the 8 users in our organization. Which apps can we use. All the apps are still asking me to upgrade, yet on the FAQ Zoho guarantees some free versions of these. A detailed answer of which apps and how much we can use them would be amazing. Best,
I'm Not Receiving mails from Gmail & Yahoo mail
Hello, I used my domain rpm-eg.com & set up Zoho account & emils, but I'm Not Receiving mails from Gmail & Yahoo mail. Gmail senders got error : Address not found Your message wasn't delivered to yasser@rpm-eg.com because the address couldn't be found. Check for typos or unnecessary spaces and try again. LEARN MORE This link will take you to a third-party site Yahoo error: Sorry, we were unable to deliver your message to the following address. <sherif@rpm-eg.com>: Remote host said: 550 5.1.1 <sherif@rpm-eg.com>
Waiting to be reviewed is taking too long
I have a campaign that was sent for approval...I received the email that it has been approved...but right after another email saying it was changed to "draft". It's still in the review stage. (see attachment) The name of it is "Frederic Terminated" The other 3 are taking just as long. Can you tell me what's going on and how long before I can get it approved? Thanks Pam
How to fetch data of "Department" & "Branch" fields via API automatically from Zoho Recruit?
Hi We are implementing a custom page on the customers website to publish job openings and are therefore trying to fetch field data of the "Department" and the "Branch" fields via API. We want to use it on a filter on the page. As of now we can not see a way to do this automatically (only manual implementation works by now), please help us. If there is no way to fetch them, it would mean that we have to adjust the code every time the customer has a new department or branch. This would make it complicated
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