HELP! Campaigns are coming from contact owner in CRM, not from the defined sender in Campaigns!
I have a mass email campaign going out to our CRM contact base that I created in Campaigns by setting up a sync. However, instead of each email coming from the user I have defined within the campaign, they are being sent by the contact owner in the CRM. Is this happening due to sync? Is there a button or option I need to deselect so this doesn't happen? We need these emails to come from 1 PERSON ONLY, and it should be the person we set up within the campaign. Thank you, Julie
New Features rolled out on February 23, 2017
Zendesk and Mailchimp Analytics - Public Release We at Zoho Reports are extremely happy to announce the general release of advanced analytics connectors for Zendesk and Mailchimp. Until now the beta version of these connectors were only available for the paid users of Zoho Reports. With this general release it is made available for all Zoho Reports users. The add-ons are available Free in all paid plans of Zoho Reports. It is priced at $15 per add-on/month in free edition. Zendesk Advanced Analytics
Trying to figure out if my emails are working
I have recently verified the DKIM and SPF on my zoho emails, which is supposed to allow it to work while connected to my phone. However when I send a email from my phone to one of my friends, it does not send and I sent it over 20 minutes ago. I have all correct SMTP & IMAP server codes and ports on my phone as I was instructed by the Zoho support team on how to do that.
Automatically Filter candidates
I need to match a candidate application data with the job opening data in order to filter only matching candidates. Is this possible in the current version?
Zoho and Wix
Hi there, Like many others, I can only send email but don't receive any. I tried to change the MX setting in Wix, but Wix don't allow it "MX records can be edited from the Mailboxes Settings" I don't have mailbox in Wix (this is why i'm here), I'd be glad to get some help. Best, Uriel.
Can't recreate mail address. Mail ID already exists.
Hello, I deleted an account in Control Panel. After that I cannot reuse mail address. When I try to add it to another account, I receive message: "Email ID already exists". Please, advice me how to solve this problem. Best regards. Michał.
Account Disabled
Seems whenever I want to send an email, 80% of the time the emails go through successfully. 20% of the time i receive automatic response Message not delivered There was a problem delivering your message to api@***.com See the technical details below. The response from the remote server was: The account siam@****.io is disabled. (***) have been manually added My DKIM is valid, everything with Godaddy is working... The only issue I see is the SPF configuration... I have added the correct TXT in GoDaddy
My Mail ID is appiyo.groups@inswit.com
We keep on facing this issue ERROR_CODE :554, ERROR_CODE : 5.1.8. Please resolve this issue ASAP Thanks and regards Inswit Team
Showing images instead of values (Modules)
Hi there, I am new to zoho and I am exploring .. noisy. And it seems that I did chose the right CRM.... I like to use an image instead of a value which should be shown when viewing a customer. The idea: With a formula field I am checking if all required customer data are filled. If "yes" then show a "green_dot.gif" if "no" show a "red_dot.gif". How can I solve this? Thanks for your help in advance... Patrick
zoho for a UK real estate broker/agent
There are tons of US realtor CRMs as well as tons of UK estate agency CRMs available. none of these work or do what I need them to do....which I find surprising as its really fairly simple. I am Uk property broker. In other words I am not an estate agent with a high street shop front who needs to print window cards from his system. I need a platform that allows me to register and catalogue all the properties I have ever dealt with. A database of properties, with lots of useful fields of data so that
CONVERTING EMAILS INTO LEADS
How canI convert an email directly into a lead?
zoho giving 414 error
I am using coldfusion to post a code to the Zoho Invoice API So far so good, if i send a very Long Data in JSONString it throws me 414 error: Here is the code which i am using <cfhttp method="post" url="https://books.zoho.com/api/v3/invoices?authtoken=#token#&organization_id=#structurl.organization_id#&JSONString=#arguments.jsondata#"> <cfhttpparam type="header" name="Content-Type" value="application/json"> </cfhttp> this way: it gives 414 error, if i try to pass JSONString in body without giving
Help: "Unable to send message;Reason:554 5.1.8 Sender Address Blocked"
Please help me! I can not send and receive today. I don't know why. Please help me check my email: thucdang@danggiatrang.vn Or how can i slove this problem? I can not receive and send email to my customers now :( Thanks and best regards!
Deselect all values on a single select radio button in a stateless form based on a button click
Hi, I'm trying to allow a user to erase their answer to a question on a radio button field. The user is answering many questions displayed one at a time using a stateless form. I reload the form to go from one question to the next. In this case, the user wants to go back to an answered question and erase their answer after realizing they are not sure of the correct answer. I'm trying to do this using a button on the form. The following commands had no effect: rdAnswer= null; and rdAnswer= "";
Product Subform getting records from Zoho Books Items
Hey guys, I have a main Order Form, and in it I have a Subform Products, so I can add as many products to the Order as I want. How can I populate the dropdown in the subform with a predetermined list of products(retrived from Items in Zoho Books). I can't put it in the onLoad in the products form because (I think) tecnically that form will never load, it will only be called from the Order Form.
How do I assign the same task to all Accounts?
I would like to create a data cleanse & re-establish contact task against all accounts so I can mark them off and not miss any. Is this possible? I can't find it in any on the other posts
Site not publishing
Hi Zoho, I just created my website today and i am trying to publish my site but could not. its giving me an error to contact support. My site preview address is - https://sitepreview-642455633.zohositescontent.com/previewsite Thanks
Help!! disable and enable input of subform
Hello, I have a small problem and I want to disable a field of a subform while it is empty or is null, I try from the Form Action - On Load and from the Field Actions, but I have not been successful, these are the 2 codes that I put: Form Action - On Load: if Item.Producto == null { disable Item.Valor ; disable Item.Cantidad ; } else { enable Item.Valor ; enable Item.Cantidad ; } -------------------------------------------------------- Field Actions if row.Producto == null { disable row.Valor ;
Tracking time against a job in the IOS Application.
The timer application for IOS on the iPhone is good but I often have a need to add notes to the time as I am working. Currently I have to stop the timer in order to add and save the note. This does not seem to make sense. Why can't I just add a note as the timer is running?
Signature Query
I have created a signature in my email account which I decided to change. I deleted the old one and added a new one but the old one is still appearing when I compose a new email. Any answers?
Attachments?
Something that I'm either missing, or is not a current function is attachments. A central part of my workflow with Evernote/Onenote is attaching/embedding documents directly into the notes. With all of the people looking for Evernote replacements at the moment, this would be an area that would warrant attention.
Discount for payment by check/cash
I am a month into using Zoho Invoice now. I linked payments to my Paypal account as a nice option for my clients to pay me more quickly. I was not prepared to see how much 2.9% + .30 was adding up. What I want to do is factor this fee into my rate but provide a discounted rate if they are paying by check or cash. I understand that you can do discounts on a per invoice level but can you provide a more automated method where the client understands what the discounted fee will be should they choose
User Already Exists Error
Hi There I'm trying to add the user darren@haywards.co.za to my domain under the Zoho Mail Administrator Control Panel, however I keep getting an error message which states that the user already exists even though when I look at the list of users it's not there. I've seen other posts on this forum about this issue being caused by the user's email being assigned as a secondary email to a Zoho account but I'm not sure which account darren@haywards.co.za is linked to. Can anyone assist? I would really
List all the Contacts without pagination zoho books
Hi I want to list all the Contacts in zoho Books. When I used list record api and getRecords method, it returns only 200 records.I need all the records. How can I overcome the pagination? Is there any parameters for this to specify the start index and last index in zoho books? Need Assistance asap
Issue getting Logs for a Project (API)
Hello, I'm having problems with the api to return the logs of a specific project in a specific month. I make the request to https://projectsapi.zoho.com/restapi/portal/[PORTAL]/projects/885183000000209141/logs/?authtoken=[TOKEN]&users_list=all&view_type=month&date=02-01-2017&bill_status=All&component_type=task&range = 100 Checking via application, I see that project has hours in the month. Could you help me solve the problem?
Tipos de suscripción estándar o profesional
Buenos días Actualmente tenemos suscripción gratuita y queremos valorar pasar a otro tipo de suscripción, no sabemos cual de ellas, no se si alguien nos puede decir las diferencias entre la standar y la profesional, sobre todo necesito saber si se pueden subir archivos ilimitados o hay un tope. Muchas gracias. Un saludo
Can not complete desk registration on mobile device
We are testing the new desk and setting it up for use. In testing the portal, we clicked the accept button in the invite email on our iPhone, and it pulled up the form to set a password. We entered the password and when we clicked the "Register" button it would not do anything. Had to go to PC to complete the registration. Is there a fix to this? As this is not convenient for clients. Thanks!
Using zoho reports properly to create ZOHO CRM commission reports
Hi, I am really stuck how to realise the following report to my partners: I would like to provide to our partners info about the commissions that we have to pay them and the commissions that they have to pay us for the Deals that we have made with their reference. As general the partner has to have access to table that provide data from the DEALS MODUL CONTACT MODUL Here is what kind of colums the table has to have: DEAL NAME DEAL TYPE CONTACT ( this is lookup filed and provide the name of the
Clé ZSC
Hello, We have a problem with the ZOHO CRM / ZOHO CAMPAIGN link. "The ZSC key for this account is no longer active". How do we? thank you
Zoho crm workflow
does it have a maximun of rule possible in the workflow (CRM) ?
secondary mail id linked to admin account not able to change or delete
Hi, Please let me know how can I change or delete the secondary mail id which is linked to admin account. This is my first time, when trying to setup mail setup created user itadmin@prachinbharat.com after completion of setup and getting verified with domain, it asked for preferred user name and I entered naveen. Now while creating naveen as user for this time it's not allowing. Kindly help me to solve this problem. Regards Vasant B Alagundagi. 9900785307
Should I Factor Into my Testing a "Wait Time" when Changing Workflow?
Hi ZoHo. I am testing a workflow rule in the Leads module. I have a question about patience. Here's the context. I've spotted several errors that I've made in the workflow. With each error, I'll take the following steps: In Rules, I'll deactivate the workflow, taking the option of deleting all schedule In Leads, I'll perform a Mass Delete of the Leads I am working with In Rules, I'll fix my error In Leads, I'll import the Leads back in In Rules, I'll activate the fixed workflow In Leads, I'll
Email notification
How do I set up an audible email alert/notification to my account?
my id is blocked
Hi There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? rubina@reacherp.sg
Regardles DKIM - Zoho key is not working
I followed the procedure for configuring DKIM in my domain, but the key that I generate in Zoho is not valid in http://dkimcore.org/c/keycheck, where I received the message that the public-key is requiered. I verified with another tool, different than zoho, https://www.port25.com/dkim-wizard/, and after the key is generated and configured in my dns the http://dkimcore.org/c/keycheck my domain pass the verification procedure. How can I move forward, it seems that is not my DNS or the configuration
A design flaw ? How to log to admin, if signed up with Gmail ?
Hi This is one hell of a design flaw I think. I signed up to Zoho with my GMail credentials. I set up the account, and the MX records on my domain, and I can send and receive emails. BUT when I wanted to delete a user I added twice by mistake, it prompted me for the admin password, which I never had (signed up with GMail, remember...). I read that in this case I should click the "reset password" and follow procedure. What happened is that in order to reset to a new password, I had to put the current
Creating a Task when a potential is created
How can I set up a workflow so that when I convert a lead into a potential it creates a task for that potential automatically?
Reccuring task by API
I need to add reccuring Task with reminders into Zoho CRM by API, but can't find information about this in API. Can you please assist me in this issue?
Unable to insert leads using API
Unable to insert leads using API Code: <?php $xml_data ='<Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your Company</FL> <FL val="First Name">Hannah</FL> <FL val="Last Name">Smith</FL> <FL val="Email">testing@testing.com</FL> <FL val="Title">Manager</FL> <FL val="Phone">1234567890</FL> <FL val="Home Phone">0987654321</FL> <FL val="Other Phone">1212211212</FL> <FL val="Fax">02927272626</FL> <FL val="Mobile">292827622</FL> </row> </Leads>'; $URL = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=<AUTH_TOKEN>&scope=crmapi&xmlData=";
CRM won't let me add my company name etc into the fields.
Have Zoho Mail. All good. Went to sign up for CRM. I come to a page that says "add your company information". The software will not take any information. Even when I try to upload my logo, it does nothing. Cannot type my company name, address, nothing into the fields. Tested this on both Mac and DOS. (Attached photo of the page)
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