CRM - Auto Number Field Tray Initialize back to 1 for New Year
Good Day All, In the past few years, we have always been able to edit the Auto-Number Field Tray to match with the beginning of the new year. For example, I was able to change the Auto-number settings to 16-00001 on the Opportunities page. This year however, I am having great difficulty setting it to 17-00001. I keep getting notified that since the number I have in is a lesser value it can create duplicate opportunities. I do not want to update pre-existing records and I would like to ensure that
How to extract part of a text string like =RIGHT() in Excel?
I am trying to add a field to a form and use a formula to copy just the right-most 36 characters from another field into the new field. Similar to the Excel "=RIGHT()" formula. Is this possible in Creator? If not, any ideas on how I can accomplish this? Thanks, David
Getting Bounce back messages from Hotmail and AOL
Good Afternoon, I recently started having problems delivery emails to recipients with AOL, MSN and Hotmail accounts. The bounce back messages received refer to the IP address for Zoho has having a bad reputation. Is this something that can be fixed? Thank you.
How to add transaction in iOS app?
Hi Guys Could someone please tell me where the "Add Transation" button is in the iOS version of Zoho Books ?
Create New Task in Workflow and populate custom field
The goal is to add the ability to schedule a follow up task on the same screen our users are entering their completed task. I have created 2 custom fields on my task screen: Follow Up Task 1 (pick list) and Follow Up Date 1 I then created a workflow that created a new task if: Follow Up Task 1 field is not empty Task Status is "Complete" then create a new task where Subject = Follow Up Task 1 and Due Date = Follow Up Date 1 + 0 days However, I have a custom field on my task screen called Sales Task
Unusual activity detected from this IP. Please try again after some time.
Hi, Am trying to create a new user,its showing error as "Unusual activity detected from this IP. Please try again after some time." for the past 5 days am facing this issue. To be frank some of your automated security activities are good but its irritating often when I face outgoing email blockage and this one which makes me to thick to switch to some other email provider. Please unblock the account to create new users. Thanks.
Enabling Chat problem
Hello, I'm usin the 15 day trial. I'm interested to see what are the options to customize the chat but I can't enable it. If I press Enable chat, it tells me that enabling has been successful but nothing really happens. Enable Chat button stays in the same spot.
data saving
Hi, I run a mobile dance club in the uk. I've had a developer from this site working on a simple datadase with a event calendar with some email support.. this has taken longer than expected but looks and works ok... But i have a problem with the event payment section... Zoho does not save data automatically and the way the adding members and payments has force me to start looking at other software... the designer has given up he cannot work out a way to do it... this is how it works now . Open calendar
Get related record
Hi there, I have a Creator form with a CRM field Potentials and a field " Contact Phone" which I would like to populate with the value "Phone" of the CRM Contact related to the Potential. I can't get it working ... please help
535 Authentication Failed
I see the at the correction to this error is often TFA but I do not have have that enabled. Any help is appreciated. I can receive but I can't send any. Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the relay smtp.zoho.com by smtp.zoho.com . [74.201.154.90]. The error that the other server returned was: 535 Authentication Failed (SMTP AUTH failed with the remote server) Thanks
2016 - Zoho Books Journey.
Hello, Everyone! Last year we shipped out a lot of features which made accounting easier for you. So, here is a quick recap of some of the major features from 2016. Keep an eye out for more exciting features this year! Well, that reminds me, did you see the What's New for January 2017 yet? If not, do check it out Also here is a very cool looking picture of all of us from Zoho Books wishing you a very Happy New Year!
Change 'Compose' font form iPhone App
Hi, I recently change my smartphone from Android to iPhone. I cannot set the font used to compose emails from the Zoho Mail App. In the Android App, I remember using 'Sync other Desktop Setting' and the font used was the same set as default from the web-based platform. I've tried changing the 'Default Font When Composing' option but it only displays Verdana font when composing from iPhone. Thank you for your help.
Zoho Calendar
Hi. I'm using Zoho Calendar on my website for my clients to see my availability. The desktop version of the calendar shows "full" or "available" designations, however on the mobile page clients see "+1 more" rather than full or available. This causes confusion as on the mobile view it looks like my availability is" plus one more" rather than what the day actually is, which is full or some other designation. Is there a way to make the mobile view of the calendar say out right what I have actually marked
Unable to save SMTP details
Hi, We have recently noticed that our email replies from Desk is not going out to our customers since early December which we think this could be due to the new change from Support to Desk. Upon further checks we have noticed that our SMTP details was left blank therefore proceeded to reenter the password details however it refuses to save with an error code "Error while processing the request! Unable to connect SMTP server: mail.domainname.com, Port: 465". Appreciate your assistance at the soonest
Hotmail emails bouncing
Hello, Any emails I try to send to a hotmail account are being deferred ... ResponseCode 421, 4.7.0 Temporarily Deferred
Help! Mail Delivery Status Notification
Hola. Intento enviar un e-mail a mis contactos pero me figura este error: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Tue, 03 Jan 2017 13:05:25 -0800 from m*********@*******.com.ar [m*********@*******.com.ar] ----- The following addresses had fatal errors ----- [Status: Error, Address: <*********@hotmail.com>, ResponseCode 421, RP-001 (SNT004-MC9F12) Unfortunately, some
how do i add position stick on my website?
Dear sir / madame, I would like to add positon stick on my website: www.bomcongnghiep.co. Please help us to do it. Many thanks.
What's New in Zoho Books - October 2016
Well, October is here and the festive season is officially upon us. With Oktoberfest in Germany, Halloween in U.S. and Diwali in India, if you're wondering what treats we have for you this month, you're in luck! Prepare yourself to know about all the spooktacular and cool new features Zoho Books has rolled out this month. 1) LET'S ROLL THE i - WAY Zoho Books recently released a ton of new features in the iOS app. a) Power packed Zoho Books version 4.0 With the all new Zoho Books Version 4.0
hai
iam unable to sent emails error is outgoing email is blocked by zoho pls unblock it
zoho mail imap temporarly blocked
Hi like everyone else on the forum, my account too is blocked from using Imap. could someone please resolve this? Thanks
Recurring Bills: Duplicate / Copy
Please add the 'duplicate' or 'copy' function in Recurring Bills. Thank you! -Gina
Problems with api getUsers
Hello, I want use getusers api with url Https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=xxxxxx&scope=crmapi&type=AllUsers And i have for result <Response> <url = "/ crm / private / xml / Users / getUsers"> <error> <code> 4600 </ code> <message> Unable to process your request. </ Message> </ error> </ answer> I do not understand. Thank you for your response
Not Spam
Where's the button I used to use to redirect, to 'in box', messages incorrectly identified as 'spam'?
Payment Template - Amount Outstanding
Hi There, A client recently paid a part payment for an invoice we sent them. When the invoice went over the required time for payment the customer rang me to say why they had been sent a reminder. To which I replied you made a part payment. Their response was "oh, we didn't spot that, can you make it more obvious next time?" Can we add "Amount Outstanding" on the Payment Template and if so how would one do it? Many thanks. Conrad
Spreadsheets, print to one page
Is it possible to print a spreadsheet to fit all on one page ?
Validating SubForm Data
Hi there I have a Parent form "Bookings" - fields include Name, Company, Email, Phone I have a Subform "Booking Detail" (field name Booking Details). I have code on the "Add Row" to populate fields on the subform - effectively transferring the parent fields to the subform. The problem with this approach is if a user adds a row to the subform BEFORE filling in the parent form, the details don't transfer down. The other scenario is where they enter the parent form fields, add a row/s, and then before
"Unable to send message"
I have not been able to send emails for 2 days. Message comes up is "Unable to send message". Please help to rectify this, it is Christmas !
Resend verification code
Where can I resend it ? I close the window with the option to resend code, and if I try to register a new e-mail it's says that my domain it's already in use. So where can I resend the code or login to verify ? thank you
Deferred Emails
Hi Team, I have bbeing having my emails deferred over the last few days and am wondering what the problem is. Nothing has changed my end and i expected it to be a slight glitch but im wondering why this is still not fixed 3 days later. Please get back to me ASAP. Andy
Hotmail Error 421 RP-001
When trying to send emails to @hotmail.com accounts i get the following message: 421 RP-001. According to Microsoft the error is as follows - The mail server IP connecting to Outlook.com server has exceeded the rate limit allowed. Reason for rate limitation is related to IP/domain reputation. If you are not an email/network admin please contact your Email/Internet Service Provider for help. Please assist.
Email on PC is not loading on Windows 10.
Hey, I am running into an issue on my Windows 10 PC where the email page will not load. On Chrome is just times out and says the page cannot me reached. I tried it on other browsers with no success. My mail is working on my Macbook Pro and on my phone. My connection is great as well. Every other website is working with no issue. I am able to get to Zoho and even the login page but it fails after I hit login. Any insight would be greatly appreciated. Thanks!
Secondary Email Account (Non-zoho) doesn't show up in imap
For the longest time I forwarded emails from my other email Account to my zoho account. This resulted in errors over last months so I changed the setup to let zoho fetch the account over pop3. That was configured this way from day1 but practically overwritten by the other mail-provider forwarding all emails to my zoho address. This worked fine but since I deactivated the forward (in the other provides web interface) I cannot view my emails through imap anymore because they do not show up. The only
Email IP address range
Hi I need the IP email address range to make sure emails aren't being blocked by my firewall. Is that possible to get? thanks
Import Notes
Hello, I am trying to import notes into the Potentials module in Zoho. I have been able to map and successfully import some sample notes, but am unable to import the correct 'Created by ID.' For example I am wanting to import notes and assign those notes based on the user ID (for example: zcrm_779782000000062001). However, whenever I try to import the ID, it defaults to my user as the 'Note Owner.' Is there a certain format for the 'Created by ID'? Here is a snip image of the excel file and the
Sales Order Subject Field
Hi there, There's a thread which i 9 years old about this, so I have chosen to start a new one in the expectation it receives fresh energy! In the "Sales Order" module, "Subject" is a required, single line field. This renders it absolutely useless for our purposes. To make it useful (and so that it isn't filled with garbage every time someone needs to create an order) could it PLEASE be modified such that it can be auto-generated? If this is impossible, could someone clever help me write a function
Configuring Dual Delivery in Google Apps / Issues to send to same domain addresses / receive works perfectly
I followed this zoho guide to configure dual delivery at Google Apps it seems to work perfectly to send and receive emails to all external domains from the zoho account, the only problem is when sending an email from a zoho account with our domain example.com to an address with the same domain but hosted at Google Apps it returns a "Undelivered Mail Returned to Sender" error. For any other domains it works perfectly.
Not receiving emails
Hello, It appears as though I have not received any emails since yesterday. I am able to send emails, but not receive them. I attempted to send myself and email from my Yahoo account and received the following delivery failure notice: Sorry, we were unable to deliver your message to the following address. <director@greatriverrescue.com>: Remote host said: 550 No Such User Here [RCPT_TO] --- Below this line is a copy of the message. Received: from [98.138.100.116] by nm21.bullet.mail.ne1.yahoo.com
How to resolve "Problem in sending email while doing IO operation"
when encounter this error message, actually the email is sent. but it will not appear in sent folder. I cannot receive email as well.
Unable to send to gmail
Hello It's not possible to send emails to @gmail.com addresses, I get following error: ERROR_CODE :550, ERROR_CODE :5.7.1 Unauthenticated email from webcode.be is not accepted due to domain's 5.7.1 DMARC policy. Please contact the administrator of webcode.be domain 5.7.1 if this was a legitimate mail. Please visit 5.7.1 https://support.google.com/mail/answer/2451690 to learn about the 5.7.1 DMARC initiative. m189si33047104oib.305 - gsmtp If have
Unable to perform migration from old server with old certificate.
Hello I'm having problem/error when trying to verify old account email when performing migration. From what it seems my old server has an invalid certificate which i cant modify. Please assist.
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