zoho crm field
using the zoho crm field button on our forms and recently the data it pulls over is from the same form but not the field we want. Example product name . screwdriver product code . scr11 price . 9.99 if there is no product code it will use product name but if there is it pulls over the code instead. It did not use to do this and the girls in the office are shouting loudly at me. Help
Drop Down Menu Search Breaks on Dynamic Drop Down
Hello. I have a dynamic drop down menu set. On mobile, when I initiate a search within the drop down, no results show for my en try and I have to back out of the application in order to have the results refresh. Thanks, B
iOS 10 can improve the way you sell
iOS 10 has not only changed how you use your iPhone but also how you sell when you’re on the move. For a salesperson, the update is a time saver; even more so with the update of your Zoho CRM app. Now you have: 1. Caller ID integration - Never miss another client call when your iPhone recognizes your CRM contacts 2. Proactive Suggestions - Let Siri guide you to sales; or if you have no time to talk, your device automatically recognizes the last CRM address you visited and suggests it at the right
create subform records from another suform
hi, My app has this forms: Orders Order details Shippments Invoices Invoice details Order details is a subform of Orders Order details is also used as a maiform, wich has shippments as a subform. Invoice details is a subform of Invoices. Now I want to have a lookup field at shippments where i would chose an invoice (or create one if it doesn't exist). When i would chose the invoice, the shippment record data should be copied and create a new record at invoice details. This records should be invoice
Importing multiple records not triggering automation
Hello! I have a custom module for records that I import once a day. I set up an automation trigger to send an email on any record creation, however, when I import a CSV list the rule automation doesn't trigger. If I import one record at a time by manually entering all the fields, it does work. Thank you for your help! Ross
How to isolate Accounts that don't have an open Activity?
Is there a way to run a report on all Accounts that do not have an Open Activity? Since a Completed Task is designated a status of Completed, I can't just filter for Status is Empty, and not clear to me what other fields I could use to isolate any Account wherein I have not assigned an Activity. My guess is that I am missing something...
Announcing staff based billing in Zoho Projects
Zoho Projects announced its staff based billing feature recently. I would like to throw some light on it today. Before the launch of staff based billing, we had project-hours based billing only. In the project-hours based billing, the user rate was common to everyone in the project. Now, with the help of staff-hours based billing, different user rates can be given to different users in different roles and make project billing more effective. Advantages of staff based billing over project hour based
CRM related lists missing
When I try to add the Zoho People info to CRM, I do not see a button at the bottom of the Account page for Related Lists. Do I need a certain version of CRM or People to do this? I have CRM Professional and People Startup. Bruce Letterle Red Lab Media
Invalid value passed for url
I'm making a curl post via php with the following code and am receiving the error "Invalid value passed for url" $headerArray = array("Content-Type: application/json;charset=UTF-8", "X-com-zoho-subscriptions-organizationid: 307921614", "Authorization: Zoho-authtoken ".$authToken ); $url = "https://subscriptions.zoho.com/api/v1/subscriptions"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_HEADER, true); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch, CURLOPT_POSTFIELDS,
Creating a custom module record with a linked look up contact field
How can I create a custom module record linked to the same Contact starting from Potential Module using a custom button in Record View. Somehow my look up contact field stays blank, I was able to do it by using First name + Last name strings but this wont work if i have contacts that have the same name. i need to find a way to do this with the contact ID. GetInfo = zoho.crm.getRecordById("Potentials",input.Opportunity_ID.toLong()); createMap=map(); createMap.put("Nom Service","Nouvelle Installation");
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Hi, I am unable to send and receive e-mails: Unable to send message;Reason:554 5.1.8 Sender Address Blocked. Please advise on how to rectify error. Thanks. Kind regards, Giselle@makeitrain.biz
how do i put two pieces in a box?
Hi there, when I create a new item on Zoho Books and I need to specify that there are 2 pieces in one carton, how do I do that? You have to specify a number of cartons per unit but the system doesn't allow you to specify a 0,5 of a carton. Your kind reply
Unable to connect ti imap
Hi, I'm unable to connect IMAP server with the domain: shooting-gloves.it. Greetings
Add a note by clicking button
Hello, I need to create a button to add a note for account. But I did not find the url- address for adding notes Adding notes now look like a field on the account - how can I get it as a url for a new note or something similar? (in this case I would be able to open this url via openUrl method)
Email module is Zoho CRM: is there a way to work with email as an object in Deluge?
When I tryed to GetObjects Zoho informs me that this is not supported for emails. What the way to work with email as an object in Deluge? (can I organize "for each" for emails, get its attributes and so on)
How do you show / hide fields based on a group
Hi Could you please help I have some control fields that are used by admin staff to control a users permissions. Such as setting the type of user in the portal, business user, general user, etc. I cannot let the portal user see this information or edit it. I do need the admin logged in users to be able to change it. As field permissions only all "Everyone" or "Admin" (I would have loved this to be a user group - but I cannot find it) I am using a method of show and hide. I can turn on access for
URGENT - Export is including control characters - two requests and still not fixed.
Since about 14 December the report export to CSV has been showing up control characters such as "&" instead of "&". This si a major problem for us as we use export extensively, including every single day to export invoice data out of Creator and into Xero. Importing client names which suddenly have extra control characters, has the effect of creating a new Xero account, which is obviously very hazardous. I reported it in a live chat on 14th December and was told that it would be fixed immediately.I
parachute email
Is it possible to define a parachute email for the domain so all emails to the same domain will go into this address.
This Domain is not supported or is already registered with Zoho
Hi there. There was some weird glitch in Zoho: I signed in as usual, but Mail application required to re-tie my mobile phone number for some reason. The form refused to accept my phone number since it's already added, but kept asking to tie phone number to my account for security. I used my other number to sign in, but there were no domains, it's all was completely blank!! Now I can't setup mail for my domain again, since setup form says "This Domain is not supported or is already registered with
Domain setting wiped out, some weird bug
Several days ago I set up Zoho Mail to use with my domain with no problems but I'm experiencing wierd problems now. When I tried to sign in into Zoho Mail service, I was prompted to tie my phone number to account (again!). I procceeded with my backup phone, but now Zoho Mail doesn't seem to recognize my domain settings at all, it's all blank and I can't setup my domain since it's already registered with Zoho Mail. Any help would be appreciated.
Email Migration
I have verified that I am the valid GoDaddy user, but I can't get the emails I've created on zoho to migrate
Creating alias
can u help in fixing how to creating alias with my domain @4agriengg.gq
email for my domain
Hi, Ive been trying to create and email address: admin@devonwebs.co.uk but it tell me its already active or something. can you assist me please
no activity in mail box ..
Dear team, I have opted mail service of my domain... while entering the details of sign up I have entered admin@influxesolutions.com after that I have changed DNS record... deleted old one ...and verfiy CNAME with given zoho CNAME...and changed MX record i.e. mx.zoho.com (10) and mx2.zoho.com (20) after that add email section I have added support@influxesolutions.com ...now issue is 1. after login admin@influxesolutions.com it redirects to support@influxesolutions.com 2. I have created 02 more
Sales Opportunity - Different Line Items for Product Interested and Corresponding Quantity and Dollar Amount
Hi, I am new to Zoho and appreciate anyone can help with this question! If a potential customer is interested in buying 3 different products, for example, can I in Zoho Potentials have 3 line items for the sales rep to pick 3 different products as well as other corresponding columns/rows for the rep to fill quantity and dollar amount? How can I make this happen in Zoho? Which edition would Zoho be able to achieve this goal? Thanks, Product Interested Quantity Dollar Amount Product 1 USB 1000
how to delete primary e-mail adress?
there is a error while trying to delete my primary and second e-mail adresses. how can i delete both of them ? delete and edit funcitons are doesnt work
how to back mail setup ?
hello, i'm trying to setup my e-mail. while i try to configure my spf record then "back to setup" , system kick me out of setup screen then starts from beginning. how do i return my e mail options?
User created but not able to give access to all in "User Access"
I have created a user in my domain but not able to give All access in "User Access". Could some help on that. I have created user in past also but this is first time am facing this issue.
Unable to Receive Email
Hi My email sridhar@aavspl.in Outgoing and incoming is disabled due to mail box full How to reactivate this. Regards
Android Creator app login
I am having trouble signing in on my mobile phone – I am new here and this is the first time I am trying this. I am set up on Creator on my desktop and built the first demo. I am trying to sign in with my phone# which is on file, and the correct password. I can sign ok to my computer but not to the phone. This phone number is on my profile – I am entering just the 11 digits phone# exactly as it shows in the profile, tried all combinations with and without the (+1) that is on front of it.
Problens send email
Hello! I'm having trouble sending emails to some domains, I've made all the settings and am getting the following error:
Unable to receive emails
Hi, Recently created an email account using my domain (asia-cap.com) with godaddy.com. I am able to send email but am not receiving any emails. Have done the correct changes in MX records & also sent you an email on your support email ID. (BTW, is there any .DOT to be given after mx.zoho.com.?) Can you please review my account and advise the cause and/or correct the problem? Thanks!
consigo envir email pelo zoho mas não recebo nenhum!
Já configurei o Mx no Enom apontando para os 3 serviços mx.zoho.com. ; mx2.zoho.com. ; mx3.zoho.com. mas nada de receber, já deletei os antigos Mx e nada tb, o email é: mercadolitoral@opontolc.com
Added emails not working
Our main login email is working fine both in and out but our added emails under the same domain name are not. We are getting an error when sending to the email address of Reporting-MTA: dns;COL004-OMC2S6.hotmail.com Received-From-MTA: dns;NAM02-CY1-obe.outbound.protection.outlook.com Arrival-Date: Wed, 14 Dec 2016 14:14:32 -0800 Final-Recipient: rfc822;alex@goodextrading.co.nz Action: failed Status: 5.1.1 Diagnostic-Code: smtp;550 5.1.1 <alex@goodextrading.co.nz> User unknown We are getting this
No puedo recibir correos pero si enviar desde mi cuenta de mail
No puedo recibir correos pero si enviar desde mi cuenta de mail, chequeo desde http://mxtoolbox.com/ y parece que funciona, pero sigo sin recibir mails podrían ayudarme?
Not receiving emails
Hello & Good evening I have checked all DNS records and verified multiple times as per Zoho configuration sheet. All are same as recommended by Zoho. Inspite of that I am not able to receive emails (even a test mail from my yahoo account) where as mail sent is working fine. Request you to kindly help to resolve soon already i have spent 2 days. Thanks.
Notification emails going into Junk Email
I set up an automatic email notification every time we upload new potentials. While the email process is working, the emails go directly into our sales reps' Junk Email box. Our IT department has white listed everything from "@notifications.zohocrm.com", but the email isn't trying to say it's coming from Zoho, it's trying to say it is coming from us. With the issues we have of people claiming to have our email addresses when they are not part of our organization, we are very strict as to say that
Client Authnication failure with Incoming POP server
I have tried many times, checked and rechecked my password/username, tried various ports, tried various SSL/TLS settings. but pop.zoho.com just will not authenticate in my email client. Outgoing smtp works fine. Pop is enabled in my Zoho account. I am using Incoming: pop.zoho.com Port: 995 Security Implicit TLS/SSL password/username = same as my Super Admin login Can you help?
Will pop3 retieve external email through a client?
When I use Zoho mail through a Windows client (Pop3) will I be able to read my external email accounts that I have connected to Zoho through POP? I know the IMAP protocol cannot do this. Just wondering about POP. I want to use Zoho in my client to retrieve mail from gmail over VPN. Google hates VPN and will not allow client access while I am using it. Thanks a lot.
Loss of emails?
Hello I've just moved our business of around 10 emails over to zoho and we're noticing that some emails around the office are getting lost. Our domain : http://bradburyoutreach.com All was fine up until today where emails have been arriving considerably late (1/2am in the morning when we close at 5pm) or not simply arriving at all. I've checked spam, I've gone into control panel and looked for any emails that need retrying, but no emails were there. Any help on this issue?
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