How do I use get a zoho crm module report or view to display on a member portal page
Trying to create a member portal page which will display real-time data view from the Zoho CRM modules. As an example, to list a report/query of individuals or companies fitting a certain criteria like "active member" and display on the webpage like a directory.
Filter changes (priority and others)
Hi, I use the priority field to filter some tasks but I'm not using them as proper priorities. Is there a way to filter by custom tags? Is there a way to change the names of "High, Medium, Low" so that it shows other things? Thanks
This Operation has been restricted. Please contact support@zohomail.com for further details
Hi I can not verify my domain. Can you enable my verification? weheartbrussels.com Also, I tried other domains that I need to verify, and it gives an error. Can you please enable the feature? I need to verify more domains. Thank you
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Dear Zoho Team, Please unblock my zohomail account. I can't send and receive an email since Saturday. Need your help. here's my account: sales2@multimindenterprise.com I'd really appreciate it. Thank you all! More power to your Team! Best regards, Ralph Anthony
trying to sync contacts but says name is in use
Every time I try to sync contacts it give me this message... but that is the email I use to log in
New emails not notified in Outlook 2016
Hi, I have about 20 email accounts in my organization. All emails has the following problem, New emails not shown in inbox. Its will show after i click some random folders in my mailbox then inbox. Send and receive freezes for some time ,then i have to close and reopen the outlook to get it work. If i got a mail in inbox, In mobile i get that mail instantly, in outlook it takes 5 min. Can you advise me whats really wrong here ?
Acticated 2 factor authentication, My email client thunderbird does not work.
Hi, I have activated 2-factor authentication in my email id. Now my email client thunderbird does not work. How can I access my emails through thunderbird with 2-factor authentication Naresh
Data Structure Fixing
Hello, My company is using Zoho CRM in the last couple of years, when the flow we're originally designed, some really important demands regarding field formatting were missing, and now when we have more than 50k leads&contacts it seems too late to do it by hand (-: What I'm looking to achieve: 1. Phone number normalization - Since I already took care of all traffic sources landing pages to making sure phone normalization works on client side and from now on we'll get all the numbers the way we
How to Convert Emails to Tasks or Event or Calls
Hi I just found out that bcc, outlook plugin and imap all don't keep the emails in zoho crm if I i delete them from the email system. I need it to keep email system size small. How can I automatically convert the emails in zoho crm into tasks or events or calls. I figured this will keep the emails in the system even if I delete them from my email company. Does anyone know how to convert emails into tasks, events, calls, cases anything to keep it in the crm system. Thanks!
Profile Picture not showing in CRM iOS
I have a profile picture setup on my CRM account, and it displays in the web version. However, in the iOS version, it shows as the generic "head" icon (those users without a profile picture show up as their initials). The picture I uploaded was 450x450px. Is this something I've done incorrectly, or is it a known limitation?
Deactivating Migrated Users
I recently migrated users to our Zoho CRM Plus account. It was my intention that not all users included in the migration were going to be considered "active". The users that should be active & have received an invite have indicated that they did not. When I attempt locate and select the resend invite option via the Zoho admin panel it has randomly assigned users from the migration as "active" when in fact the users, not allowing me to deactivate and activate the correct users. How do I classify the
Web form to give ID and password to the customer
Hello, I would like to create a webform on my website with Zoho CRM. This webform will be for customer to ask their connection information to our software. Will it be possible to create a form and to send each time, each ID and passeword for our customers? Regards,
Can you create different sales stage for different deal types?
We have multiple business units following unique sales process, can we have unique sales stages for each of these business units
Support Integration with Books
Are there any plans to integrate the tickets and/or timesheets from Support into Books for billing? We bill support by the ticket or hours and that would be needed to totally integrate our usage of Support and Books. Thanks. Bruce Letterle Creative Web Technologies
Zoho sites and zoho mail dns conflict
Hi, How can i configure my dns records to support zoho sites and zoho mail for my domain? zoho sites required 2 records: 1. (cname) mydomain.com >> www.maydomain.com 2. (cname) www.maydomain.com >> zhs.zohosites.com And zoho mail required the following 2 records: 3. (mx 10) mydomain.com >> mx.zoho.com 4. (mx 20) mydomain.com >> mx2.zoho.com The first record and the third / forth records are conflicting!! Is there a solution for that using only (A, CNAME, MX) records? Thanks.
How do I add Google Adsense?
I can't find what function I must use when I add Google Adsense code. Google Adsense code begin with <Script....>. Then I guess this is a script. And I found it says "Script is not allowed" in FAQ. Then I tried to use "Embed". At fiest I used Enbed HTML. But a message " Code contains vulnerability. So you can try this in code snippet." appeared. Then I used "Code Snippet". But Google AD doesn't show. Is my procedure is correct? Regards,
Customize the slideshow to suit your audience - Zoho Show.
Let's say you have a huge presentation to deliver to the board members of your company. And the following week you have to present portions of the whole presentation to different departments, such as sales, HR, and product heads. What do you do now? Copy-paste to create several individual presentations or delete unwanted slides from the original presentation? All of this could be laborious and time-consuming. Instead, choose to do this. Create a Custom Slideshow on Zoho Show. With the custom slideshow
Font size not increasing
Unable to increase the font size beyond 36pt when creating the content for a campaign - why is that so??
Renew Domain
Can't renew my domain after expiry. Please help me.
Mail Box disabled. Need mail unblocked asap.
I just received an email stating my account was blocked for the following reason: Reason for the block : Mail Box disabled. Mail Fetch has also been disabled for any active POP accounts. I haven't sent more than a handful of emails to single recipients over the weekend, so I am at a loss. Please unblock asap as I need full access to email for the coming work week. Thanks in advance.
how do I update Contact information inside a Custom Function?
Currently, I have a created a Button that calls a Custom Function which passes the Contact Shipping Address information to an API for verification. This works fine: API is called, updateRecord is called to change the Contact, and Message Content popup displays a "verified" message on the Contact edit page. However, I want to change the address information on the actual Edit (or Create) page. How can I do this inside a Custom Function? Unfortunately, the parameters to the Custom Function are only
not able to send or receive mails.
Hi, I am using zoho with deepshankaryadav.net domain and I am not able to send or receive any email and even mails box sync is not working.
Redesign
All the seperate ideas in this forum are great - but I am bold today and suggest a complete re-design of Projects - like CRM or DESK experienced this year. In our opinion, the UI is 2010. Some settings here, some there... no tags I could search for. Totally out of date. If ZOHO would do the same good work they did on CRM and DESK for POROJECTS as well, it would be all we need. With all the nice features that came with it for the other modules: tags, search, all related stuff in one page, etc. Every
How to remove 2nd navigation panel in mobile view?
When I poublish mobile version of my webpage I always getting this page name word and white dots on the bottom of true navigation panel. I hope you understand me, if not I will attach a screenshot. Hope you will help me as soon as possible. Thank you. PS: I was able to change color of the font but I cannot find a way to remove it for good.
how to register domain
hi i am trying to register to new domain name but not finding any option to create it kindly guide me
I have a problem with my email
I have been using my mail for a while and I never have problems, but today I can not receive emails, I can send but not receive. Why does this happen ? Please I need help. thanks
* This domain name has already been taken. Choose another.
Hi, I have created 2 sites but when I deleted the first one, the domain still there. Therefore on the second site when I try to use the old domain it is say * This domain name has already been taken. Choose another. Could you release my domain so I could use it to the new one? Thanks
Can't publish website. Contact support problem.
Hello again. I don't mean to double post or spam, but I noticed the email I used when I made my first post is no longer active. Please disregard this message if the original will go to my newly changed email address. Can't publish (or delete!) my website - http://mmvideoarchive.zohosites.com - but the subdomain was accepted. Please help. Thanks!
Can't publish site. (Error publishing site. Please contact support)
Hello, I cannot publish my site. Please help and fix the problem ASAP. Thank you. mmvideoarchive.zohosites.com
How to make my domain work without "www."
(Previous post on the subject was resolved by Zoho internally.) Same issue with my new Zoho website. I find only one A Record so that does not appear to be the issue. Txs www.primarywatertechnologies.com (working) primarywatertechnologies.com (not working)
Table of Contents
Hi, I have created table of contents along with the details. For eg point 1 is client overview in page 2. I can go there by clicking on go to heading. Now I want to directly come back to Table of contents instead of scrolling all the pages. How is that possible. 1 or 2 pages is ok, but if we have many pages, this activity will be very useful to scroll forward and backward. Regards, Narasimha.
Wrong page in Google Search
Hi, I have six pages on my website. I need the 1st one to appear in google search (https://www.andrii-parkhomenko.net/), however, the last one only appears there (Contact). How can I switch it to the main page? Thank you.
Logo as an image
Hi, I put my photo as a logo of my personal site. However, while searching, the picture never appears in Google Search -> Images, even if I scroll all the way down. Is there any solution? As I said, it is my personal site, so it would be very helpful if people who search me see my picture in results for their search. Is there any solution? Thank you.
Strange error
Hi, I'm trying to register a domain but this is showing an error (see in the attached image) that I do not understand what I should do to correct, I've already changed all the parameters, but still the error appears. How to solve? Regards, Edjames Oliveira
403 redirect to home
Hello, I have mapped an old domain to zoho crm and now many old pages are giving an error (403 error) because they do not exist anymore. I would like to redirect these pages to the home, is possible in some way to redirect 403 error to the home? Thank you
403 redirect to home (or elsewhere)
Good morning, I have mapped an old domain to your great cms. I wonder if it is possible to redirect all the old URLs (now not more working) to the home page. So, pratically, I would like to know if it is possible to redirect all 403 errors to home page: is it possible? Thank you
Duplicate emails
How can I stop getting duplicate emails on my cell phone? It doesn't happen on my laptop, just my cell phone. Help!
Slideshow and Contact form are showing as blank spaces on pages
Hi, I am unable to see any slideshow or contact form on my webpage, which I am able to see in Edit site window. Once I publish, they automatically disappear. Kindly help. I enabled the Enable debug access and my url is: http://cloud99hosting.in/ Regards, Sridhar
Menu on Android Smart Phone Web Browser
Sir, When menu button is touched, it overlaps on the contents of the webpage and is not displayed properly, in smart phone's web browser (both Chrome and UC Browser).
ERROR WHILE PUBLISHING WEBSITE
I AM TRYING TO PUBLISH MY WEBSITE. BUT I AM GETTING AN ERROR MESSAGE THAT ''ERROR OCCUR WHILE PUBLISHING''..PLEASE I NEED HELP ON THIS, I NEED TO PUBLISH MY SITE AS URGENTLY.. THANK YOU
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