Simple Function for Custom Action request
I'm trying to improve the workflow for my company by limiting clicks to update records. I'd like to have a simple Custom Action button that updates one of the fields of the specific records. The goal is that when in the report view to click a custom action button labeled "closed" to change the "status" field from "open" or "scheduled" to "closed" inside of that record. I'm sure I'm missing something silly, but I appreciate any help.
My Website Emails are not being received by the group
My Website mycountrytown.com does not send emails to support@mycountrytown.com When I try with another email service they work so it must be being bounced at the server. I have added the SPF record as described in another call and still nothing. Thanks
Resume from Cloud Services
We have noticed that since we integrated into Zoho, that our mobile applicants have dropped due to the inability to not upload their resume via a cloud service. This would be a great feature to add!
Filter a lookup in a subform with a field in the main form
Hello, i have a Main Form with a Text field. Under i have a subform with a lookup on another form. How can i create a filter on the lookup with MyLookup.MysubField CONTAINS Mainform.TextField ? is it possible ? thanks you
Não estou recebendo ou enviando email
As demais contas do domínio estão ok. Mas a conta contato@coollabore.com.br não está enviado ou recebendo email! E a mensagem de erro é essa: Não foi possível enviar a mensagem;Razão:554 5.1.8 Endereço do remetente bloqueado Aguardo liberação.
Not able to receive emails on Zoho despite MX config
Hi Guys, I have a domain westspark.com on go Daddy. I have configured the zoho email as directed in the instructions. I have even added the MX records, CNAME records in go Daddy under domain management. It has been more than 24 hours as well. I am able to send emails from Zoho to any email id, but not able to receive any emails to Zoho email id. Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain westspark.com by smtp.secureserver.net.
resume preview anywhere a candidate list is shown
Hi, I love the resume preview in the search candidate view, but I can't seem to find it in other places. Specifically, I'd love to quickly preview my candidates within job pipelines. I also would like to preview candidates sometimes without needing to conduct a search.
language support information
It is not clear what UI languages supported by Zoho Projects. Hilight this in FAQ &/or Start Guide. I need info about russian language for UI.
Mail Forwarding issue
Hi, i defined mail forwarding in the control panel, but it doesn't forward my emails, not even after 20 minutes. please assist, thanks, yuval.
Unable to customize header content in zoho invoice
Hi I am unable to customize header content in templates( zoho invoice). If i am trying to insert placeholder, its showing hyperlinks. Please help. Regards, Vivek
Unable to send message;Reason:550 5.4.6 Mail rate exceeded limit
This has been going on since early morning CET, I can not send any email due to "Mail rate exceed limit". You must unblock this immediately, from european@hockeyclubs.eu URGENT!!!! You are sending "unblock" messages but they don't help!!!!!
Contact from invoice are not synced to zoho crm
Hello I cant find a way to sync invoice contact and operation to zoho crm ... link is created and well configurated . But in fact , contact and operation not apperas in zoho crm . have an idea ? im a on the free plan , maybe its for that ? Plz help Best regards
Retrieve field from other table
I have a contracts table with ContractName and ContractRate. I have a lookup field the in the Potentials table to select ContractName and store with the Potential I would like to have the ContractRate field pulled into the Potential so I can use it to calculate a total (Potential Amount X ContractRate). Any ideas?
Delete a personal Zoho Acct
G'day, All I want is to delete my personal zoho account. How do I go about doing this? Anyone? Thanks.
How to restrict a user from deleting a Lead/Contact record in Zoho CRM if he/she is not the Owner of that record?
Hi, I am working on a project in which there are many user profiles, Let say 5 users. One of them is super-admin and others are Director, Sales Representative Outside etc. Each user can create and delete Leads, Contacts, Accounts records and known as Owner of those records. Now I want to make restriction on users, so that Only Owner of a record can delete record, Other user should not allowed to delete record if they are not the Owner of that record. How can I do this? Any help will be appreciated.
Allow Do On Dates without Start Dates
I would like the ability to add a due on date without a start date. It would also be nice if, there is a duration set and you select the due date it would automatically set the start date.
How to show only hours and minutes of a date-time field in an alert box
Hello, I have a form with a date-time field. When I click the 'Preview Mode' (see the image), an alert box loads a preview mode of a submit view As you can see when I have in the time field the format 'hh:mm:ss' it works fine But when I change it to "hh:mm" then it shows me "00:00:00" Image 2 The deluge which I am using in order to load this value is input.Date_Time.toTime() Is there any way to solve this issue?
Sharing a mailbox?
Hello, Is there anyway to create a shared mailbox and then individual users can reply to email that are sent to this shared email address? For example I'd like to have info@domain.com email address to be shared by user1@domain.com and user2@domain.com When one of the users reply to an email that was sent to info email address then the other user should be able to see that another user is already typing a reply or already sent a reply for this email (that was sent to info email address). Is this
Urgent Help Need to simplify Formula
Hi guys Can anyone help me with reducing the number of characters in this formula for use in Formula Fields in CRM package. Currenlty Exceeds the 5000 character limit by some 325 characters. Next problem is the final code will need to be three times this. Unless of course there is a way where we can create a formula where the results of Formula Fields can be added/multiply/subtract and divide each other to achieve a final figure. ((If(Contains(${WEB Single Trip Travel.Europe Number of Days},'5'),35,
Before i can enter my mail it ask's for my mobile number & password?
Hi, Before i can enter my mail, it ask's for my mobile number and password? I tried the password for my google account, and it is from that account i have signup to Zoho, but that will not work. I do actually have no idea of which password there is referring too here. Anybody knows what password it is asking for?
can not send email to sales@keentop.com.hk
We can not send email to this email address - sales@keentop.com.hk, Is it blocked / blacklist by system ? We received the auto message as below when sent out - This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. sales@keentop.com.hk, ERROR_CODE :500, ERROR_CODE :5.5.1 Command unrecognized: "" Received:from mail.zoho.com by mx.zohomail.com with SMTP id 1478161369515211.9331461213909;
responsecode 421, 4.7.0 temporarily deferred
Hi, We are getting a warning mail from mailer-daemon@mail.zoho.com. We are trying to send mail to geetha@design-infinity.com. Please check the issue. Here are the details: From: mailer-daemon@mail.zoho.com Sent: Thursday, November 10, 2016 09:24 To: vd@jbbsgroup.com Subject: Mail Delivery Status Notification (Delay) 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 Wed, 09 Nov
Szymon Szemberg european@hockeyclubs.eu
For the first time I can not send emails to my groups, I constantly get message: Reason: 550 5.4.6. Mail rate exceeded limit. This must be unblocked immediately. Can I unblock this myself? Please advise. Reason:550 5.4.6 Mail rate exceeded limit
Use Merge Field for Subject Line of Email?
Can I use a mail merge field in the subject line of my email template? Thanks! Megan
Not receiving incoming mails
When tried to send the zohomail from gmail, got following: "Delivery to the following recipient failed permanently: vasu@ngenadvisors.com Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain ngenadvisors.com by smtp.secureserver.net. [68.178.213.203]. The error that the other server returned was: 550 5.1.1 <vasu@ngenadvisors.com> Recipient not found. <http://x.co/irbounce> ----- Original message ----- DKIM-Signature:
Custom Module - Auto populate Name field and Mail Merge Questions
Hi, We are an education company that licenses curriculum to schools. We use Accounts, Potentials and a custom module called 'Courses' Typically, we will have 1 Account -> 1 Potential -> Multiple Courses I need help with the following: - When we add 'Courses' from 'Potentials', I'd like the required 'Name' field to be a picklist. If this is not possible, I'd like it to auto populate to a generic value like 'View' since I will add a another picklist field for our sales team to pick what course they
How to make "mail merge template" using custom forms and their merge fields.
mail merge template includes only the crm data like accounts ,contacts, potentials.etc But i am required to have the custom forms while creating the mail merge template. Is there a way to do this or any suggestion.
All of my outgoing recurrent emails are getting this error: Bounced email with ResponseCode 421 (Read timed out)
hi. since last week all of my scheduled and recurrent emails arent getting send out. and they bounce back with this error: Bounced email with ResponseCode 421 (Read timed out) what can i do? please help! tanks
GST/HST
Hi, I'm using Zoho Books for the first time and I have a GST/HST refund from the previous tax year. I'm not sure how to record this? Any advice welcome Thanks Steve
How to edit sales to correctly categorize them by sub-category
When I run my P&L, it doesn't correctly break down the sales per sales category. One of our biggest customers is Anthropologie, but on the P&L, their sales figures are simply listed as "sales", even though we've created sub-catergories of sales, such as "small wholesale" and "Etsy sales". One of those sub-categories is Anthropolgie sales, but again, on the P&L, it still lists those as "sales" rather than "Anthropologie Sales". How can I correct this?
Mail Merge
Hi, Is it possible to do a mail merge in Writer? If so, could you tell me how/where the guidance is? Alternatively, is it possible to achieve the same effect in Sheet? I want to produce some "Trivial Pursuit" style question and answer cards. I know how to do this via mail merge in Word, but need access from various computers, hence my visit to Zoho. Many thanks P B Mackem
Problem with embedded check out page in WP website
Hi, I am getting a following error message when I try to embed a check out page in my website www.techfables.com. I am a certified creator developer and I faced this problem when I am developing requirements for my customer. I am the administrator for the ZOHO Subscription account. Please help ASAP. A screen shot is attached. Thanks, Milind
How do I start a campaign, what are alll the uses of a campaign? How do I build an email list.
How do I start a campaign, what are alll the uses of a campaign? How do I build an email list.
other MX and receiving of reply messages
hi my custom domain was added as verified domain to zoho campaign if MX entries will show other domain, which is different from zoho campaign domains 1) will be sending (on zoho campaign servers) work well? 2) and can i receive reply messages from sended emails?
Zoho Reports
Hi, I am new to using Zoho reports and was wondering if there is a way of changing the Customer ID field and Sales Person ID from number to text? I need it to show the name of the company and the sales contact's name. Thanks Katie
New Version bug
I'm trying to prep for the new version that we will have to switch too next month, not sure i'm glad about being force to switch to the new version. I see we have a bug in our custom module. We have multiple custom buttons in one of our custom module. about 10 buttons with different automatic process. but with the new version we only see the first six buttons the others are not on screen. see screenshot of the open dialogue while I press the buttons...
Subject of email campaign starts with [TEST]
My campaign email's are being sent with the subject in the email as [TEST] and then my subject line - how do I stop this? Thanks,
Problem with goups and sending/receveing e-mails
Hello Since today we have a problem with our zoho mail account. On the administrator account the groups and the users we created are gone and we can`t send and recive e-mails. Anyone had the same problem? Plase help as soon as posible. Thank you. Ovidiu Nicolescu
cannot send mails to email addresses with particular domain
Hi, There is one email account that we cannot send mails to any of the email addresses created under smrosen.com,au domain name. Strange thing is all the other email accounts created under our account can send mails to smrosen.com.au without a problem. We checked there was no any blocking being added from the smrosen.com.au mail server too. We get this error every time we send the mails ------------------------------------ ============ Forwarded message ============ From :mailer-daemon@mail.zoho.com
Can't receive emails
Hi, I just opened an account. I can send emails but can't receive. I've reviewed the instructions re MX configuration and can't figure out what I've done wrong. Grateful if someone could help ASAP. Technical details of permanent failure: DNS Error: 124284296 DNS type 'mx' lookup of lareoneartisans.com responded with code NXDOMAIN Domain name not found: lareoneartisans.com
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