Issues facing on Zoho CRM 2016.... Please help
Hi All, In our CRM we are facing several issues after moving in to Zoho CRM 2016. Main issue we found that, in our system we are using several custom made buttons. But now any of these buttons are not working. All these buttons are now appearing as dropdown menu. Another thing is it is not passing any parameter to custom functions. Always we are getting a value of "1". This is happening only Zoho CRM 2016 version. In older version everything was working perfect. But today we found that our older
Creating campaign
Hello, I need to create campaign using zoho api from my website. I found document here https://www.zoho.com/campaigns/help/api/create-campaign.html. I use the json request. https://campaigns.zoho.com/api/json/createcampaign?authtoken=[API Authentication Token]&scope=CampaignsAPI&version=1&resfmt=[XML/JSON]&campaigninfo={"campaignname":"Sample","subject":"Sample"} It create a campaign. But it create campaign only with name and subject. It does not provide all parameters to select template, add content
Are there any gamification plug-ins for ZohoCRM?
Someone on our management team was reading about the gamification of CRM's. We are having a tough time getting our sales team to log all of their activity in Zoho and he was thinking something like this might meet our needs. I looked at the Bunchball and Badgeville websites, but I don't see any mention of ZohoCRM compatibility. Does anyone know of a gamification platform which ties in with ZohoCRM? Thanks...
How can I setup different Lead Layouts that are updated automatically based on the Lead status
Hi there! I need your help with the following setup task: I would like to setup a set of different Lead Layouts including different amount of mandatory fields per status (the hotter the Lead the more mandatory fields are required to be inputted by the user). The workflow action should be linked to the Lead status. By selecting a specific Lead Status, the system should automatically load the designated layout. I have been trying to find an answer to this through youtube or other sources and hope you
Thunderbird failed to find settings for email account
Why does Zoho have this problem? EVERY other email provider loads smoothly into Thunderbird. I have tried both pop and imap. Yes, they are both enabled in settings. All my settings are correct.
Crashlytics Integration
Mobile apps have hijacked our day-to-day life. It's no surprise that most businesses now use apps to reach their clients. However, apps don't always function the way we would like them to. When an application crashes it dents the user experience. Development teams need to track these crashes and rectify them quickly. Zoho Projects now integrates with Crashlytics to help file your crashes as bugs and see them through to their resolution. Premium and Enterprise Plan users can set up service hooks
Assistance completing our Zoho integration....
We are a Denver/Singapore based luxury destination club startup. We are looking for someone to help us complete our Zoho integration. We have the basics done, but need help customizing and also someone who can provide us ongoing support over the next few months. We are a very tech savvy company, but do not have the bandwidth to get our website ready for launch and setup Zoho. We would welcome the opportunity to speak with someone about possible consulting work.
when zoho books have the possibility of having more than one date of payment or collection of bills?
for example, a customer pays half of an invoice dated 30 bill and the other half to 60 days. Also, purchases, pay the provider in the same way
Account Id and Contact Id Diffrent in CRM and Support . What is the Diff between a case generated in crm and ticket genrated in support
My zoho CRM and support are integrated but when Accounts are extracted through api Same accounts have diffrent ID's . What is the diff b/w ticket in support and case in CRM
E-mail Signup for domain engkw.com
Dear Support, I'm trying to signup for your e-mail service for the domain engkw.com which I just registered two days ago and I got the error message: "This Domain is not supported or is already registered with Zoho" I changed the MX records to your servers for my domain as per the screenshots in the e-mail I sent to support@zoho.com Waiting for your feedback. Thanks and Best Regards, Mohammed
Email address blocked
Hi There, My email address Paul.odonnell@lumoselectrical.com is blocked due to exceeding limit. I have deleted emails to reduce space however still showing blocked. Please can you unblock. Thanks
Fixing and API error
I'm submitting a Wufoo form via the API and I am getting this in the zohoResponse.log file. The mandatory field is the 'RMA - Customer Name' which is hardcoded into the PHP file and it appears to be passed. Any ideas why it still throws the 4401 error? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Campaigns/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response> <Campaigns><row
Unable to send e-mails
Unable to deliver message to . Error message: 550 5.4.6 Mail rate exceeded limit User; mailer@fulfillmentlab.com
integrate books with online store
I'm looking for a solution that easily integrates an online store with an online accounting solution. I'm currently using Quickbooks Online and have just opened a woocommerce store with a couple of products. I know there is a way to integrate QBO and woocommerce, but before I get much further into this, I'm wondering if ZOHO offers a cleaner, integrated solution. I could see it browing through the ZOHO site, so I thought I'd post this. Has anyone done this purely within ZOHO, i.e. create an online
Get Records with future closing date
Hi guys I am getting the list of Potentials using Zoho CRM api. The problem is that the list has a lot of records(>1000) and I do not want all of them since most of them are old and closed. I want to filter based on a field "Closing Date" in "yyyy-mm-dd" format, all records whose "Closing Date" is not passed meaning they are still active. I could only find filters with that date(Exp. &criteria=(Closing Date=yyyy-mm-dd) ) but not before/after that date. Below is the link I am using but does not
Mail Outgoing blocked. Reason :Mail rate exceeded limit
Please unblock the email tamer@klujo.com Thank you
Default view is Old Version. How to Switch to new one?
Cant seem to find the pop up that other users has, any other way to do it?
I would like to format an inventory template
I am creating a proposal pack which includes a mail merge from one module, email templates from another and an inventory template from the quote module. The inventory template is causing me issues as I want to manipulate the data from the quote into the same styling as the other pages. Is there away of extracting the data that comes from the products selection into my own format. I've tried everything, including replicating the field values that the current quote template shows. I would appreciate
Help with custom template
I am looking for some help with the design of custom templates. I am creating, via Zoho CRM a tender doc. This includes a mail merge template from the potentials module, an email template from a customised module and an inventory template from the quote module. Everything is working fine except the inventory template - I want to manipulate the presentation to match the other two templates but, I cannot extract the information other than having the table which looks like an invoice, in the middle.
Can't verify my domain
Hi, I can't verify my domain datacommunication.co.nz Could you please help me with that? Cheers Martin
A Few Items | New Interface | Comments | Assigning Tasks
Hello Zoho Team, In the new version (GUI) how can we keep the "Private" comments in a single area or to remain at the TOP of the thread at all times? In the old version "Comments" had it's own tab. Now the user has to scroll and hunt for comments... I'm I looking in the wrong place? Comments need to be efficient to locate, we should not have to hunt for them. Assigning Task. Can we assign tasks to another Agent from one department to another? Example: Department A requires a task done by Department
CONTACTS - VENDOR / CUSTOMER - REGISTRATION
Hi we are able to add address and other details of customer / vendor in contacts.....however there is no provision to enter the vat no, service tax no, pan no of customer / vendor. Please help on this
upgrade
ho can i upgrade so i can send more emails.
i cant verify my domain
Hi. i cant verify my domains compraentuxtla.com.mx arquitodoshop.com.mx DNS is OK HTML is Ok http://compraentuxtla.com.mx/zohoverify/verifyforzoho.html http://arquitodoshop.com.mx/zohoverify/verifyforzoho.html Please help me
Reassigning New Activities Tasks to Current View
Hello. Is there a way I can assign new tasks to a current view under Activites? What I'd like to do is have our sales people callback those they previously called but only got voicemail. The original activities were assigned from the leads view, but I don't think I'd be able to assign them new tasks again using the same criteria as the list will also include those they've also talked to. I'm not sure how I could isolate only those they called but got voicemail because they're all listed as done/completed
Dont received a lot of emails
Hi guys, Sometimes , my clients sent emails to me , and i dont received , they sent email to another account like gmail and i received in my account gmail , But in zoho i dont received .. There is something wrong in domain zoho can you check this thing for mee plz ? Thank Vinicius
Getting unable to connect to messaging server
Getting this error today (9/5/2016). I didn't see an actual fix in the previous discussions. Could someone help?
Deleting tasks
How do I delete a task that is no longer relevant. It is not completed, it never happened.
Enquiry Stats not showing
Hi I've noticed that for campaigns sent out using Zoho Campaigns it does not give you the enquiry stats overview in the campaigns module of Zoho CRM. For campaigns not linked to Zoho Campaigns, you get a very helpful stats section that automatically gives you a total of how many enquiries and how much revenue are attributed to that campaign. This is very useful when I'm looking to report on the performance of my campaigns. However, if a campaign has been sent out using Zoho Campaigns, Zoho CRM only
Unable to receive email after adding MX records
Hello Support, I have created Zoho Email for new domain. Followed all the steps but still able to receive email. Although i added few hours ago (how long do it takes to propagate the changes ) domain : artfriend.net http://network-tools.com/default.asp?prog=dnsrec&host=artfriend.net Please let me know how i can resolve this issue .
Zoho Docs Embed Views limit
Hello, If I embed a zoho docin my blog... Do I have any views limit or trasfer limit? Thanks!
Domain Verification
Can I only get help through this forum? Two emails sent to support@zohomail.com both been ignored. I have just signed up for a hosted email account with yourselves however have been unable to verify the account. I have tried CNAME, TXT and HTML with no avail each time comes back with verification failed. This has been left for over 24 hours for DNS to propagate. When trying to go back into the domain verification I continue to get this error. Also when trying to create a user account I get this
Motivo:554 5.1.8 Dirección del remitente bloqueada
Could you help me with this issue please? Thank you very much, Motivo:554 5.1.8 Dirección del remitente bloqueada
Domain bought from Zoho
I bought domain from Zoho few days ago, so it's supposed no need to 'add /verify domain' anymore. But i can't find the domain in my control panel. How to check? If i sent email to that email address with that domain i bought, it's failed with message 'No MX or A records for.......'. Please help.
Mails bouncing
Dear Sir, Please check below mail and advise why return back this mail. Thanks, With best regards, neeraj -----Original Message----- From: mailer-daemon@mail.zoho.com [mailto:mailer-daemon@mail.zoho.com] Sent: Friday, September 30, 2016 12:45 PM To: sales@jamilaarts.com Subject: Undelivered Mail Returned to Sender 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. b...................
Creating a task for a consultant not in zoho
As an architect, I often need to prepare drawings or documents for other consultants to then do their work. While they are working, our team is waiting for them, but their lead time is an important item in the schedule to see. I would like to be able to schedule this into the project as an item we are waiting for without needing to invite that consultant to zoho projects. Then the item shows up in the calendar and on the gantt chart and we can add dependencies to it. What's the best way to do
List of IP Addresses Used by Zoho Mail within the CRM and also the New UI of Zoho Mail?
I show the IP address as 216.32.180.114. Is this correct and is this the only one being used? Thank you. Kelly
Unable to Login with Gmail Account on Zoho Social iOS App
Hello, I'm unable to login in Zoho Social iOS app using Gmail account. No option coming on bottom similar to what comes in Zoho CRM\People. Rgds, RK
unable to unblock email account
Our user email address linda.davis@hiealbany.com was blocked for being over limit. The user has deleted emails and is now well below the limit but we cannot unblock the email. Can you please unblock asap. Thanks.
Verification Email
Dear Zoho! After adding a secondary email, Zoho sends a successful verification e-mail to the created secondary email. So far so good. Let say the secondary email created is info@xyz.com. Zoho successfully sends a verification email. Once logging into Zoho with the credentials of the secondary email, Zoho says that the email is not verified. My question is from where and how can I check the verification email since Zoho does not allow me log in. If anyone could help.....
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