can adapt crm to reservations system?
hello, the crm use products but i need to use a services, for a travel agency. I can adapt it?
Filter by last activity?
I would like to be able to send a mass email taking in consideration any type of "last activity", meaning, if someone else has sent anything from the email templates I want to filter those and not send anything to them because it is repetitive.
'Save and new' tasks - auto link to existing contact
Hi Zoho, When editing a 'task' and choosing to 'save and new' it would be great if it could automatically link to the existing contact and account, rather than having to add manually.
Possible to hide custom field from layout?
Hi Zoho, I want to create a custom field for testing purposes only. After I test what I am trying to do -- remove picklist values, leaving the existing records intact , and testing in Reports to see that the old reports remain intact and only future reports would have the new values. (summarized in this earlier ticket). Anyway, I have had disastrous results in the past when deleting a field, and then the system deleted a bunch of queries and reports. I don't want to run that risk again. So, rather
Cant get Notes to Contact
Hey. I can not get out of Zoho Notes to Contact. Tell me how to correctly get them? I use this option: https://crm.zoho.com/crm/private/json/Notes/getRecords?authtoken=" . $token . "&scope=crmapi&newFormat=2&fromIndex=$from&toIndex=$to"
Java Mailing Error
Hey Friends, I am getting 553 response when i try sending a mail from my java code. below is my debug for the same, any help is appreciated. DEBUG: JavaMail version 1.5.4 DEBUG: successfully loaded resource: /META-INF/javamail.default.providers DEBUG: Tables of loaded providers DEBUG: Providers Listed By Class Name: {com.sun.mail.smtp.SMTPSSLTransport=javax.mail.Provider[TRANSPORT,smtps,com.sun.mail.smtp.SMTPSSLTransport,Oracle], com.sun.mail.smtp.SMTPTransport=javax.mail.Provider[TRANSPORT,smtp,com.sun.mail.smtp.SMTPTransport,Oracle],
Getfields method only gets field on first layout of new UI
Using https://crm.zoho.com/crm/private/json/Potentials/getFields?authtoken={{authtoken}}&scope={{scope}} should get me the available fields of a potential. I currently have the new UI enabled, giving me multiple layouts for a potential record. Some fields are availabe on both layouts, some only on one. If I perform the getfields call, I only get the fields on the first layout. I performing a API call insertRecord to a potential, I can also only fill those fields available on the first layout. Not
Incorret Field Name in the French Version of the Prospects page
Hello, I notice an incorrect field name in the french version of the prospect page... Please correct the filed name title by firstname and fisrtname with Title Thanks
Avoid "Re:" and "Fwd" in email subject when sending via SMTP
Hi, I'm new and trying Zoho Mail. I manage Zoho emails via Gmail, using the Zoho smtp to send emails. When I do that "Re:" or "Fwd" are added to the subject of the emails I answer or forward. How do I avoid that? I'd like to keep the subject untouched. Thanks a lot for your help!
Emai and Events
Hello, We are avid fans of ZOHO. The base CRM functions are excellent. The integration with BOOKS is now fantastic. That said: The Mail Client in ZohoCRM is substandard. The interface is horrible. The "mail magnet" doesnt really work. You really need to press the refresh button on the browser a few times. You have a mail client already that is much better...why isn't it integrated into CRM? Why are there multiple calendars in the system? Why Why Why The Event System is Broken. Clients receive
Delete Zoho's Account
Hi Admin, My name is Steve, i have used Zoho for 1 week and my leader have just create new account for me on Zoho My new email account is: tan.vo+zoho@sparkxlab.com But my company email is : tan.vo@sparkxlab.com I want to use my company email to sign in Zoho but Zoho inform me that this email already exist Please help to delete my company email (tan.vo@sparkxlab.com) in your system thanks so much
Standard Profile role users unable to see leads
I have assigned the default Standard Profile to some users. However, they don't get the access rights as defined. For instance, they can't see the LEAD list. What could be wrong?
Unhide a column in a view
Hello, how can we unhide a column in a view that was hidden by mistake (and report has been saved) Luis
Zoho integration with Elastix 2.4
Hello, First question I cant find PhoneBridge app in the other apps section where I can find it?. The second question are we able to integrate Zoho with Elastix 2.4? Thanks
All WAKA emails have been blocked by Zoho
Dear Administrator, I am a host of a hostel in Thailand and cannot receive any email from WAKA, which is an online travel agent, that can bring me customers from China. I have checked with WAKA guys to get some details below Email address: do-not-reply@globalmail.waka.life IPs: 166.78.69.245, 198.61.254.117 Email service provider: mailgun.org Thanks a lot! Charles
How do I assign Contacts to an Account?
NM
id columns have no value in task, calls, events ? I need id in these module table. it is very urgent
I am using Cdata zoho crm api and created system DSN by using auth. token , login id, password. i have linked all avilable tables to MS Access rdbms. but LU_ZOHOCRM_CALLS is not showing any value. all these is due to empty call id. I am attaching image of table. same problem is coming with tasks, events.
Mailbox blocked
I have having issue with my mail I am getting error: Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Please fix ASAP!!!
Delete one of my secondary email addresses
I am trying to delete the secondary email address contactus@rbamberjewelry.com. When I click delete, I receive the following message -- " Please contact your Organization administrator info@rbamberjewelry.com,to delete your email address." I am logged in as administrator info@rbamberjewelry.com, so I don't understand why I can't delete it? Help appreciated!
Please unblock my email ASAP
gopinath@sqindia.net is blocked and I have deleted files and its only 90% full.. I am unable to unblock in the control panel as it says its allowed only for paid users.. please unblock this email id asap Gopi
Mailbox locked
For the past week, Gmail has been unable to connect via POP3 with the following error: Authentication error. Server returned error "Mailbox locked." According to Zoho's documentation, this is due to multiple accounts attempting to access the same mailbox, which is not my problem. Gmail is the only thing accessing this account. I contacted customer service, who told me to change my password. I changed my password. Still not working. Customer service's response is to ask me to do a screen sharing session,
My Email Id has blocked
Dear Support Team, My email id has blocked from past 3 days, i would request you people to help me on the same. when i am trying to send new email, am getting this message, " Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked " My email id is "service@geesta.net"
Can't access TFA to generate application password
Hi guys, went to my accounts page, clicked security, there's no TFA for me to generate new application password anymore now MS Outlook can't login anymore i need to generate a new password, please help, couldn't find where to generate it anymore, despite reading the FAQ and following the instruction there's just no TFA settings available for me. It used to be in the My Accounts page but it's no longer there, there's only the security button, once i clicked in there's no TFA
hide a column in when pusblighing a report
Hi, I want to pusblish a report that has a column hidden. I can't find a way to hide a column in the options available when publishing a report. The reason is that the column is used to filter the report using deluge code but the user don't need to see this. thanks a lot. Luis
Pending Upgrade to CRM
I have several CRM tasks on hold pending the release of the imminent? CRM upgrade. Can anybody advise whether the upgrade will have an improved Back-up, and Restore, feature? Thanks
Looking to move from Google Apps- some questions
I've signed up for a Zoho Mail account and it definitely looks interesting. I have a few questions 1) I like the idea of streams, but how do I access streams on my iPhone or Android device? 2) Can the Mail Preview tab always stay open? Maybe focused on the top-most email if nothing is selected? 3) Is there a Slack like option for a company-wide chat? Can files be shared in chats?
Trouble with Email Authentication - DKIM Signature
According to Zoho, my domain is verified... But according to Mail-Tester.com, I do NOT have a valid DKIM signature. Please advise...
Account Disabled accidentaly, Please help
Hello to support. Today my account was disabled. I'm not making large mailings from my account. I just use it more to receive emails from services and other users. Also, this account is used just by me ans nobody other. So, this block (as I think is accidental). I suspect that it was blocked because of the next reason. Today after my weekend I received a lot of letters and in the morning I decided to clean them all by unsubscribing from unwanted mailing lists.. So I think that I overdone with it..
super admin username & password
Dear all, i dint know my super admin user name and password , how can i recover my super admin name and password? please help gm [at] rollistudfarm [ com]
Filter for email campaigns
I need to setup a filter for all returned, answered, auto reply, etc emails related to an email campaign to customers. How do I do that?
ical feed and view link
The instructions to create an iCal feed is to go to the report in live mode and click on Links. With the new interface the Links link does not show. Is there another place to get the formatted iCal feed?
Zoho CRM Campaigns - mass removal of members
Hi I've created a campaign and added a number of leads and contacts to it. However, I now want to remove a large percentage of these (as they should be linked to a different campaign). Is there a way to mass remove leads/contacts from a campaign? Thanks Judy
553 Relaying disallowed
I am trying to send email to my zoho mail account which i configured with my custom domain (not zoho.com) from another email account ie. yahoo.com.
Email suddenly stopped working (receiving)
email suddenly stopped receiving emails I can just send them and I don´t know what to do since everything used to be fine and working, can you please help me asap is a work email
How to convert Support agent to Customer portal user
Hello , As i need to convert 2 Support agents to customer portal user , Please help me doing this and Email id's are. khadeer.ismail@chimeratechnologies.com deepakd@chimeratechnologies.com Please help me out ASAP
Can't receive emails from zoho accounts
My email coordinator@gnhcc.org.au cannot receive emails from Zoho accounts. I can receive email from other email providers but not Zoho. What's the deal? Are you blocking emails to gnhcc.org???
Renabling Smart Filters
By mistake I sent my entire ZMNewsletter folder to the trash folder. I managed to recover it, but now the smart filter is not working i.e the emails tagged as Newsletter appear in my Inbox rather than the ZMNewsletter folder
Find events that contain contact ID - error 4832
Hi, I'm trying to search for events that have some contact id invited. I tried: https://crm.zoho.com/crm/private/xml/Events/getSearchRecordsByPDC?scope=crmapi&authtoken=AUTH_TOKEN&searchColumn=ContactID&searchValue=99999 returns error 4420 - Invalid Search Column.Check it now I also tried: https://crm.zoho.com/crm/private/xml/Events/searchRecords?scope=crmapi&authtoken=AUTH_TOKEN&criteria=(ContactID:99999) returns error: 4832 - API call cannot be completed as the Criteria parameter contains empty
Campaigns and custom view limit
Hiya, Campaigns is telling me this: The same custom view cannot be used multiple times for the Zoho CRM sync. Please use a different custom view. If you want to use the same custom view, contact us at support@zohocampaigns.com. But I don't think I am using the same custom view for another crm sync, i use different custom contact views for each sync i have. Can you help? Many Thanks Sarah
Some emails are not being received while others are
Over the past few week I have sent a few emails and received some replies back from some. 2 contacts called me today and said they sent reply emails to me. I cannot find any emails from the contacts in my inbox or in my spam and I am now wondering if these are the only contacts that sent mail and I have not received. Please help
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