Admins cannot see each others' sync details?!
Very frustrating that as an admin I cannot see the detail or edit syncs between CRM and Campaigns. After asking about this on a call, I was told the issue is trust and security. By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is a very bad UX to have to bother other users to change or alter syncs.
Anyone know how I can track attendance in Zoho CRM?
I'm trying to customize Zoho CRM to suite the needs of our students. It will work great to manage student data, but I'd like to do more. One idea is to track attendance for class. One thought is to use events but I can't figure out a way to view the data in a meaningful way. Basically, running a report to see what student attendance percentages were for the month based on student. Thoughts, ideas, suggestions?
My domain is verified - -I do not receive emails from third party domains.
I am having problems with my email services. I do not receive emails from third party domains. My domain is verified but I only can receive mails from zoho users. My domain is mission2020.global One possibility is I didn't enter the correct zb code into GoDaddy, but I don't know how to verify that. ===== Error message from Gmail Delivery to the following recipient failed permanently: cristiam@mission2020.global Technical details of permanent failure: Google tried to deliver your message, but
Error Verification Failed
Hello. Already configured the CNAME for some time (more than 1 day), but I'm still getting the message: Verification Failed Sorry! We are Unable to VERIFY the domain by CNAME method. You can try the other verification methods, or correct the CNAME record and try again.Learn More How can I fix this problem? Thanks :)
Closing Mail Account
Hello, I know there are a lot of other posts about how to close an account, but none of the tutorials work out. I only have a free mail account, but I'd like to cut all ties. Please let me know how I can close my "business" in order to close my account. Thank you!
Accounts into potentials
I am using the Potential module first to track open opportunities. After I create an Account, is there a way to convert it to a Potential. If I am doing it incorrect, please let me know. Open to feedback and comments. Thank you Janet
Zoho does not filter virus
Greetings, I ask for your support because I am receiving lately many viruses which are not detained for their service. These viruses commonly come in zip files Thanks in advance for your support in this matter The viruses are detected Eset Smart Security JS/TrojanDownloader.Nemucod.KC Win32/Filecoder.Locky.A
Archive activities
Is there a way to Archive activities in Zoho CRM?
Verification Failed
Hello Already I changed my CNAME is a few hours, and whenever I type ZB ******. <Yourdomain> .com, works correctly. However, when I try to check the error appears: Verification Failed --- Sorry! We are Unable to VERIFY the domain by CNAME method. You can try the other verification methods, or correct the CNAME record and try again.Learn More How can I fix this problem?
Email ID
Hello, We created a new account, and deleted our old account. Is there any way we can get info@united-rail.com released so that we can add it to our new account? Thank you.
Manual domain verification
I want to verify my domain mineguay.com, but i can't acces the files of my website because i'm using the Jimdo CMS However, I have the possibility to modify the head and body of my website I'd be very gratefull if you could help me, because I've been trying to use zoho months as my email provider in my domain
Activities report
How do I create an Activity report which will include tasks? Thank you!
connect my landing page to zoho
How can I have my landing page from google adwords deliver the lead information directly into zoho?
I cant create a New Custom Field in Zoho CRM
Hello I cant create a New Custom Field in Zoho CRM I read help https://www.zoho.com/crm/help/customization/custom-fields.html But in my account I dont have a button New Custom Field in any modules. I tried create new field in "Leads", but results was the same, button New Custom Field is not appear.
Company names are repeating
In my database with the same company name I have several registers. How can I combine them and have single account name. This multi name happened in 2 ways. 1. I am using zoho business card scanner. For the same company I scanned 4 business cad, and i creeated 4 different name with for different company. 2. I imported from different excel files diffrerent personels, and each created different company name. regards Abdullah
Adding potential to specific sales pipeline
Thank you. Kindly tell me how to add potential to specific sales pipeline or how to create sales pipelines. Best regards
Multiple Custom Account layouts
We have 2 unique account types that require significantly different information to be collected. One Account type are the retailers we sell to and another are the Growers we procure our raw material from. Is there a way to set up custom layouts for each, identified by Account type? Thank you! -- German Burtscher
Running SSL on Zoho Sites mapped to URL
I have an SSL installed on my website, have for a while, last night I activated my Zoho Sites page and it popped up with the steps to to domain mapping. I did that, the next morning it was working fine except I have a line in my .htaccess file to redirect http (non SSL) to https (secure) and this cause my browsers to throw a security error. I run Zoho Support under the group SSL for the support page (which is linked from my non-secure Zoho sites page, it links to the SSL suporrt site fine...) Is
import pst file
can i get the import wizard for importing pst file. i have already asked this question twice in forums..
Get Data from Infusionsoft
HI, Is it possible to push data from a field in infusionsoft to Zoho CRM?
Adding emails already in use...
I have 2 email addresses that are currently hosted by hostgator. I would like to close down my hostgator account, but I don't know how to add the emails to zoho. I tried to "add an email" and it tells me the email address already exists...which of course it does. So how do I transfer the two emails over to zoho...Help please... :) Sally
The mail chain is misconfiguring the mail view
Hello! We want to know if is there any way to avoid or fix this issue: The mail chain is misconfiguring the mail view. That is the more emails are sent within an email chain, the more space is taken as it expands. It damages the mail view making it very uncomfortable to read. Can you help us to avoid or fix it?
Super Admin role
Hi I just created a new account in Zoho. I am trying to set myself with the role of "Super Admin". But I get the following message: "operation not permitted". Can somebody help me? Thank you, Cris
Adding user which was subscribed before.
Hi, I previously have created zoho account with "kashif@technozay.com" now after many months i am trying to reuse zoho. i have created the account with "support@technozay.com" and have set my domain. i don't know the password i set for kashif@technozay.com and have changed the mx record so also not able to reset the password. So i could not delete or change it. I want to add this email address please assist me regarding this. Regards, Kashif
showing the rent amount as weekly or monthly option
I am trying to create a tenant reference form and in the form i need user to enter the rent amount as a weekly or monthly option. After user input the amount in rent amount field, i would like to achieve that user can specify the rent amount as weekly or monthly How do i achieve thanks in advance
Best Practice: Account Industry
I have an idea of how I want to break out account industries down but want to make sure my reason for doing so shouldn't be done in another way and make sure I'm using best practice. Our line of work is pretty much geared towards a small group of industries (less than 5). Then within those 5 industries we can probably break down the customer types again based on what the do within that industry (these companies would require different types of products that we offer). So the way I want to label
Date-Time
The button to select the date and time is brown in edit mode, but is clear one published on the site. This makes it hard for users to see and they are returned an error message when they try to free type.
SMTP Error: Data not accepted
SMTP Error: Data not accepted
Outgoing blocked
Hi, Email ID: hello@diabeteazy.com We accidentally got our outgoing blocked while testing a scenario. Perhaps the daily bounce limit was exceeded. Could you please unblock our account. We will make sure that this doesn't happen again. Thanks in advance.
Receiving Mail error code 554 5.1.8 Sender Address Blocked
I am receiving error code "554 5.1.8 Sender Address Blocked" when trying to send emails. Can someone please unblock my account. I see after reading the forums on here that this is from ten bounced backed emails happening in one day.
Zoho Forms, Rows Instead of Columns?
Hiya, When i receive my form entries they are displayed in a horizontal row across the screen, I would prefer a vertical column instead. Is it possible to adjust it? Thanks!
Hide Clients
I want to use Zoho enviroment in our company. Using CRM from office and do bussines online budgets from the tablet from zoho books Creating a budget and a customer, the budget only can see your creator, but the customer see for all zoho bokks users. It is possible the the client sees only from creator?
Outgoing email blocked
Hello, The email joelle@joelles.com has had outgoing email blocked. Authentication failed:554 5.1.8 Sender Address Blocked User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. Could you please unblock as soon as possible. Thank you, dave@joelles.com
field rule for if a field is empty or not
I'm setting up a DB for keeping track of product photos. One of the fields is "Date received", meaning the date we received a photograph back from the photographer. I have another field which is to be a "Do we have the photo, Y/N". This field will be used on another related DB so we can see if a photograph exists for a product or not. I'd like to set the "Do we have the photo" field with a rule that says "If Date received is NOT blank", then set this field to Yes. Is there a way to do something like
domainkey not enabled
Hi, I have followed the instructions on how to set up domainkey, but I get "DomainKeys are not enabled, as the text record validation has failed. Please try again." my domain is hosted in digitalocean vps, I configured TXT record as explained in tutorials. I am using free zoho mail account, does that affect the process (I am planing to upgrade very soon, am just testing your service) thanks,
Zoho Quote / Zoho Books Estimate Webhook or API
Hi, I would like to create a Quote in Zoho CRM and then through a form of automation such as a Webhook or API to generate an Estimate in Zoho Books. My reason is that I need more advanced reporting on Quotes, like sales acceptance by percentage or quotes done and Zoho Books is very limited with reports. I ultimately want to use Zoho Books for doing estimates and invoices as it has the client portal and many other advantages. Can someone help me with a webhook or api solution.
I cannot receive emails
Hi, I cannot receive my emails. Sending is ok! I have checked my TXT and MX records and they are ok. Thanks for your help! Regards Martin
My Tasks scroll bug
On the "My Tasks" page with the Classic View, all of the different task lists start out expanded which I like. My issue is when I attempt to scroll down, it appears some Javascript is not allowing that and it instantly scrolls back up. My work around is to collapse the task lists on the top or move to a different view. Firefox 41.0.2 on Windows 10
How to create a Category
This page https://www.zoho.com/support/help/setting-up-community-forum.html says to create a category you start here: Go to Setup in Zoho Support >> Community. But I don't see the Category option under Setup. Is it inside one of the buttons in Setup? I looked through all of them with no luck. Thank you!
Cannot login, error message: exceed maximum auth tokens
Are you stocks on my iPad and iPhone. I have not been able to access it in a couple of weeks. I went into my account and deleted some of the tokens but I still cannot access my account. Help!
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