PDF export limited to 2,000 records
Have created a new report for our company listing activity related to potentials for the previous week. Management would like me to run this report each Monday morning. I went to run the report and it shows more than 2,000 records. When I click to advance to the next page in the browser it shows "No Data Available". If I export the report as an XLS file I get over 2,300 records. Ideally I want to export as PDF (it looks much nicer) but Zoho is only exporting the first 2,000 records for the PDF
MONITOTING RULES
I want to know, what means the monitoring rules? I how i can used it? :)
How to export the leads in a view?
How do you export the leads that are in a view ? We dont want to export all leads, just those filtered.
Web Form Current Date
Currently we are required to manually enter the current date of leads that we recieve. Is there a way to add a date field to the form that will have the current date as it's default value, or otherwise a way that leads will automatically have the current date added to it automatically? Thanks for your help, Sam
Why don't you need two separate app specific passwords for imap and smtp?
Hi, I have noticed that one can use same application specific password for both imap and smtp. I think this goes against the principle of having app specific passwords and might be anti-security feature. Why is that so? Regards, Sudhir Khanger, sudhirkhanger.com.
How to configure a rule to prevent a Lead not approved creates an activity?
Hi, I created a rule for Leads Import. During import I opted for `Approve Leads'. The rule creates an activity for each Lead that I have not still approved / released. It is possible to avoid this behavior in the Free Edition version? I realized that if I do not approve the Lead, and I remove the Lead, the activity is also removed. (right) I want to use the 'Approve Leads' function to release Leads in on-demand mode, then at the time of release, Zoho_CRM would create activity for execution. I'd appreciate
Zoho Reports-New features rolled out on Mar.24, 2016
Pivot Enhancements Display Missing Value Option Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently , this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column. So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to
Integration doesnt work for Word /CRM Plugin
Why doesnt the plugin work for CRM > Word. Have you discontinued support for this?
No Such User
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Verification failed for No Such User Here Sender verify failed
Cannot add User
I am trying to add a new user, and I have enough unused licenses, but I the ROLE input field will not let me enter anything. Any ideas? Is there a ZOHO support # I can call?
Limit xml import ?
Hi, I try to import contact from api (xml). There is a limit ? i can import more than 100 contact ! (in 1 package) Normal ? Thx by advance.
Viewing Candidates Awaiting Approval on Home Page
Is there a way to add a component to the Home Page for 'Candidates' that shows candidates waiting on Approval? It would be so much easier to see it here versus selecting the 'Candidates' Module and then selecting the Drop Down Talent from the menu and then selecting Approve Talent. Thanks.
Is there a way to change field type from radio to multi-select?
I have a form with a Radio button field type. I want to change it to Multi-select. Changing the appearance only provides me with the Drop Down alternative. I am hoping there is another way. Please let me know. Thanks.
No response from Zoho support
I have reported this earlier but have not heard back for ages now. I am receiving SPAM emails from my own email address and I am concerned if my clients are also receiving SPAM emails from my email address. No one has contacted me yet. I asked for product tour and was told someone would contact me within 24 hours. It has been nearly a week but I havent heard back!! Please could someone get in touch?
Invalid Ember when trying to create a customer or start a subscription?
Hi, On Zoho subscriptions i cannot create a new customer or sign people up to subscriptions due to getting an error message saying "invalid ember" followed by loads of numbers. Last week this problem wasn't there and i haven't changed anything which could cause such an issue. It doesn't give any indication what the issue is. Can anybody help? Thankyou.
Outgoing Emails blocked.
Hi Could you please unblock my outgoing emails, I mistakenly sent more than 500 emails because of an unwanted addon bug on thunderbird.
Problem with moving tasks in calendar manualy by mouse
Hello! I have a problem with moving tasks in calendar by mouse manually, I am trying to move task for another day by mouse, but there are no results. It is possible to do only print manually new date. Please help! Best regards, Gladkiy Dmitriy Commercial director VINUR ltd. +38 (067) 218-85-69 +38 (044) 33-111-90 sales@vinur.com.ua www.vinur.com.ua
Sort a subfield
Hi, I want to be able to sort a sub field but there seems to be no options to do this, if I create a sort in the original report will the sub field also sort by the same criteria? Basically I want to be able to create a call sheet that list times that people do various things in a day. The order of things might change and I don't want the user to have to delete rows in order to insert information. Basically the call sheet form holds multiple subforms with different information. The shoot schedule
Data for Candidates of the graph
Hello Team, Data for Candidates of the graph is not be exported. Please contact me.
Search buttons not working
Hi I've added user filters to my reports but search buttons that appear when I click on those filter columns are not working. As soon as I move the cursor to the search box, the search icon gives way to a 'x' mark and when I type what I would like to look for, just nothing seems to happen. This is the case both in the 'View' mode within Reports as well as embedded view on my site. Please help.
Your IMAP server wants to alert you of the following: Your account has been temporarily blocked.
I have only one computer accessing my IMAP account. I need this unblocked. Why is it happening
Unsyncing CRM and Campaign
I have my entire biz organization set up with myself as Admin/CEO. I have a "support.ut@powerhouserg.com" account which houses the "not met yet" lists (vs. personal leads we individually know). I accidentally "synced" the contacts in my personal CRM with that of supprt crm. so when I open https://campaigns.zoho.com/home.do#contacts/sync, I can see the Campaigns to CRM Settings with the support.ut@powerhuserg.com email listed. I want to UNSYNC this!! but I cannot. So when I go into the support.ut
How to handle accounts that go out of business or are no longer going to purchase?
How do people usually handle Accounts that go out of business, or for some other reason will never purchase again? On one hand I would like to keep the info around so we know what happened, but there isn't a built-in "Out-of-Business" or "Dead Account" status that I've found. Thanks, John
Using Zoho Survey as a Diagnostic Tool
I want to use Zoho Survey for the following scenario: I have three 'topics', each containing three multiple choice questions (answers are a rating from 1 to 7) I want to get a score for each topic (average of the three multiple choice questions) eg, Topic 1 average = 10, Topic 2 average =7, Topic 3 average = 15 I then want to generate an end screen with customised copy for each Topic based on the score in a range eg. Display custom text for Topic 1 if it is in the range 1-5, 6-10, 10-15, etc I would
Workflow Not Working Consistently
I have a workflow and alert set up for when someone applies for a position. It is set to send an automatic email to candidates who apply for positions. Workflow is set correctly and active. I currently have 40% of candidates receiving the emails but 60% are not. I can also see this in Zoho Recruit under applicants profiles, no record of an email sent but other applicants do have records of the same email sent.
Account is Inactive
Hello, I created a Zoho account a few days ago and linked it to my domain. Now when I try to login is says my account is inactive. How did that happen? User ID is alec@ademeester.com Thanks
DNS Manager & SPF Configuration
Can somebody help me? I'm trying to access DNS Manager to configure my SPF (so that receivers might see my name instead of an unverified sender) BUT the instruction you guys give to us in the page https://www.zoho.com/mail/help/adminconsole/domains.html is not quite exactly what I see in my "domains" access (for example I can't select my domain manager URL and then launch it) . Can somebody help me please? I really need to send out my emails with a professional setting. The domain I have www.marziavianello.com
Best Practice for creating relationship between multiple forms
So this is what I am trying to do. I have a form: Modalities, that is just a list of names basically, Modality_Names. i.e. Massage, Acupuncture, Personal Training, Rolfing, etc. Second form: Company, in which there is a lookup field (Modalities_Selected) linked to Modalities and allows multi select. i.e. Company.Modalities_Selected would be a list like Acupuncture,Rolfing My third form: Service_Providers, needs a field so they can only choose from the subsection specified by the Company.Modalities_Selected.
Automatic Lead information import when we receive a mail from a new contact ?
Hello There, Is have my Gmail mail account sync via IMAP with Zoho CRM. I'm starting to receive answer to some mail i have sent before starting to use Zoho, and in general to receive mail from new contact. Is there a way to create a lead with some automation rule as we receive a new mail from a contact which is not already in our lead list? Thanks
Setting a picklist default for custom field on the webform, default not working...
So, I created a custom field in the module for a pick list, and told it which choice I wanted to show up as the default under the choice "Select default value". I then went to create a web form, and used this custom pick list as one of the fields in the web form. However, when I look at the preview for the web form it does not use the default choice I specified, instead it shows the value "-None-" instead of the default value I specified when I created the custom field. Any suggestions?
Using "Yes" in a String
I want to have 3 conditions, most important is the "Yes" condition. Line 1 or 2don't work, but 3 does, but I don't have the "Yes" condition in example 3. How do I write the string? 1. if (((input.Billed != 0.0) && (input.Invoice_Email != null)) && (input.Resend_Invoice_Email == "Yes"))) 2. if ((input.Billed != 0.0) && (input.Resend_Invoice_Email == "Yes")) 3. if ((input.Billed != 0.0) && (input.Invoice_Email != null))
My email blocked yesterday
email : paul.choi@ptglobal.com Could you help on this urgently? Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked
Mail Outgoing blocked. Reason :Mail Recipient count exceeds limit
Dears, Email Account: marwa_abdelaal@ecgegypt.net Details :Mail Outgoing blocked. Reason :Mail Recipient count exceeds limit Can you Unlock it please? Can you identity the reasons for block its from spamming mails or what? Thanks, Mohamed Gamal
Which is the limit for sending emails SMTP?
Please, anyone know what is the upload limit of emails via SMTP? I'm new member from brazil.
How to change web address path-name to reflect my updated username?
I created the zoho account with myname as superadmin username, I notice that the pathname is always show myname as part of the address path for zoho products even though I change/updated my super admin name from myname to othername. https://creator.zoho.com/myname/products-listing/ How can I change the path to reflect my updated username.
Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked
I cannot send email anymore.
Subscriptions
Hello. I run a small repairs and maintenance business. At the moment I am using the free version of the CRM, 1 x office/desk user and 2 x mobile engineers. I wanted to know if I can continue to use the free CRM for my field engineer and have a single subscription to the professional version?
Automation Rule that triggers when a lead is converted.
Hello, We are considering moving to Zoho CRM and are currently testing it to make sure our requirements can be met. I need a way to track what lead (LEADID) an account (ACCOUNTID) was converted to. I couldn't see that information anywhere and furthermore I need to be alerted when that lead is converted to an account. I have not been able to figure out is how to trigger automation when a lead is converted to an Account/Contact. I know that you can make an automation rule that triggers when an Account
Cannot see my mails sent with Outlook365
I configured an IMAP account hoping to be able to see all emails received or sent with my outlook client but it doesn't seem to work. I only see the ones I received in my inbox. Also tried bcc, no success. Any suggestion appreciated. Thanks Thierry
Help with Getting Data from Form/Report
I have the following in a POST action that works just fine .. <input type="hidden" name="criteria" value="ID=2907418000008392079"> .. and returns the following record/json response .. {"Form_Users":[{"Name":"Smith, John","Customers":"[Cafe]","Email":"me@me.com","ID":"2907418000008392079","Customers.Cust_ExtId":"[1187]"}]} My question is, how do I format my criteria parameter to return the record where Cust_ExtId = 1187 ? These are not working : <input type="hidden" name="criteria" value="Customers.Cust_ExtId=1187">
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