Integrating Zoho CRM with Microsoft Exchange Email
Hello, We use microsoft Exchange emails and would like to know whether a) it is possible to integrate exchange emails with Zoho CRM just like it is possible for POP emails. b) if (a) is possible, can there be full synchronisation of emails that will be seen by the user when in Zoho CRM interface and the emails when the user goes to his Outlook Web Access (OWA) environment. Regards, Team Admin
Required Dependency Fields
When creating dependencies amongst two fields, how do I make the second field required?
Email Account Blocked
Please unblock my email Account ramana@socialight.in I have deleted mails.
can not receive emails
Currently I am trying arun@gajankush.com through zohomail. The mx and other setting is proper. I can send the mails but can not receive. Please provide possible solution.
When Merging Leads - Picture Does not merge over
Hello, I like to Select and Save Pictures for my leads in Zoho CRM. When I have to merge Duplicate Accounts, everything goes smoothly. The one thing that does not transfer over and doesn't give me the ability to select which one to merge, is Picture. When I merge two leads together, the picture is not saved. I have to go back, look for the saved picture, and upload it again. Just wanted to bring this to your guys attention. Thanks.
Forms, Sites created by Zoho applications can be visible at IE7?
Even though IE 7 is not supported officially, can we see the form and sites created by Zoho applications at IE7? Some of people still use IE7 because of company IT security problem.
Is the "Sign Up Form Themes" feature included in the free edition of Zoho CRM?
I am trying to update the "Update Profile" form that is featured in my footer. But I cannot seem to find it in the settings, campaigns themes or the library. Is the "Sign Up" Forms Themes included in the free version of Zoho? Here's the answer from a previous post: Ans: Please follow the steps below to edit the "Update Your Profile" email sent to your subscribers, Settings---> Sign-up Form Themes---> Edit---> Notification Mails Customization---> Select "Update Profile" from the drop down next to
unable to edit the doucment
I am getting following message while trying to edit the doc your edit is not applied to the document, please try again later pls help.
Campaigns and Zoho Survey integration not working
I am sending a Campaign with a Zoho Survey. The link of the survey button is https://$[ZS:SURVEYURL]$. At the same time I am trying to pass the Name and Lastname information to the survey, to be able to do this I have changed the link to: https://$[ZS:SURVEYURL]$?Name$[FNAME]$ but it does not work properly. With this new link the fields I get in Zoho Survey are empty.
Portal Not Displaying Correctly
Hi Guys, My customers are reporting they can't use the support portal correctly as it is not displaying correctly. I have investigated and have found it is to do with the SSL. I used Firefox and found that when I tell it to ignore the non secure content everything displays correctly, but I can't expect my customer to be doing all of this fiddling so is there a way to work this out? Thanks, Dwayne
Not able to receive or send email
Not able to receive or send email. i done mx entry proper but not getting emails or able to send. kindly check it and let me know.
In progress tasks query not working
Hello, I'm trying to create a view to display all the "in progress" tasks. I want to display both tasks and calls. So my query is: ( (type of activity = task) AND (status = in progress) ) OR ( (type of activity = call) AND (status = planned) ) The problem is when I go to the activity view and I try to add the criteria, there is no "planned" value for the field "status". But when I go to the activity list, I can see the calls and some of them have a status of "planned"... Could you please tell me
Very slow to update from the CRM module to our Support module
We use Zoho to track our Technical support for our customers. When we set up a contact in the CRM that works normally. However it is taking over an hour for that contact to show up and be available in our Support module so that we can open up a support case for that contact.After about an hour the contact is available to be added to a new ticket.
i am not able to receive emails from my clients
i am not able to receive emails from my clients
Mail being blocked for Throttling?
I sent an email to a client domain that I have sent email in the past. Today I was replying to a client's support ticket through our contact form and when I sent said client a reply I received this. (client info redacted) The following addresses had fatal errors ----- [Status: THROTTLED, Address: <xxxxxxxx@xxxxxxxxx.com>, ResponseCode 421, 4.7.0 Temporarily Deferred] I certainly not sending enough email to trigger a throttling alert. Furthermore I sent a test to my personal hotmail and email accounts
Activity View
Activity View I have Customers - Potential - Leads/Contact and Other catagories but when I go to one of my accounts (customers) and add a task why do they always go to the Leads/Contact list. How do I add a task in the Customers section.
Reorder task lists in milestones
Hi I need to reorder task lists within milestones. As at present I am moving task lists about and on the gantt chart the dates are all over the place which is no good? Please help
Insurance CRM
Does Zoho have a CRM that fits the personal insurance industry without requiring a lot of customization?
Company Names as Contacts for Leads etc.
Everything I do is by company name as buyers and contacts change. Before I get too along, can I re-import all of my leads to reflect this. As an example, when I am looking at leads within the mobile map feature it shows the contact and not the company. Should I just remap the Contact as the company name and the vice versa? Thanks, Tom
100 Workflow alerts per day?!?! WTF?
What kind of a stupid limit is that? 100? I signed up for your top tier CRM Plus @ $60 per month. And I get 100 alerts? I set up the system for automation. And when a field is toggled, the leads supposed to get an email. Now they never get it, at which point in the day I don't even know. PLUS.... I went and added an extra user at $60, just for the freakin alerts, and now that is reached as well. You gotta be crazy Zoho. You guys are losing the plot. That's the point of having AUTOMATION for crying
one email not working in our domain.
Hi Team, Could you help ? One of our email (mike@ourdomain) not receive email in outlook 365 desktop version. It's all working in Zoho mail online version. I can see all send and receive emails correctly. But it's shows Synchronizing subscribed folders... when I click send and receive email or open outlook client. Please help and check. Thank you very much. Cheers
Displaying notes in Lead reports
Hi, We are relatively new to Zoho and are using it to manage leads. I am confused re. the 'notes' fields! We want to be able to run a lead report that includes various details in the results, including the notes against that lead. There appears however, to be two different kinds of 'notes'? One is a single field within the lead record that has a maximum number of characters. The other notes, which show up on the lead summary page (when you first go in to a lead record before you expand the view to
Web to Lead email notification not using correct template
I have a newly created web form on my site with a custom email notification template selected. However, when the form is processed it is using the custom email template from a separate web form on the site (but resides on a different page.) How to ensure my web form is sending the proper email notification as selected in the setup?
I want to create a report for leads or an Accounts I've called, but didn't create an Open Activity. What criteria should I use?
If a user calls a Lead or an Account, but forgets to Schedule a new call the Lead/Account is lost. I do I find them?
take a picture of business card to import to lead
Is there a way to take a picture of the business card and import into leads?
Can you create a conditional Zoho CRM field
Hi, I want to create a field that only lists CRM contacts associated with the CRM Account I have already chosen in my Creator app. From the help documents I can see that you can filter a lookup field to restrict what appears in the drop down but I can't see any information that allows you to restrict the Zoho CRM "contacts" that appear so that they just show contacts attached to the Zoho CRM "account" you have already selected. Please help. Thanks
Customizing the main screen
Is there a way to add shipping city to the main screen? When I click on Accounts in the CRM I get; account name, phone number and account owner. I would like to add city to this screen so I can organize alphabetically by city as well as by account. Please help.
Give Zoho Creator licence to another user
Hi, We have created an App in Zoho creator but have only 1 Zoho Creator licence(subscription) so only 1 user can access this App and its settings. Can I give my licence to another user so that he can access this app and I can't? I was checking Manage Subscriptions pages but it looks like you can only add/remove subscriptions there not sure how they are linked with actual users? Thanks!
I can not send nor recieve emails
Today I stopped receiving emails to my adress emma@trojascenkonst.se which is hosted by Zoho. I sent a number of test emails and I got this reply: - - - - - - - - - - Delivery to the following recipient failed permanently: emma@trojascenkost.se Technical details of permanent failure: DNS Error: 97167788 DNS type 'mx' lookup of trojascenkost.se responded with code NXDOMAIN Domain name not found: trojascenkost.se - - - - - - - - - - - I can also not send emails. Yesterday I could still receive
Trial expired
Hi, I signed up for the 15 day trial which has now expired. I created a small database for my brothers business and shared it with him. My brother also signed up for an account. Shortly before the trial ended I received an email from Zoho account manager asking if I wished to extend the trial which I accepted. Instead, my trial period expired and I now cannot access my App although my brother still can. The App currently has 2 users and about 290 records so I would have thought still within the 'free'
I get an error when I try to call any crm api.
I get an error when I try to call any crm api. https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=*****&scope=crmapi&selectColumns=Leads(Lead%20Owner,First%20Name,Last%20Name,Email,Company)%20&lastModifiedTime=2010-04-21%2011:09:23 This error appears in all responses. <error> <code>4834</code> <message>Invalid Ticket Id</message> </error>
Converting Leads to Potentials - Don't want to Create an Account!
Hi We are using CRM to track leads. When the sale reaches the stage of meetings/pilot schemes etc we want to convert the lead to a potential. However we do not want it to create an account at the same time! The Account section of our CRM is linked to our support ticketing system so having accounts in there which are not confirmed clients will cause issues for support and reports. I found in the manual that you cannot create a lead with company details into a potential without creating an account.
Schedule to get your qualified visitors delivered directly to your inbox
We are so delighted to hear that the Visitor History helps you and your sales team to be more productive. Now we're even more excited to announce that SalesIQ's - Visitor History gets a new option to Schedule the hot visitor list and receive them right in your inbox. Learn how to create your visitor list in visitor history You can Schedule to automate the process of receiving the hot visitor list by email on a regular frequency. When you filter the visitor list, use the "Schedule" option listed
DKIM for messages sent over SMTP
Hello. When i use web interface to send email DKIM works fine. But when i try to send email using my own application based on cUrl library DKIM fails. Is there any way to solve this problem?
Zoho creator - add record api - permission error
I am trying to insert a record to a form. I am getting the error. Permission Denied To Add Record(s). - 2899. I am the owner of the application and I have generated auth token with my account. Any help?
Error calling method searchRecords in CRM API
Consists in No filters correctly if one of the filtered fields is modified in records resulting from the previous search. For example: We have a record in the Potentials module with the following data: Potential_ID: xxxxxxxxxx Stage: Seleccionada 1st.- We call the API as follows: https://crm.zoho.com/crm/private/xml/Potentials/searchRecords?newFormat=2&authtoken=Token&scope=crmapi&criteria=((Stage:Seleccionada))&fromIndex=1&toIndex=200" The API returns us: Potential_ID: xxxxxxxxxx Stage: Seleccionada
Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in Advance
Email account blocked
Hi I am unable to send email on the account outsource@jigsawtree.com - the error is 554 5.1.8 sender address blocked. Please can you unblock the account. Thanks Mark
Delivery Notification: Delivery has failed ,
Respected sir, I am getting error 1) Your message cannot be delivered to the following recipients: Reason: Over quota 2) Email Outgoing Blocked Daily Mail Bounce Count Exceeds Limit [ Bounce count=20 ] How to increase Daily Mail Bounce Count Exceeds Limit? sometimes I Have to send many mail. so please help to solve this issue. 3) Undelivered Mail Returned to Sender Please Help as soon as possible.
Refer to the ZC Workbook - Advanced App Building
Hi, I am new to ZC and learning from the ZC workbook (https://www.zoho.com/creator/help/tutorials/advanced-app-building.html). It seems I can't get the correct result. Can anyone help me to point out what I did wrongly? Thanks in advance! Br, Andy
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