How to add DKIM signature to my emails ?
I have setup TXTrecords (SPF/DKIM) in my DNS. But still, my messages are going into spam filters saying "Your message is not signed with DKIM" Please instruct on how to sign email with DKIM
The resume parser doesn't work with a resume uploaded from a web form
Hello, We can use the resume parser by uploading a document or like a attached resume in an email. But the resume parser doesn't work with a resume uploaded from a web form. Is that true ?
Search on date
Hello, i must find all cases where MYDATE > A SPECIFIC DATE i write in custom function crmResp = zoho.crm.searchRecords("Cases", "(MYDATE|>|newDate)",0,200); MYDATE = yyyy-MM-dd newDate = yyyy-MM-dd But i have 0 response, in my CRM i have 46 results. The criteria not work with date ? thanks you
Zoho Mail is too slow to receive email!
I need help, I zoho mail is too slow to receive emails, I´ve tried sending emails from gmail and yahoo to my zoho account and it takes anywhere from 5 minutes to 4 hours to get the email. I´m using both the phone app and the web interface and it´s the same, my emails are always delayed.
Not able to clone an invoice today.
I cannot save a cloned invoice as of today. There is no error message, just lack of response from the Zoho page. I tried clearing my browsing history and cookies, and I also tried this on another computer without success. I am able to edit invoices.
Unable to connect SMTP server:smtpout.mail.zoho.com Reason:Authentication failed:554 5.1.8 Sender Address Blocked
I am facing this issue frequently. Can I know a way where can I fix it by myself. Thanks Deepak
Not Happy with Service
Already sent this to the employee from Campaigns Team who was helping us yesterday but... Really not happy. Having spoken to 4 Zoho employees we still dont have a proper fix for our Industry field in CRM. What we have is a work-around that is of no real use to us. Unfortunately we lost a days work yesterday and feel we deserve some sort of compensation for our time. Also, although we now have a fix for our campaigns problem, we are still not able to achieve our contact sync because we have to wait
CRM-Custom Account field sync
Hello there, a quick question, still not possible to sync custom ACCOUNT fields on Contacts sync between Campaigns and CRM ? i manage the sync and click "add accout field" but i only can see standard account fields.. how i can add custom field? is important for some our costumer.. thanks - Zoho Specialist for Cloudnova - The italian Zoho partner - Cloudnova.it - Crmfacile.it
Can Zoho Subscriptions support my multi-branch customer organisations?
I'm assessing Zoho Subscriptions because I'm selecting a new subscription management platform. Our business which has been in operation for a year and now wants to expand. Can you answer/advise below... Context: Our business is to manage monthly subscriptions to healthcare plans for the customers of Medical Practice Groups. (The Patient clicks on our link on the Practice's website, and we provide the sign-up screens and the payment gateway and the monthly invoicing.) From your documentation it appears
Cannot Add User to Campaigns; Error Message
My company uses both Zoho CRM and Zoho Campaigns. Insofar as I can tell, the two products are synced up using the sync key you provide. I am trying to add my boss, who is a user in Zoho CRM, into Zoho Campaigns so that he can view the analytics for our emails. I am getting this error message. This email address has been already used in some other organization. So you cannot add/invite this user I have seen on threads here, here, and here that the error message results because the user I am trying
Cant't verify my Domain
Can't verify my domain with html method
Impossible de vérifier le nom du Domaine
Bonjour; Toute la journée hier j'ai Essayé de verify mon nom de Domaine avec la methode HTML je arrive pas merci de le verify Vos meme; et de vous faire le nécéssaire Bonne journée
Mass Update Notes
Is it possible to add notes to more than one lead at a time? If I send out a proposal to 15 different leads I don't want to enter 15 separate notes.
"sorry you do not have permission to use the zoho recruit app"
Hi, I'm trying to use Zoho Recruit Mobile App from my Samsung Galaxy Note 3. It downloaded to the phone find but since then I have just got the following when I try to login: "sorry you do not have permission to use the zoho recruit app" Can anyone help?
Formula on a column given a moving condition in another column
I have table with three rows, invoice#, customer#, date. I am trying to get a formula that counts the max date where the customer # in the row occured in the list. and another formula to tell me if this is the first occurance of this customer# or not been going in circles forever, hope someone can help. Thanks
Zoho Invoice and Payeezy Gateway
We use Zoho Invoice and also use Payeezy Gateway via PNC as our Online Payment tool. I was wondering if integration with Payeezy Gateway formerly known as Global Gateway E4 is on the roadmap for Zoho Invoice. Or even a generic way to do integration to online payment providers not on your list. Thanks Charles
Google Sheet Imports Nothing
I've attempted three times to import a Google Sheet. All three times it opens a blank page. I don't get an error or anything. Please advise.
Many to Many Relationships
Is there a way around not being able to create Many to Many Relationships? I have Contacts (Board Members) that sit on several Boards. The Boards can also have several Contacts (Board Members). Currently, I can only have 1 Lookup field in Contacts pointing to a Board but the Board can be associated with several Contacts (Board Members). I tried different ways but a true Many to Many Relationship is needed. I've seen a few post over 2 years old discussing this same feature but not recent updates on
The chat services do not work on smart phones
Why will the chat services not work on any smart phone device and only PCs? Almost all of our traffic is smartphone based and we are unable to chat with them, please help
CRM Mobile?? Help
CRM Mobile updated, my "custom" views from desktop are visible on mobile (Iphone6), but no accounts listed. View works fine on Desktop??? help..
module.name.home
On the app for Android I see labels like: module.name.home homeview.label.noActivitiesForThisDay Is it normal? What do I have to change to see normal labels? My smartphone and Tablet are configured in Spanish ¿Is this the reazon? Thanks.
updated CRM iPhone app...
hears that "cannot add an existing contact from my iPhone anymore" This is concerning... true? Customer Reviews Cannot add existing contacts! by Kalikovision Love the new update from Zoho! Unfortunately, as I've been going through the changes made, you forgot to incorporate one major convenient component... I cannot add an existing contact from my iPhone anymore :'( Please bring this back!!!
office 365
We have been evaluating the IMAP integration for a few weeks and have noticed that when the CRM polls exchange in Office 365 it set the e-mail to read, rather than leaving it as unread. This is really frustrating, has anyone else seen this problem and know how to fix it? David
Pivot Table Filters
Hello, My company has connected our Zoho Projects to Zoho Reports, and we've created a Project Schedule using the pivot table function. We are currently trying to filter out any old end dates and items that have been completed. We are trying to filter out all items that have been completed from the previous year (2015), and from January 2016, but when we filter these dates to be excluded from the pivot table it is not working. We have saved and updated the pivot table with these new filters, but
Error Code 554
Hi Team, I am receiving the following error message when trying to email our supplier. This has only happened today. INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :Service unavailable; Client host [sender154-mail.zoho.com] blocked by dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?74.201.84.154 Can you please let me know if this is being blocked by Zoho? Cheers, Lauren
Can we automatically fill in Region based on information entered in State field
Our team is segmented into regions based on states and in Zoho we have both a "State" field and a "Region" Field. Is it possible to create a rule or some time of automation that if, for example, I were to enter "AZ" into the "State" field, the "Region" field would automatically populate to "Southwest"?
Overwrite question
When importing leads my goal is to import new leads as well as enrich existing leads in my CRM and retain any notes and lead owner in the CRM. Will Overwrite allow me to do this? I want to avoid duplicates and skipping as I want to enrich existing leads.
How to convert leads into admissions or customers
Hi! When I am trying to convert the leads into admission/customer, It converts into contacts. How can I convert my leads into admission in place of contact.
Pending Order Summary
Hi I have Form-1 - Which stores New Orders with total quantity Form -2 - Trip Master - Used to allocate vehicles to dispatch the orders under form 2 another subform which actually has the Order Number and the quantity dispatched Now i need to populate a report which shows total quantity and Quantity Dispatched and Pending Quantity of that order I have actually created a report with Form-1 and have order id and Tot-Qty Recd.But now i need to display what is the pending qty to be dispatched.
Please unblock account.
Hello Zoho Team ! Please unblock my account. User: comercial@recargasdovale.com.br Reason :Daily Mail Bounce Count Exceeds Limit [ Bounce count=20 ] Thank's
Zoho cards are not updating
I have created a customers profile, the customer have 10 cards saved but whenever i try to update a cards number i get error "[code] => 416 [message] => The maximum number of payment profiles for the customer profile has been reached" all though details get updated when i change only details other then card number, cvv, exp month and year.
Convert Record by Workflow not triggering custom functions in Potentials set for "record create"
Hello I have a series of workflows in potentials that do various things on "record create" when a potential record is made after convert from leads. The workflows in potentials module seem to work fine when the conventional convert button is used in leads. However when I use a leads workflow to convert a record to potentials. it doesnt trigger the custom functions in potentials which are set for "record create". I fully understand that workflows dont trigger workflows, but surely when a workflow
How to establish units amount to an item?
I have several items (services) that use the same unit, but the amounts for each one is different Example Item 1: To Airport - Standard SUV Unit: Standard SUV Service Hour Unit Amount: 2 Item 2: Point to Point - Standard SUV Unit: Standard SUV Service
Zoho CRM API using by PHP
Thank you for the great products as Zoho CRM. I have a question about Zoho CRM API I have received the sample code of using API in terms of PHP. /*sample code*/ header("Content-type: application/xml"); $token="MYTOKEN"; $url = "https://crm.zoho.com/crm/private/xml/Leads/getRecords"; $param= "authtoken=".$token."&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT,
When I convert an applicant into a prospect I would like to send a letter of acceptance by email automatically. How can I do it?
When I convert an applicant into a prospect I would like to send a letter of acceptance by email automatically. How can I do it?
if I have several sources of various web forms and need to know what form is the lead, where did it come from?, how can i know the form source?
if I have several sources of various web forms and need to know what form is the recorded lead from?, how can i know the source? in my customization i used "applicants" as leads. thank you
problem in exporting reports
I am facing the problem in exporting report. screenshot is attached for the error message.
Include Images in email templates
Is there a way to include images in templates that trigger an email?
Mobile approvals in Zoho People
Zoho People 's mobile app is now enhanced with the mobile approval feature. What can you do with this feature? You can view requests awaiting your approval You can approve or reject requests Feel free to contact us at support@zohopeople.com with any questions.
The email address is already registered with another account which is not a part of this organization.
Hi, I have seen a couple of posts with the same error. Unfortunately when I created admin[at]fusiontrendz[dot]com, i had given the wrong email address. Then later realised that (in fact exactly a day later) and created mail account and verified the domain. Now I am unable to create the new user, as it is said to be linked to another organisation. And my password seems to be not working for the other account as well and can't login to the other as well. Could you please help me with releasing the
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