Problem communicating with the recipient server
Im not sure what is wrong but lately I started getting this error. Its been going on for over a week now when sending emails to certain domains. What could be the reason?
Being able to see if a user is on a ticket prior to opening ticket
Some of our groups do not use auto-assignment so we would like the ability to see if someone else is IN a ticket from the Classic/Compact/Table View main screen.
Why are some collections missing from the menu
Hi. I've added some new collections (based on tags) however when I go to menu I am unable to see these new collections.
Desk / Contracts
Hi, Support administrators can no longer edit contracts within the Accounts>Account>Edit. Also in settings we cannot see contracts. Has something changed or do we need to change the settings under the administrators?
Contacts permission control in Desk
In CRM, Can use the organization to access the contact's permission control. The creator can only see his own data. I would like to ask if this permission control function can also be achieved in Desk and how to achieve it.
Updating Values in a Specific Subform Row - Cont'd & Expanded
Hi There, I followed and appreciated the responses posted to a question asked by another user, here. https://help.zoho.com/portal/en/community/topic/update-values-in-specific-rows-of-subform-via-deluge I am somewhat new to Deluge and having a little trouble
Issue with dropdown field mapping when Create Record in workflow automation
Hi Everyone, I hope you guys are doing well and enjoying the holidays! Here is what we trying to achieve and just wondering if someone can help us to figure it out! We are trying to move data/records from one module to another using workflow. However,
Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
CRM Email Validation
How do validate my sub email so all emails going to my other address go to the crm
"If data has changed" function ?
Hi Zoho, I have a form with a name, date and type of a certain product. I need Zoho to run a function on "On Success" on Edit mode, ONLY if the date has changed (not if the name of the product has changed). Is there a function that can check "data before edit" or something like this? Thanks Ravid
Tip #7- How to set up screen sharing in Zoho Assist- 'Insider Insights'
Hey Zoho Assist Community! We've got another remote support tip for you. This week, we'll discuss the Screen Sharing feature in remote support. This feature is designed to help you connect with people worldwide. Whether it's for online meetings, demos,
Zoho Campaigns Form Title Emebbed in Website overrides Meta Title
HI - I have created a zoho form, which is embedded in my wordpress website. All works well. However, in the Customization Form Settings there is the "Form Tab Title" which has to have something it. it. It overrides the meta title of the page it is embedded
Can I add job filters to the embed?
Hi i have successfully added the embed code to my website to display jobs and added a search field using the instructions provided. Is there a way to add the filters to the embed code as well? I'm talking about the filters that display on template 3 on
Zoho Cliq attendance reports don't count pauses
My typical workday includes lunch time. So I check in in the morning, check out a while after noon, check in again one hour later and check out after I've done 8 hours of work. The attendance reports in Zoho Cliq count only the first checkin and the last
Decline to sign
Is there a way for a signer to decline to sign a document? We send out proposals, and unfortunately, clients sometimes go a different way. Since they're not proceeding, they're not going to sign the proposal, which indicates acceptance of our offer. What
Download
This should be easy, but I can't find it anywhere. Let's say I have a notebook with a bunch of notes in it. How do I download the files. For example, the PDFs or jpegs in the notebook? All I can do is click through several times on each note individually
Webinar | How to write and manage test cases with Zoho QEngine
Hi there, We are happy to announce our webinar series, Zoho QEngine 101, for the developer community, consisting of five webinars in total. This webinar series aims to enable attendees to create test cases from scratch, manage them under modules, and
Zoho Mail mail merge - multiple records with same email address in the data source
I have found out that if there are multiple records in the data source with the same recipient email address, only one record is sent to that recipient and the other records addressed to that recipient are not sent. Is there any way to overcome this
Zoho FSM - Entering Equipment
I am having troubles understanding parts vs equipment. I understand that an "asset" is a specific instance of a piece of equipment. But in zFSM, there is no place to enter "Equipment". Everything is either a part or a service. This seems like a massive
This message is not visible due to API limitations.- Instagram
when a user send a reel or a story in a message on instagram it's doesn't show neither on Zoho Social nor Sales iq A message shows as This message is not visible due to API limitations. is there any way to fix that??
Do I need to have a TikTok Business profile before connecting it to Zoho, or can I connect my personal TikTok account directly?
Quick question: Do I need to have a TikTok Business profile before connecting it to Zoho, or can I connect my personal TikTok account directly?
Samsung watch zoho app
Hi, is there a way to see zoho mail on the samsung new watch? Or are there any zoho apps that can be installed on the new samsung watch 5 or 6?
Calculating the landed cost of an item (per unit)
Good day, I am familiar with adding the landed cost to bills. But I would like to know if there is a way for me to see what my landed cost is (per unit). I checked Zoho Books and Inventory but to no avail I found any record of the landed cost for an individual
{"error":"invalid_code"} and {"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
Customer statement email every end of the month
Is there a way to automatically email customer statements every end of the month? Can you point me to the right direction on how to create a workflow for that? Thanks!
How to categorise and record different services types
Hello, I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM. Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which in
Problem with Zoho CRM and Zapier: Unable to create entry in module: Invoices. Required field not found / in_request_body false
Hello, I have created a Zap in Zapier that creates a new entry in the regular Invoices module. Today (and for some reasons…I do not why) I get an error message in Zapier: Hello, Unable to create entry in module: Invoices. Error : required field not found.
Jira integration, not all statusses seem to be synched
Hi There! A lot of things have changed since we last spoke about the Jira integration. It works so much better and almost in a perfect wat for us. Our setup is as follows: - We link a Desk ticket that needs bugfixing to a ticket in Jira - In Marketplace,
error when answer a ticket
platform error answering a ticket. https://www.loom.com/share/58766e99624c4fffb7f25326720ce87c?sid=bc9ea105-2198-4c69-a471-9fe5bc362cc9
Custom Function Error Handling
Why don't custom functions have error handling? We have a custom function attached to a button that uses sendmail. If this function fails, it fails silently! It would appear that these failures are not recorded anywhere. It also appears that it's not
Adding an Accountant or Bookkeeper to Books
I'm trying give my Accountant access to Books. I've created a new role called Bookkeeper (cloned off the Accountant) and tried to invite the Accountant. It takes me to Zoho One dashboard for Books but it won't let me add the User because I only have one
Leave Vault beta and return to old version
I had made a request to join the vault beta program. But after using it for a while I would like to return to the old version. The beta simply is not working as I had expected. How does someone return to the old version.
Error with Zoho Cal API Search Request
I keep getting an error when running an API request for Zoho Cal in Deluge using the Get Event Through Search. Does anyone have any ideas? Error: {"error":[{"description":"Extra parameter found.","message":"EXTRA_PARAM_FOUND"}]} API DOC: https://www.zoho.com/calendar/help/api/get-event-through-search.html
Mark mails as read when messages are accessed with POP
Is there an option where Zoho Mail would mark mail as read after they were downloaded with POP? Gmail has this settingwhich is very useful if you use a "primary" POP client to fetch mails, and you want downloaded mails to be marked as read.
Recipients cannot load documents sent through Zoho Sign
Hi, I'm hoping someone can help me troubleshoot an issue a couple of our clients seem to be experiencing with documents we send them through Zoho Sign. Some of our clients have reported that the document becomes stuck on a black loading screen. We have
Mark ticket as private inside a public department (activated helpcenter)
Hello, sometimes you work on tasks that should be linked to a customer, but this specific customer should not see the tickets in the portal. Currently, the following cannot be achieved: -> leave the ticket in the department -> keep the link to the contact
Bank Feeds for ICICI have been broken for over 3 weeks
We've been using Zoho for a few years and hoenstly, this is the first time that we're so disappointed in the way things are being handled by your support. It is unfortunate that after having mailed support for over two weeks now, the bank feeds for ICICI
Calculating Mortgage/Loan payments is actually hurting now
Hey @zcrmteam CRM Team and anyone else that might be able to help. I am trying to create a loan repayment calculator in CRM. So far I have wasted days on this! It is a very simple PMT formula in Excel, but it seems to be impossible to recreate in CRM.
Password required before opening a folder
Hello Zoho Mail, I was wondering if you guys have thought of putting up an option to lock with password a certain folder in Zoho Mail? For example, I created a folder for all emails that are very sensitive, like very very sensitive for others to see in our organization. I know that this may be very redundant since we already have a password required when logging in and even have authentication or 2nd factor login option. I hope I am making sense. See attached screenshot. Thank you, Jonathan
New Subscription (Billings) on Account (CRM-module)
Hi, We are new users of Zoho One and I am struggling a little bit with a function. When we have acquired a customer we want to create a subscription via the CRM-module. We have setup the 2-way sync between CRM and Billings and it works fine with most
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