Attempting to set up GMail "Send as..."
I'm trying to set up "Send as..." in GMail so that I can use GMail to manage my domain account (which is arranged through Zoho) without having to change logins or enter Zoho's website. I want to manage everything from within GMail. However, with these settings, I'm getting an error message: SMTP: mx.zoho.com Port: 587 Username: me@mydomain.com Password: (correct) Secured w/: TLS The error is: Couldn't reach server. Please double-check the server and port number. Has anyone an idea of how to fix this?
module WP with custom post type not working
Hello I'm using the module WP.org to make a flow when a post is created/updated. It works great with "Post", when filter with custom post type it doesn't work anymore My my flow is when a custom post type named "supplier" is updated/created it create/update
How to generate a report with custom fields
Hello, I have created a customs filed at the package and sales order forms. but i cannot find a way to search this fildes in a report. How do i do that please? Thanks, Yonatan.
Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
Pause workflow when customer replies, resume if activated by me.
I am trying to set up my zoho campaigns to pause when a customer replies so they aren't getting more automated responses but if their response isn't the type of response that would make me move them to the next stage I'd want to be able to resume them
【Zoho CRM】ブループリント機能に関するアップデート：並行遷移、複数の遷移の設定
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、ブループリント機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ブループリント機能に関するアップデートのお知らせ：並行遷移/複数の遷移が設定できるようになりました。
Is Zoho Books still the right choice?
Hi Everyone, I've been a loyal Zoho Books and Zoho One customer now for over a decade. I've been frustrated at times, but overall it seemed like a pretty good choice at the time. As the years continue marching on, I'm ready to pull the plug on everything
Zoho Desk - Ticket Reminder
Hello, I wanna create an alert in Zoho Desk that if a ticket is open, notify the ticket owner after the ticket is first assigned. Reminder mail notifications should be sent after 18 hours, 24 hours, 36 hours, and 48 hours. I tried to create an alert according
Importing Bills - Preventing Tax Rate Duplication
Hi All, I have work with QB and Xero, and there is certainly an odd quirk with Zoho Books when you import bills. We somehow manage to create duplicate Tax rates when we import. They are identical and we normal just disable them and move on, but couple
Edit color of offline response message box in Live Chats
I am wondering if it is possible to change the message box color in the "offline response" and other messages for Live Chats. The current grey box does not make it obvious that there is a message displayed and looks like a previous message (see attached)
Downgrading account don't work
Hi! i need to downgrade my account to 12 licenses (i have 18 today). I have inactive all users so we only have 12 but I cant save when I try to downgrade the subscription. Need help before renewal.
Email setup with Cloudflare
Hi all, I’m trying to host a newsletter on Ghost and am new to this. I’ve ChatGPT’d until I can no longer, need help please. I registered icjoe.com with cloudflare and am using Ghost for newsletters. I want to manage auto response emails etc so i got
Fix Message failed: 554 5.1.8 Email Outgoing Blocked
We are running into an issue using our Zoho mailboxes and are getting this error when trying to connect via SMTP: Message failed: 554 5.1.8 Email Outgoing Blocked. We are sending emails to help our applicants get more job interviews and we use Zoho mail
Custom filter with muti select partially working/broken
I have configured a custom filter on my report as <multi select field> does not contain <value from options> OR <multi select field> is null. I have done this through the UI, which leads me to believe such functionality is supported. If I only select
How to get Outlook 365 <--> Bigin to sync two ways
Hi, I'm testing Bigin and the integration with Office 365. If I create a contact in Bigin, it shows up almost immediately in my Outlook contacts with a category "Bigin Contacts - [org ID]." However, it's not working in the other direction. When I add
Redirect to Form populating field based on the report item that called up the form
I have a Report named "All Invoices". I have added an Action button to that report that once clicked redirects to a Form "Worked By" where I select the staff that worked on that invoice. That Form "Worked By" has two fields: - Invoice Number (lookup to Form Invoices); - Staff (lookup to Form Staff); Is there a way to pre-populate the Invoice Number on the Form "Worked By" based on the line item on the Report "All Invoices" that caused it to be opened? Thanks, OV
Integration of Bigin + Google Ads
Hi everyone! I'm new to the Bigin ecosystem and I'm looking for a way to integrate my Google Ads campaigns to the CRM or the forms so I can keep track of which keywords brought us leads. Is there any way to do it? Has anyone done this?
Question to users of Zoho MarketingAutomation with integration of Zoho CRM !
Hello, I'm currently using Zoho CRM inegrated with Zoho Campaigns. So in the Zoho CRM/Campaingn module, I can create a Zoho Campaing email campaign for my Prospects and Contacts. Zoho Campaign powered email campaign directly out of Zoho CRM/Campaign module
The module name already exists, but it doesn't actually exist.
I try to add a new module with the name 'Hotels'. It does not allow me to add the module. It says: This module name already exists. Please enter a different name. So, I go into the Modules list and I search 'Hotels'. A module with the name Hotels does
HTML Editor in Connect Enterprise to populate web tabs with original content
I love web tabs, but it would be great if one might compose a web page that has links to content in Connect - maybe low code tools to drag and drop.
Zoho CRM add-in for Outlook WITHOUT Office 365
Hi, Is it possible to use the Zoho CRM add-in for Outlook WITHOUT having an Office 365 account ? I try to install the add-in from my Zoho CRM account but it redirects me to Office 365 account that I don't have Thank you Cristina
Assign Lead Owner with Gravity Forms
Hello - can we assign leads through a Gravity Form to a specific salesperson/Zoho user based on the state selected in the Gravity Form?
"Copy Link" missing on web?
I see copy link on mobile for a form item, but its not on web?
Embedtoken documents sending
Hi, We have Document Completion setting according to https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/account-settings/sending-options/articles/document-completion But they're not send to users when we are using /embedtoken. Signer recipient doesn't
sheet - copy and paste from excel
can't copy data from excel (Vista, Office 2007)or between zoho sheets joseunit11a
Leads Created Date
Hi All, With a custom function how do I populate a lead record created date/time into a custom field? For new records I have created a workflow with a custom field called 'Creation Date' that auto-populates the custom field based on the execution time.
No PUSH notifications from DESK to Android
Hello, we are testing Zoho Desk but not receiving any PUSH notifications to the Android Zoho Desk app at all...any ideas?
Zoho Desk - Notification on new ticket not firing
We have set up our Zoho Desk and the notification when a ticket is created is not triggering. We have looked in the History of the ticket as well and no log of any notications is shown. We followed this article but still have no luck : https://help.zoho.com/portal/en/kb/desk/for-administrators/help-desk-automation/articles/managing-notification-rules-triggers-in-zoho-desk
Do not receive notification for tickets created from forwarded emails
Hi, I have set up my company support email to forward emails into Zoho from Gmail. This is working correctly, because when I submit issues to the company email, they do appear as tickets in Zoho. I have also set up Zoho to notify the agent and the ticket
Real-time Notification not working?
We are no longer getting real-time notification when new tickets are entered. We need to refresh the webpage. We just noticed this today. We have the paid version, and tickets are primarily entered through SMTP email. Any idea what the issue could b
How to run the connection even if certain step fails?
I have an integration set up between Zoho Forms and Zoho CRM. Some of the fields of Zoho Forms don't have to be filled, and when people don't the integration don't run from beginning to end. I was wondering if I could bypass somehow? See below image
Block/Reporting Spammer companies like Advids
Hello All, I've been battling spammers for a long time. Many servers went down after my complaints. Most of the spammers gave up after a while because the bounce rate increased and they got tired of buying new servers. One of those who have sent spam
Unable to share my notebook to an user who already has an account.
I have 2 mobile phones and 2 different Zoho notebook accounts ( A & B). When I tried to share one note card I created (A) to my another account (B), I got an error message "Receiver is not a Zoho user". But I have already used such receiver's account
How do you format the number field
I have a field in the pipeline where I input numbers. When the number is over a thousand, it is formatted as 1,000. Can you format the field to maintain just number with the comma?
Grouping the data for chart.
Could you please tell me how to add all the Darkness values As a group, I need to Display all the Darkness values as a group and sum of all the percentage values. Please kindly Respond anyone, How can I Achieve this Please Tell me How to all Darkness
Grouping the values in chart
Could you please tell me, How to add all MotorCycle's as a Group
Marketer's space: How to use workflows to engage with contacts based on their past email activities
Hello Marketers, In today's post, we'll learn how to use the email activity workflow component to engage with contacts based on how they've reacted or responded to emails sent to them previously. How does email activity work? Contacts will enter the workflow
Offer link URL for the customer happiness rating as placeholder
Hello all, we want to use the customer happiness rating feature. When you activate this feature you can decide whether you want to include only a link text in the emails or also buttons. Unfortunately, we cannot use buttons because Outlook does not display
Custom apps access for members of external network
How do I make a custom app available to all members of my Zoho Connect EXTERNAL network? I have custom apps enabled and the app is visible to me, as the admin, under the custom apps section in my Connect external network. However, other members can not
Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
We are experiencing unable to send mails. Kindly please fix and unblocked our company account, we are just starting the business a few months ago, Sending an emails to introduce our company profile is the most important. Company emails: info@stylishhomei.com
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