Delivery Status Notification (Failure)
Hello, i have got this message sometimes when i sent an email to my zoho mail account. Address not found Your message wasn't delivered to olivier@********ks.fr because the address couldn't be found or is unable to receive email. Why ? Also, i received
Nott receiving emails
Hello, We randomly stopped receiving emails around 6 hours ago~ However, we can still send them. We have check in the desktop and WebView, and no new emails. Can you check what the issue is, as from what we see everything is in order an nothing was
Zoho Calendar conference Zoom
Hi, is there an integration for Zoho Calendar besides the Zoho Mail ? I mean, when I create an event on Zoho Calendar, when I select Conference, today only shows "Zoho Meeting" and I want to show "Zoom" also. Thanks.
Something like the Linkedin Recruiter 'Hide' Feature
The Linkedin Recruiter 'Hide' Feature is so useful. As you think of different search strings you can hide the candidates you've already looked at (so you don't keep seeing the same candidates as your search parameters change) I have tried different hacks
Set a LookUp field of "Account Name" in "Lead" Stage and preserve the Account asociation when converting to a "Contact"
AS IS: When creating a new lead user is prompted to set Company field and Account field When converting a Lead to a Contact, the Company name is used to create a brand new Account In our use case, we need to set Account field during the Lead process and
Zoho MAIL
Uso Zoho Mail y tengo problemas para que mi correo llegue correctamente a los buzones, se marca como SPAM yo veo que tengo correctamente configurado el SFP, el DKIM, y DMARC, envie correos a soporte pero yo creo que tampoco les llegan por que no he obtenido
Valid simple email addresses getting "The email address is invalid" error
Hi, I tried to send a email to my gmail account which doesn't have any special characters. But I'm getting an error saying So, "The email address is invalid" . how can I get this fixed ?
Setting Child Campaigns
Hello - Do I have to wait until I've launched a campaign to set the correct follow up campaigns (AKA Child campaign/Chain Campaign)? This is our fist time really using this and I want to make sure we have our ducks in a row before we launch.,.. if possible!
Trouble Authenticating
I am moving through the steps to authenticate (after years of our email addresses being authenticated) and am struggling... Please help --- Dear Janese, Your organization's (JanMar Agency) Zoho CRM account currently has users with email addresses connected
Can't receive emails from Facebook
Hi, Unfortunately, I am not receiving any emails from Facebook. I do receive emails that are sent from the contact page on my webshop or Paypal. How can I solve this?
How to deal with pagination?
Hello guys, I am stuck in a problem with pagination. I am building an app that retrieves all the items from Inventory and we have more than 200 items, so the invokeURL has pagination. According the API, the field has_more_pages indicates if there are
Deluge Custom Function - Product_Details wrong data type when parsing back to Purchase Order
Please note I'm not a deluge expert, but I have attempted to tweak a custom function but seem to be having issues with the last operation. Essential the function should do the following: Get the Quote Details Iterate through the Quote Product Details
Customer Log In Times
Is there any way of having access to the last login dates/times for portal users ? I could really do with some idea of when my customers are logging in
Delay in receiving emails
Hi! It's been a few days that we're experiencing some delay in receiving emails on Zoho. We've done a few tests, and messages takes over 30 minutes to be received. Please, we need this to be fixed right away! Sincerely, Gabriel Bini ImobiBrasil Tech Support
How to authenticate my domain?
Hello I am trying to authenticate my domain following the steps given in this url https://www.zoho.com/campaigns/help/settings/how-to-authenticate-domain.html but I cant do it, because our emails are from Office 365 and our domain is in OVH. I have to do it in Office or in OVH? How can I do it? Thank you so much
Zoho People Form Entry to Zoho CRM Module Entry
Hello, I am trying to fill out a form in zoho people and I want that form to then integrate as a crm module entry in my zoho crm. I can do this through flow however I have tabular sections in my people form is there away to have that translate into a
Attachment Lead Mapping
Hi all, I have an attachment field in Leads Module. Is there a way to map this when converting it to Contact Module? It is not showing in the list. Thanks.
How can I incrementally count the number of times a condition gets met in a crm record over time?
Hi. I’d love some help from anyone who can provide it. In my contacts module, I have a single select picklist field called Billing Status which contains multiple options. One of these options is “collections”. I am trying to figure out a way to create
Task Reminder Email customization
Is it possible to customize the REMINDER email that get's sent when a task reminder has been set to send a reminder via email? If so, where? Thanks Peter
What is the API call to create external sharelink for a pdf
Here's my code mp = Map(); mp.put("Accept","application/vnd.api+json"); // Parameters Map externalLinkMap = Map(); externalLinkMap.put("resource_id",resource_id); externalLinkMap.put("link_name","link"); externalLinkMap.put("request_user_data",false);
Copying Subform Data from Lead to Custom Module on Conversion
Hi, I've written a deluge function to create a new module "Merchants" on conversion of a lead. This module will hold data from the lead and will also need to copy data from the subform on the lead "Payment Terminal" to the subform on the new module "Payments_Terminals".
Convert Lead to Deal API Request does not insert URL
Hello, I'm making a request to convert a lead into a deal. The request works well, but the URL I'm passing does not get inserted into the CRM. All the data gets inserted expect of "Link_zum_Kundenvorgang". I proofed the API name and there is no issue
How can i show only text of my content with RSS tags?
Hi, i want to show just the text of my content, im using the tag: $[RI:DESCRIPTION]$ and show the image and text, i just wanna show the text. How can i do that?
Timesheets - Only have access to enter time sheets with login
We want to get timesheets into our projects using Zoho Projects. Our business has 3 program managers that schedule projects, each manager has a couple dozen projects at any given time and dozens of details tracked (milestones) for each project. Each of
CRM
Can you mix user editions ? For example can the internal staff have the Enterprise Edition of CRM and have outside customers use the Professional / standard Edition, just to look at some of the data ????
Adding requests/tickets only by certain user groups
Hi, It would be great if we can allow certain user groups to add requests. In this case not everyone can add a tickets/request. Is this maybe in the roadmap? Regards, Helen
Continuous Failed Import
I have an import that continues to fail. It used to have a data prep step, but I deleted the data prep. Since I deleted the data prep (because it was failing), now the whole report continuously fails to import. I REALLY don't want to have to delete the
Using Zoho Forms & Zoho Inventory? Import All SKU's and Current Stock Level to Zoho Form?
Hey All- Has anyone used Zoho Forms for end of month inventory counting? If so, how did it work? Are you able to upload active SKU's and current stock level into a Zoho Form and then add the counted stock?
Zoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? Attched
Issue in getting PDF of the completed document.
I have created a template. I create and send the document from this template using this API https://sign.zoho.com/api/v1/templates/[Template Id]/createdocument . The API response has document id which I save in a database. Sample response in API documentation:
Zoho Social managing social media paid ads
It would be the greatest feature of this year if Zoho Social add managing social media paid ads
Apple Watch App?
Hello, are there any plans to release an Apple Watch app for the live chat feature? Does it work at all with the watch now - do notifications arrive on the watch that a chat has been initiated? Thanks!
Reports Deleted
Hi Team, I login this morning and saw my Leads Dahsboard showing "View Deleted" on each report. I logged in and checked, Except three reports, each report under "Leads" folder of "Experitest CRM Reports" is deleted. I have like around 15 reports in there. Can you please quickly check what just happened and how can I recover those ? Thanks, Hasan
CRM Potentials - Notes Import
Hello, We are about to import all our customer and order data into Zoho CRM from an old bespoke system based on SQL. One element of that system is an image/snapshot of visual info which cannot be exported any other way. That image needs to be associated
APIv2 and searching on Date fields
With APIv1 I could set search criteria like this: ((Notification_Date:2018-06)) And that would fetch records with a date from that particular month. It doesn't work with APIv2. I tried both: ((Notification_Date:starts_with:2018-06)) And: ((Notification_Date:equals:2018-06)) And it yields no result. Only if I use a full date (e.g.: 2018-06-18) there's a result returned (with both equals and starts_with), but I'd like to search for records in a particular range, so the technique with "2018-06" was
Creating a project with Zoho Flow and with date custom field fails
Hello, I think I found a inconsistency in how Zoho handles dates. Let me explain, as it took me 2 hours to figure out where the roblem lies, and didn't found a solution I'm using a Zoho Flow flow triggered by a Zoho CRM new Deal. The Deal has 2 date fields
store a matrix choice into the crm
Hello, I am building a form with a matrix choice. I have about 10 rows with short text and two columns with a selection. ( Numbers 1 to 6.) Now I want to save this information in CRM (in one field, not into 10 :) ) Which field type can I use for this?
How do you turn off Welcome email in Subscriptions?
When we create a subscription it sends out a welcome email. Is there a way to turn that first email off and only have the Reminder email 30 days prior to the yearly renewal date go out? We know how to turn the Reminder emails on, but we don't know how
Storing 3000+ elements in an array
Hi, I have a very particular use case. I need to store 3000+ throwable domains in an array for a custom function. Use case: whenever a lead is created I want to check if the email provided by the lead is within these domains or not, we have a 3rd party
Count emails sent by specific users
Hello, I am trying to use the Email Report feature in the CRM and I can't get all the emails sent, for example even if I try now to see the emails sent today it shows there aren't any and I tried to send an email and still it won't show
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