Unable to send to from Zoho Mail to Hotmail.
Hi, I am unable to send a mail from Zoho to Hotmail. It bounces back as shown below. That Hotmail address normally receives mails OK. So I believe it's an issue with Zoho. (Note: I have altered the mail addresses in this post with "xxx", for privacy).
My Email is Blocked
Hi, i Need to unblock my Email. I Can´t Unblock It.My Name is Alejandro Rocco, i am the user administrator.
Zoho CRM Field Formula - Not Working
I am trying to create a field so that anytime the related field (Hubspot Source Data) has "Offline Sources" selected, then the formula will return 'No', and return 'Yes' in all other circumstances. Below is my formula, why isn't it working? Any ideas?
Change of company name
Hello, How do I change the name on my email address, I mean the name before the domain name? I even tried adding it as new email but it wants me to verify, but I can't verify because It hasn't been set yet. A quick reply will be much appreciated.
Books API error code 110846
We started receiving the following error when trying to create new sales orders with shipping charges using the api: "code":110846, "message":"Please mention any Shipping/miscellaneous charges as additional line items.” Where did this error come from?
Artikel-Bilder im PNG-Format - Transparenz wird nicht dargestellt
In unseren Artikeln verwenden wir Artikel-Bilder die im PNG-Format hochgeladen wurden. Bisher alles ok. Seit einiger Zeit werden die Bilder in Angebote etc. mit dem bekannten Schwarzen-Hintergrund anstatt der Transparenz dargestellt. Bitte wieder ändern!!
Dashboard sharing filter
Hello, In Analytics I created a dashboard to see KPI's per salesperson. In that dashboard we have different reports created on visits (coming from Creator => "visit report owner"), Deals (coming from CRM => "Deal owner"). Currently I created this dashboard
Announcing ZUG Meet-ups in Jeddah, Cairo, JoBurg & CapeTown - Meet Zoho Mail Experts!
We are excited to announce the User Community initiative to meet you all in person and help you master the Zoho Mail's Admin console. We aim to help you become the experts of the Zoho Mail Admin console. Come and meet us in your own city or in a city
Mail Delivery Status Notification (Delay) - To Zoho Support Email
Hi there, I've received the following delay notification when emailing most email addresses including zoho support email: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE.
Analytics Permalink Data Update Takes 20-30 Minutes On Small Record Set
Hi, I'm attempting to use Analytics Permalinks / Embed urls to deliver some charts and dashboards to a page on our site. My issue is the time it takes for the embeded dashboards to update once the underlying data is changed (either via API, import of
How to buy more mail storage as a Zoho One subscriber?
Dear Zoho Support Team, Our organization is a Zoho One subscriber and has been enjoying the benefits of using the platform for business. However, I have recently encountered some issues with my mailbox being full, and I am in need of additional storage
Fill missing Values in data tables in order to show blank values on report
Greetings I'm working on a report to show employee attendance on meetings (based on time logs from zoho projects), when the employee hasn't attended a meeting (no timelog on task) there should be a blank left on the report on that task's point, but that's
CRM - Dynamic Lookup
I have a custom module that has a lookup to the Account module and a lookup to the Contact module on the main form. On changing the Account lookup, I want the Contact lookup to be cleared and then only enable contacts that are linked to the selected account
CRM Dropdown/Lookup - Set Criteria
I know on Creator you can set criteria for a dropdown or lookup in order to filter it. How can I do this in CRM, as I can't seem to find where I do it. Thanks
Filter Account Lookup based on preivous look up of Parent Account
In accounts module ZOHO CRM provides a parent child relationship capability. I would like to add to Deals module 2 lookups - the first lookup pulling from Accounts (this is easy) and the second look up also pulling from accounts but filtering based on the fist lookup and only displaying accounts that are a child to the value in the first lookup. Can you provide guidance on how to set this up?
Zoho Notebook - Ubuntu 20.04 - Fonts
Hi, when I open the desktop app, the UI shows a different font from the browser. In particular I notice the font is with serif excluding the title. How do I resolve and use a standard font for the app (without serif)? Below I attached a screenshot of
Filter a Lookup
Hi, Is it possible to filter a lookup, I am adding a lookup to a custom module that looks up contacts in the Contacts module but I only want certain Contacts to appear in the list. Thanks Gordon
Showing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the Contact
Filter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookup
SMTP server time outs and slow
Is there an issue with Zoho servers? I am getting a lot of timeouts while receiving and sending email. Even Zoho's web email clients is crashing. This is not something I want to be wasting my time on during business hours..
Industry / NAICS Codes
Hello, I am working on our database Industry information - however we need to have the NAICS code as potentially a dropdown multi-pick. There are a lot of option - significantly more than the 500 option limit currently available. It cannot be a free form
Forever Free - IMAP Restrictions
OK - so I just spent quite a bit of time configuring my DNS for Zoho Mail, only to find out that you don't support IMAP with the Forever Free plan. Are you folks for real?
Lock potential stage
Hello, I would like to lock the potential stage when it reaches a Closed stage (Closed - Won, Closed - Lost or Closed - Cancelled). I don't want to allow my users to reopen a Deal once it is closed. I have created a Blueprint for the Stage field which locks it, but once the Blueprint ended in one of the Closed stages, the field is editable and the user can move the oportunity into any stage. Can this be done? Zoho support was not very helpful (as usual). Thanks, Robert
Lock a Won Deal
Hello, we created a Pipeline with a Blueprint. Once we complete the process and reach the last Stage in the Pipeline (Deal Closed (Won)) I can see that deal in the last stage of the pipeline but since they completed the conditions, once they arrive to
Creating a Rollup Summary Field
Is it possible to have a field from one module to updated another? For example I would like the Account Number from the Accounts Module to equal Account number in the Possibility Field with out rep involvement. $(Possiblities.Account Number) = $(Accounts.Account
Sum Related Records into Parent Record
Hello, I have the below code and am trying to sum the Net Profit into the parent record, however i get this error... Info {"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} Failed to execute function
Custom forecast categories in CRM
Last modified on 21/04/2023: Custom forecast categories are now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 21, 2023, it is rolled out for al Zoho CRM accounts. Find out
Formula Column Assistance
Hi, I have a table with a date column consisting of 365 days. I want to add a column that converts our revenue goal per month to a daily goal and applies it to only the business days of the corresponding month. Thanks in advance!
Forecasting with Analytics?
Hi I'm curious if anyone is using Analytics to do their financial forecasting, taking data from Zoho Invoices, CRM Deals, CRM Forecasts, and Zoho Subscriptions to provide an overall business forecast, or if this is even possible. We currently do a lot
Gestion des clients et des fournisseurs
Chaque entreprise accorde une grande importance à ses données clients et fournisseurs et il est désormais essential d'enregistrer les coordonnées de ces derniers pour créer des transactions rapidement et conclure des affaires. Le module "Clients/ Fournisseurs"de
Roll Up Field in Zoho CRM
Can we add the values of a numeric field of all records of potentials and save the sum in a field in another custom object?
Lock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed won
Duplicating Carousel Slides
Using one of the templates, they use Carousel to showcase testimonials. I like the layout they have used; however, I am unable to recreate it additional slides the same way. Is there a way to 'duplicate' and possibly reorder slides the same way you can
Q - How Track each employee commission expense for a certain period
Is there a good way or best practices so I could track each employee commission expenses. (could check the list and total of commission expense for a particular employee in a certain period of time) and also which invoices and clients that earn him/her such amount
Issue with API worksheet.records.add
Hello I am having an issue with using the method "worksheet.records.add" I am currently getting a 400 error. As a note, I have successfully gotten an access token (and get a new one every time I start a new session) and have successfully been able to
Unable to invite users to a meeting in CRM using Android mobile app
In the CRM mobile app for Android, we can't add other users as invites to a meeting. If you try, you get a "No Users" message and an empty list. This issue started this week, it was not a problem before. It still works fine on the web and in the iOS app
Label + field on same line?
Hi everyone, I'm trying to design a compact form that utilises space efficiently and to do that I am trying to have some fields on the same line as the image below (This on a form I've designed previously): Although I have no idea how I did it, does anyone
Zoho CRM Finance Module - can I show Vendors Bills?
I suspect that the answer is no but thought I'd ask just in case someone had a useful hack. In CRM I can look at Customer records and see all the invoices we've sent them but when I go to the Vendor record I need to see their bills to us, not invoices
How to input all values from a Fetch Record and return to a Multi Line field
Hello Everyone, I'm having an issue I can't understand. This formula is working. The info statement shows me that all the proper records were retrieved and can be returned. for each r in Workout_Tracking[Single_Exercise_field == varSW] { input.test_report_text
Another way to Install Zoho Assist using Intune
Just like to ask if there is another way to deploy Zoho Assist using Intune. Thank you.
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