Gmail problem
I have emailed support directly about this but the silence is deafening so thought I'd try here. I don't expect to get a quick response from any Zoho employee (when does Zoho do anything quickly?) but am hoping some other user might have come across this problem and know the solution.
I have a custom button with a custom function. The custom function includes the sendmail function. The custom function works fine - apart from some times. The function sometimes fails if any of the email addresses in the sendmail function are to a gmail account.
I've done extensive testing - executing the custom function via script builder. Using the same record id each time (where one of the email addresses in the sendmail function will be a gmail address), it will run successfully several times in a row and then it will fail. Error message returned is telling me it's due to an invalid email address, which is rubbish because it worked previous time!
It definitely seems to be gmail specific but why is it working sometimes and failing other times??
The other extremely annoying thing I've discovered whilst doing this is that if you send emails using sendmail function they are not recorded anywhere!!! (I have to use a custom function because I need to add cc addresses and you can't do this with email templates!) So there's no record of the sent email anywhere!!!!!
And more worrying still is that whilst searching forum I found several posts indicating that if emails sent via CRM bounce for any reason e.g. email address is wrong then you never get to hear about the bounce!! This one small thing could result in us losing a HUGE amount of potential income!
Here are some of the posts relating to this:
https://help.zoho.com/portal/en/community/topic/unfuckingbelievable
https://help.zoho.com/portal/en/community/topic/customer-did-not-receive-email-sent-out-via-crm
https://help.zoho.com/portal/en/community/topic/rejected-emails-not-being-seen-by-sender
I've spent months getting Zoho ready to go live and the day we do the very first problem we have is not being able to use sendmail function with gmail accounts. We have hundreds of clients and agents with gmail accounts. The whole point of moving to Zoho was so that we could automate a lot of tasks. I'm beginning to wish I hadn't bothered.
It would help a huge amount if there was proper, responsive support! Every time I reach out for support I end up going round in circles getting no where.
Get Started. Write Away!
I have a custom button with a custom function. The custom function includes the sendmail function. The custom function works fine - apart from some times. The function sometimes fails if any of the email addresses in the sendmail function are to a gmail account.
I've done extensive testing - executing the custom function via script builder. Using the same record id each time (where one of the email addresses in the sendmail function will be a gmail address), it will run successfully several times in a row and then it will fail. Error message returned is telling me it's due to an invalid email address, which is rubbish because it worked previous time!
It definitely seems to be gmail specific but why is it working sometimes and failing other times??
The other extremely annoying thing I've discovered whilst doing this is that if you send emails using sendmail function they are not recorded anywhere!!! (I have to use a custom function because I need to add cc addresses and you can't do this with email templates!) So there's no record of the sent email anywhere!!!!!
And more worrying still is that whilst searching forum I found several posts indicating that if emails sent via CRM bounce for any reason e.g. email address is wrong then you never get to hear about the bounce!! This one small thing could result in us losing a HUGE amount of potential income!
Here are some of the posts relating to this:
https://help.zoho.com/portal/en/community/topic/unfuckingbelievable
https://help.zoho.com/portal/en/community/topic/customer-did-not-receive-email-sent-out-via-crm
https://help.zoho.com/portal/en/community/topic/rejected-emails-not-being-seen-by-sender
I've spent months getting Zoho ready to go live and the day we do the very first problem we have is not being able to use sendmail function with gmail accounts. We have hundreds of clients and agents with gmail accounts. The whole point of moving to Zoho was so that we could automate a lot of tasks. I'm beginning to wish I hadn't bothered.
It would help a huge amount if there was proper, responsive support! Every time I reach out for support I end up going round in circles getting no where.
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Sticky Posts
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.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 followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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