New account, receiving email, but can't send
Getting this message when I try to send an email: 550-5.7.0 Mail relay denied [216.52.72.176]. Invalid credentials for relay for\n550-5.7.0 one of the domains in: (as obtained from HELO and MAIL FROM).\n550-5.7.0 Email is being sent from a domain or IP address which isn't registered\n550-5.7.0 in your G Suite account. Please login to your G Suite account and\n550-5.7.0 verify that your sending device IP address has been registered within\n550-5.7.0 the G Suite SMTP Relay Settings. For more information,
Report Grouping
How can I group a report by month based on a date field in the records? The grouping option in reports for a date field only appears to group by that specific day. Not able to group by year, quarter, month, or week, based on a date field?
Suggestions for data migration from old CRM
Looking for recommendations on exporting data from old CRM. The export function in previous CRM leaves out a lot of data that is needed. It only allows for client name address date of birth.. No notes no payment history. Any suggestions on migrating the rest of the data?
Random Error evaluating MAP expression errors
I am hoping someone can assist. I have a number of custom functions which have been produced by a range of Zoho Alliance Partners and one by Zoho itself. The functions work well 97% of the time. However, I experience 3 or 4 instances a day where an app will fail on the basis of "Error evaluating MAP expression" (according to the Zoho CRM log). To me this appears to be a backend Zoho issue, as the coding is correct, as evidenced by the fact that the workflows work well in the vast majority of instances.
QuickBooks Enterprise NOT integrated any longer?
Just got a note that ZoHo CRM is no longer offering integration with QB. Does anyone have another CRM that they utilize effectively with QB? We will not/cannot move off of QB - so we are committed to it, but now we are struggling to make Zoho CRM talk to QB - even though we LOVE Zoho. HELP?
Unable to connect to messaging server - cannot send through Zoho CRM
I am currently getting the following message when I try and send emails from the Zoho CRM: "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Also, at the footer, we are getting messages like "Unable to connect to messaging server.Connecting in 3:21Try Now" Is there a known issue at the moment? I've checked the email settings - it was working yesterday and it seems to have stopped today. Any assistance would be appreciated. Thanks / Stephanie
WebTab passing param
Hi, We're using your WebTab feature to embed our application in Zoho CRM. I have create custom button in deal page passing param and open webview. Is it possible for the WebTabs to append parameter to the link URL? For example something like the following would be perfect: -web view url http://test.com - The user creates a web tab that links to: http://test.com?dealId=$zoho_dealId - When the user clicks the tab the URL is called, except the $zoho_userid part is replaced with the deal ID. Thanx
Removed Potentials - need to get them back
So I was cleaning up old potentials off the list and deleting them, I know the account info and contacts do not get deleted but some that I needed to keep were removed and now I need them back. Where is the ability to restore these potentials out of the trash like in MS Office applications?
Using CRM Plus but Phonebridge is not an option
Hello, I am setting up our CRM Plus to work with Google Voice. I know I need to enable PhoneBridge, but PhoneBridge is not an option under settings setup. I am working under my Admin profile. Can someone please help? Thank you, Chuck
Old vs New Forecasts
Hello, I'm a long term user of Zoho forecasts in another company. I have just setup another company and wish to use the same views within forecasts that provided the Best case and Commit values in the forecast view - it seems this is no longer available and is only accessible via reports??? Please advise? Jon
Any plans for custom module photo/logo additions?
I was wondering if Zoho has any plans to implement a photo/logo similar to that of the Accounts section for custom modules. Any thoughts?
Rename a Lead
I don't seem to be able to edit the name section of a Lead. Can you please assist?
Track new prospect/customer q&a
How do I use Zoho to keep track of the answers to a list of questions we ask every new prospect/customer over the phone?
Managing large volume personalized email campaigns
Hi, Is there a way of managing and scheduling large volume personalized email campaigns in CRM? Thanks, Tim
4600 error issue
I'm getting a 4600 error which I understand is due to improper API call syntax. But I've triple checked every character or my url strong and I cannot find what is amiss. I receive this error only when I try to run an api call for 'potentials' but not for other types, like 'leads'. I get a proper response when I use the exact same url (just switch out the id with a lead-id). String I'm using with a 4600 response: https://crm.zoho.com/crm/private/json/potentials/getRecordById?&authtoken=MYTOKEN&scope=crmapi&id=392848000035264699
DeleteRecords
Hello, I am using the DeleteRecords API call to delete records., But it seems to only delete 1 record at a time. Is there a way to delete more then one record at a time? This is a major hit on the API limit that is imposed. Bob Lozinak Twelve/Three Marketing, Inc.
Email template
HI, My client has created customized templates in the CRM but their signature is missing from the templates. Is it possible to integrate them in the template automatically according to the user? If yes how ?
Tracking locations to help appointments
So our office staff get a call from customers to book site visits. Is there away or any ideas on how to compare their address to upcoming appointments to help us choose the best and most effecient day to visit based on close locations?
How do I import/update accounts but not the name?
I'm trying to move thousands of accounts from Salesforce into Zoho, but because the SF file is so massive I have to do it in phases. What I did first was import 2 million accounts with the Name, DUNS (custom unique field), address, owner, and Salesforce Record ID (custom unique field). That all worked, but now I need to add more details, so the Salesforce Record ID is the primary key, so my new report only has that, plus 10 other custom fields. However I can't import it as it says Account Name
How to see visitor is from?
I would love to know what company is visiting us. This would help with our outbound marketing. internet and from a fixed range of IP's which are public knowledge. There are lots of "lead tracking" / lead forensic analytic products out there but if you had this feature I would sign up today. If you already have this feature I can't seem to find it documented. please suggest me, am new to the here, I have worked with multiple firms. you can check health care solutions video one of my work. Any help
Zoho CRM for charters
Hello, could you please tell me if Zoho CRM could be suitable for running yacht charter business? We need contacts/accounts management and also the possibility to plan boat reservations ? Thank you
events and google sync
So after seeking advice we are experimenting with multipe users and google sync to make our diary clearer. The problem at the moment is that only one user and we set up one way google sync crm to google and the results are that not all events are shown in google. i cannot see a logical reason at present. I have shown some images to explain better.
How to disable chat window ?
Hello All, i would like to disable the chat window from my website. Let me know, how i do that? someone please suggest me, am new to the here, I have worked with multiple firms. you can check Opd management video one of my work. Any help would be appreciated Thank you !
Second Gmail Account
Hi, I am using ZoHo and evaluating long term use but struggeling with the Email Sync. I can only connect one e-mail address to Zoho using G-Mail IMAP but would require to synchronise more inboxes, next to my personal email adress I also need to fetch generic email addresses like sales@.... How can I set up more Gmail accounts to be synchronized to ZoHo CRM?
upload size issue
Can I set file size limit upload fields? very important as in my Application, some users have uploaded monster files, and it wastes a lot of storage space as well as ruins download speeds. am new to the here, I have worked with multiple firms. you can check mobile app video one of my work.
Disable certain Related Lists in Setup?
How can we disable certain related lists from setup? For example, we do not need Products, Quotes, Account opening docs lists in the Contacts module. I'm unable to remove this in setup. Your help is appreciated. Thanks, Saranya
Can I upgrade one acount standard version for my organization
Can I upgrade for only acount to standard version to manage the other free version ? I think it is possible because the Very small sale team in my organization !
Possible to have One Shared Calendar within Zoho... e.g.: To book a meeting room?
Is it possible to have a shared calendar within Zoho without adding another user? Scenario Different users want to book a meeting room. They currently can only add to their own calendars. It makes sense to have one shared calendar so users can book the room and not have two meetings booked at same time. I'm aware that this can be done with gApps which is the workflow we use. It would be great if this is possible within Zoho as we could then push link the potential and pull in all the details automatically.
Zoho CRM API Update records charset
Hi, I am trying to automatically update my phone field in zoho CRM using the API. But I can not get the whole phone number updated. I want to add my phone number with the following format [country code][area code][phonenumber] for example +31 1 234567890 But when I update a record the + char and spaces are not updated so the phonenumber in zoho becomes 311234567890 Can you maybe tell me which charset is used and if it possible to send these kind of characters to a phone field Kind regards Joost Verheijen
Zoho webforms no logo
We are trying to style our webforms and we get Zoho logo on our site and the statement "Zoho does not endorse the contents of this form". How do we remove that? How can we style the forms our self!?
Edited Standard view modules not appearing in Mobile App
Hi, I have edited the Standard module of Opportunity, but the changes are not appearing in the mobile app. Also, I edited the Lead module, standard, yesterday and these changes are not appearing either, so it's not a time delay in updating. Please help Thanks, Nicole
timestamp for lead status change
Dear all, is it possible to view the date (a timestamp) when a lead status changed? Thanks in advance. Best, Alberto
It seems impossible to include Account Name in a report with Contacts and Campaigns!
I have setup a campaign in Zoho CRM and added contacts to it, that we will target. After modifying a field against each contact in the campaign, I now want to create a report to show Account Name, Contact details and status of the campaign field. But Zoho will only let me create a report with Account and Contacts or Campaigns and Contacts but not Accounts, Contacts and Campaign fields. How do I create a report that includes the Account Name as well as Contacts details in a Campaign Report??? Best
Item IDs different in Zoho CRM and Zoho Inventory
I have products synchronised between by X-Cart ECommerce platform and Zoho CRM. I am now planning to push Sales orders from X-Cart to Zoho Inventory. However, it appears that the product id allocated to a product in Zoho CRM seems different to the product id for the same product in Zoho Inventory. This may be because the product was added to Zoho CRM from X-Cart and the same product was imported into Zoho Inventory manually. If I start with a clean system (ie all products removed from Zoho CRM and
Report using the Ipad App?
I am using the Zoho App on my Ipad. Is there a way to pull reports in the App? I'd like to see a list of who all I have sent emails to.
User cannot see emails
My boss has had an ongoing issue for several years now where he cannot view other users emails sent from CRM. He is set up as a Sales Manager and an Administrator. His settings appear to be correct: Zoho Mail: Add On Activated Incoming server: imap.gmail.com Port 993 TLS ticked Outgoing server: smtp.gmail.com Port 465 TLS ticked However if I try to enter his email password in outgoing settings we get "SERVER DISCONNECT' pop up on the screen. I have spoken to many people at Zoho about this in
Please better scheduling
My usual request. As a service company with engineers on the road the office staff organise the appointments. It would be so great if the calendar was colour coded to make appointment type easier. Yes I know that we keep asking and the stock response is no plan and to use multiple accounts for different people. Does anybody have a better plan to aid appointment scheduling.
Scheduling Prospect Calls - Daily Call List?
Hello, I've searched the help section and forum and can't seem to find the answer. How do you schedule multiple prospecting calls and have them show up on a report (tomorrow's calls, this weeks calls, etc.)? I've added a new task under the lead but it doesn't show up as a call when I look at the report. I've change the report view to "tomorrow" but the call isn't listed. In the end I want to view a daily list of prospecting calls. Thanks! Lyle
javascript in webform to populate a field.
It seems zoho still doesn't handle address fields in the deals module (only contact module). So I'd like to use the method I've been using for years on my old system, using javascript to populate the website field with a google maps url. I'm having trouble figuring out the syntax of the new webform. I remodel houses, I don't program javascript very well. Previous webform script section: gmapaddress=document.aptrequest.jobaddress.value.replace(" ","+"); while(gmapaddress.indexOf(" ")!=-1) {gmapaddress=gmapaddress.replace("
Add Email to a Potential?
My company uses Potential's as potential deals we are going to close. The deals can take months to close and require intensive back-and-forth with several people. We'd like to be able to send/receive emails via Outlook and add those emails to the Potential via the Outlook Plugin. Currently I see "Select Module" for Contact and Lead, but not for Potential. We do connect emails to Contacts and would like to continue to do so, but we also want to connect them to Potentials. Other CRMs allow this. This
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