Unable to send message;Reason: 553 Relaying disallowed.
I am unable to send email after configuring MX record. Help?Integrated CRM Form does not appear in the mask to create a workflow with
I have integrated a form in Creator, that gets the data from the CRM Contacts Module. That works fine now. The Problem: is, that I want now to create a workflow for that, which I currently can't because the Form does not appear in the mask to choose aChanging base currency to USD
Hi there, I'm currently testing zoho to be used in my company. I'm looking to change my base currency to USD as opposed to AUD (currently). what I'm trying to achieve is to setup my company base on Indonesia using USD as base currency. and so far I amWorkDrive access denied!
What is this now again?Managing last contact date for our customers
Hi guys, I have account managers onboard and they're supposed to have regular meetings with our customers due to their tiers and invoice amounts. We have more than 200 customers globally and include 10-15 accounts managers so each account manager isEmail Signature Marketing
I am trying to make an email signature as follows. $[SIG:FNAME]$ $[SIG:LNAME]$ $[SIG:TITLE]$ $[SIG:COMPANY_NAME]$ Phone: (800) 555-1212 Direct/SMS: $[SIG:PHONE]$ Web: $[SIG:COMPANY_WEBSITE]$ Email: $[SIG:EMAIL]$ But, it is not coming out right. It looksSimplifying Payment Collection For Your Business
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshopError for Customizing Reminder (Template) Emails
After customizing a 15minute reminder email for an upcoming webinar, I saved my draft as seen in the screenshot below as the following Template Name. But, after saving this file, it didn't replace the placeholder reminder email, and there's no way toShared Client Logins across portals / One portal for all apps
I'm new to Zoho and trying to find my way around. Most, if not all zoho one apps have a portal. Is there any way to achieve either of the following?: 1. The end client has a single username and a single password they can use across all portals e.g. helpDoes Zoho Writer not merge with Quotes module?
I'm trying to create proposals that will look much nicer than what the HTML can provide. I changed the name of the "Quotes" module to "Proposals" and was hoping to generate proposals using Zoho writer. However, I can only see merge fields for Accounts,GDPR Configuration Options for American Companies
Should single license Zoho One Administrators enable GDPR settings in Zoho CRM as a strategy to comply with California Privacy Law, HIPPA Business Associate Agreements - and emerging privacy laws in their own US state? What are the pros and cons of enablingWe've temporarily disabled the GSTR-2 push option in Zoho Books as GSTN has disabled it.
During GST filing I get the error saying - "temporarily disabled the GSTR-2 push option in Zoho Books as GSTN has disabled it." I am able tocant download attachment in my pc and celphone aplication
cant download attachment in my pc and celphone aplicationCan a Flow with a Delay be simultaneously active for 2 or more records?
Can a Flow with a Delay be simultaneously active for 2 or more records? If the answer is "yes", how many records can be in "delay" status before breaking Zoho?Zoho Telephony Product
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I am using Zoho one trial account, I am trying to add multiple organization in Zoho People but I don't have an option to add that, I see there is way https://www.zoho.com/people/help/adminguide/multiorg.html. is there any restriction in the trial version?How to access subform information for formula in Zoho CRM
Hello! I have data in a subform that I would like to access via a formula in Zoho CRM. The subform data does not show as an option when I try to build the formula. What's the best way to get at the subform data?How can I add single point of contact to multiple accounts?
Hi guys, I would like to add a single contact to multiple accounts. Here's the scenario: I have 2 accounts in my CRM and Desk as well. Such as; Company A and it's sub-company called Company A2 There is only one contact for these both companies. ContactFetch attachment from mail
We receive mail with attachments inf different formats. We would like to automate by fetching these attachments from the mail and store them in Zoho Drive or in a folder that I create. Can we have it done using Work Flow or can any other mechanism beCannot get the Payment Surcharge Option in Zoho Books Sales Order
We are syncing data from CS-Cart to Zoho Books. We are in a situation where we are unable to sync a COD Surcharge option under Sales Order. CS-Cart is having the Surcharge option as shown in the attachment but unfortunately in Zoho Books->Sales ORderSPF VALUE
how to recover my SPF VALUE? Accidentally I skip to set up it on my domain provider. I need to recover it.days of wasted life
working with zoho campaign is frustrating. I have to start a marketing campaign then create many landing pages and each one must have a signup form: for ech form i need to run a Workflow. Knowing that if I use ZOHO FORM, all the people who fill it inMass Delete Contacts By Import?
This is a strange question but here goes: I import a list with 400 people who we consider 'active'. 3 months from now, 100 of those will become 'inactive' and will need to be removed. I have a way to know who those 100 are along with their emails. IsI'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks
I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,Issue While Creating Ticket by custom function
Hi Zoho Community, I'm working on zoho projects and I want automation in projects tasks my point is when someone create issue in project then automatically it should create ticket into Zoho Desk. Here is my custom Fuction code below and error which I'mshare button greyed out
Hi - I am trying to share notes with other registered account holders. I open the note and click on the profile logo and add their email and go to click share but the share button greyed out and will not work. Please help. ThanksZoho books and Invoices and Expenses integration on Zoho one
Zoho Books in Zoho one include expenses but with limited autoscans. Zoho one has Expenses app with unlimited autoscan. Can we integrate Zoho one expenses app with Zoho one books? Also, we have both Books and Invoices apps on Zoho one but when we try toHow to sync Zoho CRM contacts with Mobile Phone when not using Google
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Hi, I am working on trial version of zoho one, I am trying to customize the employee form in zoho people but unable to remove/customize few fields. for example, I don't want few fields like Nick name, Seating location etc., and also customize few fieldsSign and CRM
Hi, New to Zoho and the community. I am setting up the CRM for out company and I was wondering if there is a way once a contract is signed and completed by both parties, that it updates and populates and fields on the DEAL that the signer may have uCan you create relationships BETWEEN contacts within the same module
I am setting up my CRM, and I want to have a way to connect contacts within the same module. Is there a way to do this? If not - how do I decide how to split up contacts to make connections? What are best practices for this? We have clients who needZoho One is not loading in any of my browsers
Hello, I am experiencing a troubleshoot in my Zoho One account. Currently using Chrome and it does load very very slowly and even not loading at all, neither Zoho CRM, Forms, Sprints... I have tried in other two browsers: Firefox and Safari and deleteCreate different contacts with different interest levels
How do I create contacts with different interest levels? Also, how can I set it up such that how frequently the contacts receive emails depends on their interest level? ThanksError deactivating user
Hello, I am getting the below error when I try deactivating a user, I have disabled all the apps assigned to the user except for books/invoice ****Status cannot be changed. The user's credentials are already being used for Integration with Zoho Projects*****A session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation
created a new user, email was generated for them to respond to, they get this A session already exists with a different user, sign-out from the existing session and refresh to continue Error on new user confirmation How can I get them successfullyNew user- What apps should I be looking at?
Hi I want to move from our old fashioned way of managing our photography business and team to Zoho One which I am sure will bring major efficiency to the way we work. Current "High-Level" overview of our business: I have a team of photographers and weWarehouse Valuation Report
Hello Team, 1) I have integrated Zoho inventory in Zoho books. there is inventory valuation summary, is there any chance to get inventory valuation summary for specific warehouses?? 2) i am dealing with 05 different product types, there are 15-20 itemsHow to create a Sales Order by location (split by product) that can be exported into excel
Hi all - I am not sure if i am pushing the capabilities of zoho enterprise but here goes...I would like to save our Sales team building off line quotes and having to re key information that we have each time the customers wants a quote. Our data structure is Parent account, account, contact, site. There are often 1,000s of site at and account level, there can be some cross over of contacts and site contacts but we given them different roles to separate. We delivery different types of consultancyKanban View
We have two different layouts for Deals in ZoHo. When in Kanban view, is there a way to select one of the layouts as the automatic view (rather than it default to "All Layouts" and having to click the drop down box to change between the layouts)?Mass Emailing using Custom Views and Latest Email Status
Suppose one has to send Mass Emails to lets say 50000 Leads. The limit although for that organization is 500 emails per day. How to schedule and send the mass email to those leads over a span of 10 days without resending emails to the same leads again?Next Page
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Zoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which contain
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Python Code: Calling "Deals" API results in 404 Error.
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Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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