Troubleshooting
Troubleshooting Settings and Customizations
Personal Settings Why are the dates in my Zoho CRM account visible in a different format? Ensure that the date format in CRM > Personal Settings is configured according to your required format so that all date fields are displayed consistently. To ...
Troubleshooting Webforms
1. If the Submit button in the webform is not working. Check if it works in other browsers. Re-embed the code from Zoho CRM on to the website. Make sure that the Submit functionality attributes are not removed from the source code, i.e.: ...
Troubleshooting Workflows
1. A workflow was not triggered for some records. Confirm the source of the record. Make sure it was not created from the Sheet view or via import. If the record source is API , "trigger["workflow"]" must be included in the API json body. The ...
Troubleshooting Email Templates
1. Product details are not populated in the table created in a template. Product details will only be available if the default product table in the template has been added. If the fields in the Product Details section are added separately, the values ...
Troubleshooting Email Parser
1. The parser email is in the invalid email section. Reason The content in the email doesn't match the content of the parser The content in the email has different spacing or merges the characters in the same line This is the valid format for parser ...
Troubleshooting Mass Emails
1. How can I see how many records are eligible to be sent mass emails? Open the List View, filter the records using the smart filter for "email is not empty", "email is not blocked", "email opt out is not selected". This will give the exact number of ...
Troubleshooting BCC Dropbox
Why are no new records being created after setting the search pattern to create new records if no matching Contacts or leads are found? A new record will only be created if the lead or contact's email address does not exist in any of the following ...
Troubleshooting Email Deliverability
How to fix the error which says "DKIM record missing"? After entering the public key value in you domain settings page, go to https://zohomail.tools/#domainDetails and select TXT. Enter the public key value you generated in CRM and select Lookup. If ...
Troubleshooting Email Relay
1. Why am I getting an authentication failure error? Make sure that the password you entered is correct. To verify the password, log in to your webmail with the same password by typing in the password instead of using auto-fill. Check whether TFA is ...
Troubleshooting Blueprint
1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...
Troubleshooting Module Customization
Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
Troubleshooting Data Import and Export
1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
Troubleshooting Data Backup
1. My scheduled data backup is not ready for download in CRM. What should I do? The screenshot below is the default data backup screen in Zoho CRM and will appear when there is no data backup schedules. The screenshot below shows what the page will ...
Troubleshooting Data Storage
1. My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will ...
Troubleshooting Recycle Bin and Audit Log
1. I have accidentally deleted a large number of records from Zoho CRM and we have used our two monthly free backups. How can I get my data back? If you have deleted those records within the last 60 days, you can retrieve the data from the Recycle ...
Troubleshooting Sales Pipelines
1. I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...
Troubleshooting Zoho Campaigns integration with Zoho CRM
1. Why aren't all of my contacts syncing between Zoho CRM and Campaigns? There can be a few reasons why your Zoho CRM contacts are not syncing in Campaigns. No email address has been entered in your customer account: Double check to ensure there is ...
Troubleshooting Zoho Backstage integration with Zoho CRM
1. Why am I unable to integrate Zoho Backstage with Zoho CRM? By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into your CRM ...
Troubleshooting Zoho CRM integration with Zoho Desk
1. Why am I unable to integrate Zoho Desk with Zoho CRM? Profile/Permission: By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into ...
Troubleshooting integration of Zoho CRM with Zoho Advanced Analytics
1. Why am I unable to integrate Zoho Advanced Analytics with Zoho CRM? Make sure that you have admin privilege before integrating Zoho Analytics with Zoho CRM. The integration of apps from the marketplace requires an administrator to initiate the ...
Troubleshooting IMAP & POP3 Configuration
Password/Basic Authentication Errors (Zoho Mail, Yahoo) During the IMAP/POP3 configuration, there is an error message that says "Authentication Failure for <email id>" or "Invalid credentials" There are multiple reasons why you might see this error: ...
Troubleshooting SalesInbox
Why are some emails not showing up in SalesInbox? There are several reasons emails might not show up in SalesInbox: Folder Mapping: SalesInbox relies on folder mapping between your email account and CRM. If the emails are in folders that haven’t been ...