Troubleshooting -CRM
Zoho CRM 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 ...
Zoho CRM Troubleshooting BCC Dropbox
1. I have set the search pattern to "Search for the recipient's email address in Contacts and Leads. If there are no matching records, then do not create any new records" but new records are still being created. A new record will be created if the ...
Zoho CRM Troubleshooting Email Authentication
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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM Customer Support - An Overview
Zoho CRM provides the Customer Support & Service management (Help Desk) features, such as Cases (Trouble tickets), Solutions (Knowledge base), Case Routing & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing ...
Support Access for Zoho CRM
Support access is a secure method of granting a developer or tech support agent temporary access to your Zoho CRM account so that they can diagnose and troubleshoot issues. Support team members with certain roles can thereby access your Zoho CRM ...
Zoho CRM Points to note while updating a field used in a validation rule.
Validation Rules are effective on creating a record manually. However, when fields used in a validation rule (whether primary or secondary) are updated through other ways such as workflow update, and APIs, the field update takes precendence over the ...
Zoho CRM Use Cases for Validation Rules Using Functions
Make detailed description mandatory if specific terms are entered in the field Zylker Tech manufactures electronic assemblies and similar other products. Their manufactured items are outsourced for quality check to a third-party service provider. The ...
Zoho CRM Customizing Record Detail Page Using Canvas
The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...
Zoho CRM 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, ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho 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 ...