Troubleshooting
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 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 ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...