HTML for Custom Invoice Notification Not Rendering Properly in Zoho CRM
Hello everyone, I am currently facing an issue while trying to incorporate a custom HTML code for invoice notifications within Zoho CRM. The HTML code is meant to enhance the look and feel of the email, providing a more professional and interactive experience
Deletion of email attachements in crm
Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to each email. i want to keep a record of the email going out , preferably the email itself ( no need for the attachments to be stored ) within the contacts record. It seems that the attachments count towards our storage total. It is the same attachment in hundreds of emails and pushes our storage over its limit. I have no need
filtering by dates
Why does the date filter doesnt work... i am trying to get customer birth dates for current months and i am not able to
Upon import can I skip existing contacts based on my own custom ID instead of the pre-defined Contact ID assigned by Zoho?
I am importing 2 CSV files and need to modify or skip existing contacts based on a parameter we assign at the point of sale. 1. First import will add the contact's contact info including the unique ID assigned at the time of sale 'Site ID' 2. Second import
Introducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
Prepare the data in Excel to Multi-select Pick list Field
Hello! How can I prepare my data into Excel in order to inject the multiple values into a "Multi-select Pick list" Field? I figure that I first insert all the possible values into the Zoho field, and then I prepare the corresponding field into Excel this way: Value1, Value2, Value3 Is this correct? Thank you! François
Upsert API for leads update
Hello, I'm trying to use the Upsert API for leads When i send my lead data a first time to the upsert API, it create correctly the the lead If i send the same request a second time, i get the error "the id given seems to be invalid" When i checlk on the
Location of a parenthesis (which should be correct) causes COQL where clause to fail
This where clause fails queryMap.put({"select_query":"select In_Production, GS_Due, Stage from Production_Orders where (Stage != 'Shipped to Customer' and Stage != 'Delivered to Customer' and Stage != 'At Corporate') limit " + offset + ", 100"}); This
CRM as a database
Hello, I am using ZOHO CRM Contacts as a database of customers. I have another database to create which has common fields with the list of customers. How can I separate the contacts in 2 groups as if they were 2 different databases with one field in
How to set up for both B2C and B2B
I am new to Zoho CRM and I mostly sell to individuals, but I do sell sometimes sell to business. Should I just put the individuals into contacts and the business in accounts, or would this negate some functionality of Zoho CRM. Would I be better off making the individuals name be the name of the account?
Make a call direct from zoho CRM and register call
I have a contact list in CRM and i need to register calls for follow up. I can open the new call window and track the call but how can i actually call the contact (e.g. using skype) direct from the New Call window??
Introducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. By
How to add further levels of product category in Zoho CRM?
In Zoho CRM I have choice of product category. Eg. Software, Hardware, Services. I know I can add more categories. But I would like to add child and grand child categories under each. Eg. Hardware > End user device > Laptop Or Hardware > Server >
Image won't import in mail merge templates
I want to setup a dynamic brochure for printing that contains certain merge fields within the Potentials module of Zoho CRM, using Zoho Writer to generate the brochure. I do this as follows; Select Print Preview in the Potential page Choose a Template
Mail merge data from custom module(s)?
Hi, I've created a custom module in Zoho CRM because my business deals with several types of contacts and the information needed for each category is very different, but one of the things I need to be able to do with each of these modules is mail merge
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Deal Close Date Counter
I have a request from our sales leader to add a field to Deals that would count the # of times a Deal's Closing Date is pushed out, but not count it if the Date is move up. Any thoughts?
Wizard support extended for portals
Dear All, We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards! Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients,
Kanban potentials view
Hi Trying to use the kanban layout on the potentials screen. Firstly it is excellent that ZOHO have implemented this type of view. Although it could be so much better with more columns and smaller cards. However, I can only see four columns and they are
Zoho CRM to Books integration sync fails
Hi all, Our CRM syncs with Books. I have some functions in my CRM which relies on the sync being active. Last week my functions didnt trigger. It turns out - after much investigation - that it was because the sync had failed and wasnt active! I was very
The module name already exists, but it doesn't actually exist.
I try to add a new module with the name 'Hotels'. It does not allow me to add the module. It says: This module name already exists. Please enter a different name. So, I go into the Modules list and I search 'Hotels'. A module with the name Hotels does
Zoho CRM add-in for Outlook WITHOUT Office 365
Hi, Is it possible to use the Zoho CRM add-in for Outlook WITHOUT having an Office 365 account ? I try to install the add-in from my Zoho CRM account but it redirects me to Office 365 account that I don't have Thank you Cristina
Duplicate Leads in 2 Module
Hi All, I have an issue. We use 2 different modules, Cold Lead & prospect Leads. The challenge is that if a lead is already exist in Prospect Lead Module, a user can create another lead with the same details in cold lead module, which itself will be a
Introducing Strategy Influencer for Forecasts in Zoho CRM
[Update | 21 Aug 2024] Strategy Influencer in Forecasts is now available for 10+ user accounts in Enterprise and Ultimate editions. Previously, it was restricted to orgs with 20+ user accounts in Enterprise and Ultimate editions. Hello all, We had earlier
Exciting enhancements to Motivator for Zoho CRM
Dear customers, Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability
pre-defined field customization
I need to use a filter to show the Lead Owner field's values, but CRM isn't letting me do so at the moment. need to filter out lead owner values based on roles. how can I remove the Lead Owner field from my layout?
Form to request further data from Leads/Contacts
Afternoon All, We use a contact form on our website to gather basic contact details from leads, however once they are converted in to contacts we usually need to gather some more background information like full postal address, company name if appropriate,
Funnel Analytics
I want a funnel from "Potential - Qualification" to "Invoice Paid", and show conversion from one stage to the next. Is this correct, or do I need filters for the other three stages? When I use this configuration, I see an improbable 100% conversion from
Sales Trend Dashboard
We use a heavily-customized Deals module. The default Sales Trend dashboard give by Zoho shows the two graphs below. Ours remain unpopulated presumably because we have overlooked using one or more of the Deal-level fields which create this report. What
Old lead data after being converted
Hi, I was wondering what happens to the old data when you convert a lead to a different module that isn't mapped? Is it still there somewhere? Thanks.
is there any limit on creating new rule entry on assignment rule?
Hi, in assignment rule, we can create a new rule entry like this my question is, is there any limit on how much new rule entry I can make? can I make up to 50?
Zoho User Group (ZUG) In-person meetups - India
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Lynk/Synch Zoho CRM TICKETS with Zoho Desk CASES ?
Hi I started a new CRM portal in which I gave permission to users to create and edit their CASES. I also operate Zoho Desk for customer support. All this through Zoho ONE btw I activated the Zoho CRM contact synch from the Marketplace Shouldn't the cases
what is the scope that can give access to all API?
when trying to make a new self client, we need to add scopes like this we often make a mistake since we forget to add a scope. is there any scope that can cover all? because we use zoho CRM for ourself, we are trying to connect Zoho CRM to our own application.
Edit a found set of records in CRM
Hi I imported a large group of contacts to my CRM Leads. But in my personal address book the country is written as UAE. But in CRM the dropdown for country is United Arab Emirates. I can search for the UAE records. But I'm looking for a way to bulk change
Quote/Quoted Products Function Issue
Hi, I have products on the CRM with a picklist field called Status that is set to Published, Draft or Pending Review. Products are added to quotes naturally with the subform Quoted_Items. I want to update a picklist field on the quotes module (called
CRM Canvas Tab Container - Tab Visibility based on User Role/Profile
In CRM Canvas I want to be able to hide a specific tab in the Tab Container based on the Role/Profile of the user. Ex: Administrator vs Standard user. Is this possible to do instead of making a separate Canvas per Role/Profile?
Email through CRM
I am receiving the following error when trying to email through Zoho CRM. Any help would be appreciated. Thanks
can I get converted and uncoverted leads record using one API?
Hi, In reports module, I can get converted and uncoverted leads record using filter like this can I get the same results using one Zoho CRM API / endpoint?
Next Page