Create E-mail from custom module with lots of data
We have a custom module to capture the specifications for a RFQ to be sent to our vendors. THe module collects a lot of data mostly in check box form. This data is then used to tell vendor the specs for the tool they bid on. Is there or what is the best way to create an e-mail from a module record with this data "already completed" to send the to vendors to bid the RFQ?
visitor adding more fields
Hi, this is for an education CRM. Customers should fill which courses they did previously. So, the point should be a section with "name of the course", "where" and "when". Once filled, if they need it they can click "add more" and the section is duplicated so they could add in there more courses. How could I solve this? Thank you very much!
Autofill Terms and Condition based on List
Hey, we have certain Conditions based on the licence type. As we need to adapt them, depending on many circumstances, we have a "predefined" version, which should appear, as soon as the sales person chooses which licence type the quote is for. So I added a "Licene Type" list. Now, when licence "a" is chosen, the "terms and condition" should be autofilled with a predefined text, but should be editable. When "b" is chosen, is should be another text and so on. How can i do it? BW
Has the API been updated?
I'm using the PHP SDK and yesterday I could successfully lookup a record using the lead's phone number and retrieve the Zoho ID from this record. Today I am running the same code and returning nothing. I thought perhaps there was an issue with my access token, so I renewed it, but still no response. I have a try catch statement wrapped around the call to the searchRecordsByPhone, but even this generates nothing.
Add a field?
I want to add a new field URL to my contact page. When I try I get this error. Maximum field limit reached. Only 15 custom fields can be created for your edition. Please upgrade to Higher Editions, or remove the extra fields and delete them permanently from Unused Fields to create new fields. How do I know which are the custom fields so I can remove one and add the URL field. Thank you. John Gurba courtaccess@gmail.com
Repeat Header on EVERY page
I can't believe that ZOHO does not support this: when we generate invoices that have multiple pages (long product table), we need the header section on EVERY page, in our country this is required from a legal point of view. So how do I solve this in my invoice templates?
How many marketing email can I send through Zoho CRM?
We have three users on our Zoho CRM license. We want to send marketing email from within Zoho CRM to our contact list. What volume can we send and what options are there to increase? Kindest, Jim.
Turning off Email Notifications in Free Version
Hi there I've read other posts about this and the answers given do not seem to apply in the free version of the software that i'm using. Please advise how to turn off the email notifications in free. When I click on the tools graphic in the top right corner, I don't get the option of personal preferences, email, notifications as I've read in other responses. Thanks! Genny
Create a Product/Cases in a Potential
Hi, I need to know if it is possible, With some function it could be done that when a potential is generated, XX products are automatically added to it? or but instead of using products, I could use cases u other solution. I have a company where to each potential that I create, I have to add 10 items that are always the same and that have three fields: start date, end date and status (selection list -> Started and finished) Is it possible to automate this option?
Create function to delete a contact
Hello, We are receiving many spam contacts via website forms integrated with ZOHO CRM. Therefore we want to create a workflow that based in some conditions, the contact is automatically deleted. I have set up a workflow rule with some conditions, but I need the code for the function to automatically remove the contact. Thanks for your help. Best regards,
Ask the Experts #1: 5-hour knowledge exchange marathon on 'all about emails' in Zoho CRM.
Zoho CRM's Community is launching 'Ask the Experts' on 31st August, 2017. Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. Emails in Zoho CRM being one such widely queried topic, will commence the launch of the session, inviting in any related doubts or issues you'd like to discuss. Have trouble with your POP/IMAP config? Emails sent from Zoho CRM are not syncing with ‘Sent items’ in Outlook? Want to create email workflows to notify an
Help us find out where CRM developer training is needed!
Hi there folks, As you might know, we've launched a series of developer training sessions to cover developing custom solutions for Zoho CRM. The first few sessions were held in our Chennai office, and we're now planning to offer them in other cities. So we decided to let you guys help us pick our next location! Fill out the survey below to tell us where you'd like us to offer training: Developer training location preference survey Thanks, Seethalakshmi, Technical trainer, Zoho Marketing.
SMS Texts Module incoming phone number field
We are successfully using the Twilio SMS extension in CRM. In the SMS Texts module there is no field for incoming phone number. If a new lead (not in the CRM) sends us an SMS we are unable to see a reply number. How can we add the incoming number field?
[Feature Request] Nested Workflows
Problem Workflow list can become very long, making it hard to identify what workflows are responsible for which actions Suggestion Nesting or Foldering functionality of workflows Current Workaround Attempting to generate a naming scheme, however this is non-ideal SmallBestOriginalRemove
Unable to process your request. Please verify if the name and value is appropriate for the "email" parameter
We have Mail Add On enabled. We open the Emails tab in Zoho CRM, select an email , then select the CRM tab at the bottom right of the mail preview pane, then select the potentials tab and potentials come up that are connected to the email address of the account, however when we click on 'Associate' next one of the emails, we get a red warning that it was not possible to complete the action, with the message quoted in title: Unable to process your request. Please verify if the name and value is appropriate
Remove Filters
When I view the activity list there is a long list of standard filters down the left hand side but most are irrelevant to me. How can I hide them?
How to show and hide some fields when change in a Pick List?
How to show and hide some fields when change in a Pick List in a custom module?
Sales Signals notification lights up but there are none
The Sales Signal notification icon lights up all the time, but when I click on it, there are no notifications. See the attached image for example. I believe I'm getting a fake sales signal every time I receive an email from a contact in the system. Even though my Sales Signal settings say not to notify me of that event. Any idea why I'm still getting sales signals when I have none? Also, the "Feeds" section is blank as well. So the signals aren't coming from feeds either.
formula problems calculating days between two date fields
Hello, I am having issues calculating days between two custom date fields. SQL and MQL are date fields I created in the Account module. MQL is filled in first, and after a few weeks SQL date is filled. I'm trying to create a formula field that calculates the days in between. With these formulas, I keep running into problems. With this formula, I get a Syntax Error ((${Accounts.SQL}-${Accounts.MQL})/(1000*60*60*24)) With this formula, I don't get an error, but at the account, when I fill the dates
can I change the skype: link to callto: link?
hello, there are many phone applications that gets the call action by callto: link, instead of the skype: can I change it? I am a hosted pbx provider, and a lot of my costumers wants to be able to click to call from CRM, I will recommend them to go with Zoho if it will support callto: links.
Feed usage-- archiving posts in the Feed or somehow hiding ones that are read and no longer relevant
We are using Zoho CRM and trying to figure out how to hide or archive posts on the Feed that have been 'processed'-- meaning-- one person posts a message on a matter saying two other users need to do A and then B--- those two user reply back and ask a question, which gets anwered, all inside the post (great-this is how it should work). Then user A and B complete the item ad that 'Post' or converstaion' is over.....but all that text and messaging stays visable(?) Am I missing some obvious feature
Automatic Address Suggestions
I used to use Xero once you put the number and street it will have the options of choosing the right address, I think you need to work on this. For example, if I have to fill up the postcode for the particular suburb, I need to google the postcode and enter manually. Which is time consuming. Once we put the number and street, the system should be able to suggest address and if we click the right one it should fill automatic suburb, postcode and state. Please explain?
I can't import leads to Zoho CRM!
I try to import only 6000 leads through the XLS file (CSV and XLSX). Zoho always responds: its impossible import more than 25,000 leads. I tested an XLS with 20 records, and Zoho also replied: its impossible import more than 25,000 leads. I am working on a free Zoho account. What's going on?
Import Contact Data with special charakters
How can they (ä ö ü and ß) be imported to be displayed correctly?
How do I change lead status after sending an e-mail manually?
Hi, I'm testing the Zoho CRM at the moment for my business. I'm handling leads but sending them an manual e-mail from with Zoho, when that e-mail has been send, I need the status of the lead to change automatically from "Open Lead" to "
Leads Module with commercials and telemarketing companies
Good morning, I have a problem. I have two telemarketing companies and my own commercials that draw on the records we have in the leads module. I would like to know if there is any option so that each one can only see his records as owner and not see those of other people (commercial or telemarketing) Thanks for your comments, Regards
Different lead types
Hi there, If we have three types of leads. Customers, press and blogs/social media, is there a way to separate them by creating lead types?
What happen when I delete a record?
What happen when I delete a record?
Integrate Cloud PBX System to ZOHO Phonebridge
Hi, How to integrate a cloud PBX system to zoho phonebridge? I would like to use CTC, Call pops & automatic call logging in ZOHO with our PBX Integrations. Can you please share a tutorial link or any document to brief about how to integrate my PBX with ZOHO Phonebridge? We have created one developer account and got Client Id and Client Secret but we stuck on integration part in development. Thanks, Yella
Zoho CRM Community Meetups in UK - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in London, Bristol, Birmingham, Manchester, and Leeds. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions
How to edit scheduled email to any single person without using template
I scheduled an email, a single email, no workflow in action, no template used, just created directly in CRM to one of my lead by clicking : now I realized that there was some issue with the email and I want to edit it, now where can I find that email? I tried everything but was unable to find and edit.
Importing several VCF at once
Hello, I am trying to import several vcf cards at once but I don't see how I can select several. Can you please tel me how to do it ? Regards
Nested IF functions in formula field not working
Hi. I'm trying to make a 'Most Recent Note' field based on a sequence of 'Notes' fields that we'll fill out on a Lead to keep track of activity. I thought I could accomplish this by doing some nested IF functions that checks if the last Notes field is empty, then checks the second to last, and so forth until it finds a field that isn't empty. Once it finds a field that isn't empty it will display the value of that field. Thus it will always show the most recent notes because people will fill them
When to use each lead status in Zoho CRM, I mean, the process?
Hi, I've started using Zoho apps a couple days ago and I have some doubts about how to handle with the lead. These are my doubts: 1. Is there some tutorial to help me how to handle with leads, when to convert to a contact (or a potential lead), I mean, which way I have to follow to know when a lead must becomes an account or when a lead should be closed? 2. What does mean each lead status when prospecting by the phone for example? Actually, I didn't get the difference between "Contact in future",
Is there a place to submit idea requests or feedback for Zoho CRM?
I've been using Zoho CRM for a while now and there's a number of features that I think would improve. Does Zoho CRM have somewhere for its users to submit these suggestions?
Zoho CRM Community Meetups in Poland - Dec' 18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Wroclaw, Warsaw and Gdansk. This December, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns.
Email Filter > Custom Function > Update CRM Record? Possible?
I want to update a CRM record based on a specific match of text in the content of an email. For example, a client signs an Adobe eSign contract, a few certain keyword inside the email trigger a record update. Possible? Any insight or direction I can take to make this happen?
Need to send a notification with custom functions to an assigned email.
So we have created a custom form which assigns a project to each department in the office, I have a field for "Responsible User" which allows a drop down of different employee email addresses. I am attempting to create a custom function which will send an email notification to the "Responsible User" when a task is assigned to them. What would my function look like for this?
Always two digits after the comma
Hi, I use a custom formula field in my quotes, which calculates the grand total multiplied by a factor (e.g. 1.0456). Now I want to show the resulting value of that formula field in my quotes, ALWAYS with TWO digits after the comma. How do I do that?
Link WordPress website to ZohoCRM, using Web-to-Lead
We create websites in WordPress, and also use Zoho CRM. After having lots of issues getting the website to transfer data from our website to ZohoCRM using web-to-lead, we created a plugin to do this, and have released it so everyone can streamline this integration. The plugin uses the Zoho API, so you don't need to muck about generating the web-to-lead forms. There is a graphical set-up in the plugin that allows you to map your website form fields to your Zoho Fields. You'll be up and running in
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