address fields
my customers often have contacts where they are located at a different address that is on the accounts module. sometimes I will need to export the address to do a mail merge for posting out printed material. How can I ensure that I am setting up our new crm correctly?
Sending email from CRM can't look up CRM USERS to add to the email
When I send an email direct from the CRM to a lead or contact, sometimes I want to copy in someone else from my company. Everyone from my company is a CRM user. However, in the email To, cc and bcc fields, the CRM doesn't recognise USER names when I type them in the To, cc or bcc fields. (Yes, I can type out their email addresses, but it would be better if I could just select them to avoid typos etc.) I understand that the CRM email function is limited, however, is there a way to look up USERS' email
Zoho CRM Custom function. The system has encountered an unexpected error and was unable to complete your request. Please try again later.
Getting The system has encountered an unexpected error and was unable to complete your request. Please try again later.when I try to go to setup->workflow->custom function.
problem api sales orders
url = https://crm.zoho.com/crm/private/xml/SalesOrders/insertRecords?authtoken= token &scope=crmapi&newFormat=1&xmlData= <SalesOrders> <row no="1"> <FL val="Subject">contratto</FL> <FL val="Due Date">30 - 11 -2017</FL> <FL val="Sub Total">890.00</FL> <FL val="Grand Total">890.00</FL> <FL val="Billing Street">test</FL> <FL val="Shipping Street">test</FL> <FL val="Billing City">test</FL> <FL val="Shipping City">test</FL> <FL val="Billing State">test</FL> <FL val="Shipping State">test</FL> <FL val="Billing
Associating a Contact with a Task
Most of my Accounts have only one Contact. Thus, it would be nice if when entering a Task, that the Contact automatically associated with the Task. Is this possible? Thanks
Zoho PhoneBridge
The Zoho Phonebridge add-on suddenly stops working or crashes. I have to start it manually every day, how should I resolve this issue?
When I add a Notes in "Cases", it doesn't show up under Contacts
When I add a note under "Cases", it's not showing up under "Contact". If I add a note to "Deal", that note would show up under "Contact". I want the same thing to happen with my notes from Cases.
"visit" tab in CRM : no possibility to see the contact in list mode
Hello, in CRM (when salesIq is activated) the VISIT tab do not allow to pickup "contact" in order to see it in list mode... it should be very helpful and easy to add it as we can see it in "form" mode. thanks nono
Anyway to make "Subject" field non-mandatory?
Hi, I love ZOHO CRM! Keep up the great work! Is there any way to make the Subject field in (say Sales Order, Event etc) non-mandatory? I do not understand th logic behind it. It's not a unique field. If it isn't a unique field, it is possible that after some time you'll end up with multiple records having the same Subject. In any case, why should a Subject be a mandatory field in a Sales Order or Invoice etc.? I have tried to turn this off but I can't. Am I missing something? Thanks, Kenneth
Keep getting logged out from zoho crm
I keep, randomly getting logged out from zoho crm. I will be working in the crm and then go to a different window and go back to the crm and i will get logged out. I tried clearing my cache and cookies but it hasnt fixed the problem.
Link calls with contact in Zoho CRM
down votefavorite I am trying to link a call with a contact to log call history. I am using the xml below. But the response is 4500 Problem occured while processing the request <Calls>
<row no="1">
<FL val="SMOWNERID">2145559000000117005</FL>
<FL val="Subject">Sales campaign</FL>
<FL val="Call Type">Outbound</FL>
<FL val="Call Purpose">Prospecting</FL>
<FL val="CONTACTID">2145559000000117005</FL>
<FL val="SEID">2145559000000117005</FL>
<FL val="SEMODULE">Contacts</FL>
<FL val="Call Start
Unable to access Standard Lead Layout
Hello, I was in the process of creating a new lead layout and working with the standard layout. I somehow managed to remove Administrator access to the Standard layout and have no way to access it anymore. When I attempt to create a new lead layout, I get the error message, "Unable to Process Request". Any thoughts on how to restore access the standard layout?
Layout of fields when creating a task within an Account
When a Task is created when not in an Account, all the fields are shown (including Contact, Repeat, etc). However, when I try to add a Task from within an Account, the entry form is split into two pages. Is there a way to adjust this so that all the fields are shown on one page, or at least that I can show my preferred fields on the first page of the in put screen? Thanks
Dúvida sobre a nova versão - ZORO --- Doubt about the new version - ZORO
Bom Dia Tudo bem? Gostaria de saber se na version Nova do ZORO NÃO TEMOS uma Opção de visualizar Nossas contatos e Empresas em excel online? Por Que a Versão Antiga TEMOS ESSA Opção e Facilita Muito meu Trabalho e Acredito Que de MUITOS. Me refiro da Opção Abaixo; Caso Quiser me responder por e-mail operacional@assespro-sp.org.br Bom Dia está tudo bem
Eu gostaria de saber se na nova versão de ZORO NÃO TEMOS uma opção de exibição nossas empresas e empresas em excel online?
Por que uma versão
Custom Domain feature in CRM
Custom Domain feature in CRM
When I add a Notes in "Cases", it doesn't show up under Contacts
If I add a note under "Deals", the note shows up in Contacts. But if I add a note under "Cases", it does not show up. Is there a setting I can configure to make this happen? I want to be able to take notes in Cases and see them under Contacts (without digging into cases).
Monitoring Salesman's calendar/calls
We are thinking about Zoho CRM, but I can not locate an answer to this question? If I implement national territory management, I want to have the ability to view all salesmen's calendar to see the calls they are making, when that are, and the outcome. Is there an easy way to do this? We are interested in doing this as a way to monitor performance vs. sales....?
Flexible Product Templates
Hey all, I'm actually working on a solution to capture our different products in the products module. A big problem is that we have different product groups with different product details. I'm thinking of the following steps to add a new product: 1. choose the product group (drop dowm selection in the section "general") 2. the individal product fields of the chosen product group are now shown in the template 3. fill the fields with the product information 4. save Is it possible to realize that with
Call center automatic system
I Activate the integration between zoho crm and twilio and I want to be able to give zoho CSV file off clients numbers and it do the calls for me when some one answer transfare it to one of the zoho users who is available can I bulid that. I think the twilio system service me with all api I need . Advice me with best way . thanks . Note: I have knowledge in php programming
Creating Custom Contacts List
As background, I'm looking to send a direct mail piece to a hand full of contacts. How do I search, select and create custom contacts list?
Overdue Task reminders
Hello, Need some advice.. In order to make sure tasks are not getting consistently missed, we need to have efficient reminders in place. I understand that you will get a reminder when a task is due, but I do not see reminders each day after. I thought about creating a Scheduled report that sends individual users a daily report of their overdue tasks. Would you recommend any other methods to ensure overdue tasks do not go unnoticed or should I proceed with this method? Thank you, Trevor
Error - Delivery Options
Good afternoon, my name is Barbara. I would like to talk about an error thats is occurring while I try to fill the post office mode (in Brazil, we call "modo de entrega" you can try to translate if you does not understand). The option is selected and saved, but it does not appear in the final document. We need some help to solve this, because we've tried all the options and buttons and it did not work.
Reording links
I just started using the custom links ability, and love it. However, now that I have created a few, would like to be able to reorder how they are displayed. Is this possible? If not, please add such an ability. Thank you
What is an "upcoming action" in the Timeline?
I can't ever seem to get it to show an action, even when future tasks are scheduled, so please clarify what should be displayed. Thanks
Deleting a note from mobile app
Is it possible to delete a note from the mobile app? I see the ability to edit a note, but doesn't seem to be a delete option, which would be very helpful. Please advise. Thanks
Automation-Workflow
1.For Schedule action where do we finds upcoming actions?? 2. On zoho crm help document the following things are mentioned : You can schedule the actions to be triggered based on the Rule Trigger Date, record Created Time, record Modified Time as well as other time or date fields in the module. You can see the list of scheduled actions for individual records under "Upcoming Actions". But we do not find the same thing for schedule action???? how it is possible to find all those details?
How to declare the function "break", as finish a loop in for each ?
Hello people, i schedule a function that makes a loop use For each but as find value, take the data and the insert in a module. i would to know, how to declare the sentencece "Break". Regards
Looks like there is something not quite correct with the address copy function in "Contacts".
Hello, I completed a "Lead" view and converted it to a "Contact" and "Account". In "Account", I tried to copy the Billing details to the Shipping details. It kind of worked but not completely! The first two lines do not copy across and the drop-down box is persistent and floats over the page view subsequently. Please see the attachment of an example of the problem. Am I doing something wrong? Regards, Jenny
Creating custom function
Hi I am trying to create a custom function whereby when a workflow rule is executed, two fields are cleared as part of the rule. The fields types that need to be cleared are as follows; Lookup (specific contact name cleared out) Multi Line (Small) (clearing specific text) These are fields I have created in the Leads Module Help would be appreciated Neil
Autofilling a module name
I created a module "New Module "and would like to autofill the name to read: New Module Name= Account Name_Contact Name_Potential Name I would like to accomplish this by having the name autotfill once I select the Account Name via Account lookup field in New Module Contact Name via Contact lookup field in New Module Potential Name via Potential lookup field in New Module I have a workflow rule setup to autofill the name but it will not let the autofill trigger. When I create a "New Module" and
Custom function to track how many emails have been sent?
Is there a way to create a custom function that will track how many emails have been sent to a client? Our over all goal is to have a "Lead Workage" field in the lead layout that populates how many phone calls & emails have been sent.
Google blocking my CRM webforms
I have been using Google search console to check blocked resources. All our webforms are created in Zoho CRM which are being blocked by Google. Infact the site https://crm.zoho.com has been blocked. Anyone downloading our forms have to try and find them in their junk mail if they do manage to get through. The solution from Google is to upload the HTML verification file to https://crm.zoho.com/ which will unblock the resource. Can you give your thoughts and solution so our downloadable resources can
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Updating a counter - help automating this
When a field in our custom module Patients is updated with a certain value, I need a separate field (a counter) increased by 1. I haven't automated this yet. I figure this is fairly easy to do. Can someone walk me through it?
Is there a way to add a collaborator to a contact or deal in the CRM?
Hello, In our office we often help one another out and collaborate on deals. In our current CRM there is a feature to add a collaborator or collaborators to the contact or deal records. Does this feature exist in Zoho CRM? If not, are there any plans to release this feature in the future?
Displaying field data in different font than the field name
I have some modules with quite a few fields, including some multi line field types and am noticing that it is not always easy to distinguish the field data from the field name since the font size, color and type for the data is the same as the field name. This is especially noticeable when the field is a mutiline field and the data is shown direclty below the field name. Is there a way to have the field data show up in a different font - perhaps in bold, or a different color or size? It may sound
CRM with Campaigns
Is there a way to add the Mail List or Lists for Leads or Contacts in the CRM when creating the Lead or Contact? This would save alot of duplicate information and also allow us to sync the contact much easier. Thanks Darren
Set User Permissions
Is there any way to set user permissions as follows 1) Allow specific users to duplicate reports but can't edit them 2) Allow specific users to access only those leads, accounts and contacts to which they are assigned Thanks
Contact information displayed under Account details
Hi When a contact is displayed on the main profile of an account it displays their name,email and phone number. I want to display their department/role in this area to allow quick identification of the correct person to contact under the account. I can customise the contact's 'business card details' to include this but it is not transferred through to display under the account. How can i customise this view on the account view? Cat
Problemas para configurar crm
Hola buenos días, espero puedan ayudarme, tengo un formulario de crm que cuando lo incrusto en mi pagina a través de un iframe funciona bien pero no puedo extraer los datos para colocarlos en mi base de datos asi que, lo coloco directamente en mi pagina pero entonces no envía el correo. Estaré atenta a su respuesta Muchas Gracias.
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