Is it possible to search on multiselect pickup field in custom functions?
I have a dealers custom object with a multilselect pickup field containing the zip codes the dealer serves. I need to do search on the field so that I know the dealers serving in a particular zip code.
Skip sending emails for leads with missing parameters
Hi Zoho Team, Is there a way to skip sending emails for leads with any missing data for variables defined in an email template? For example if I don't know the first name of a lead, I don't want to send an email starting: Dear ${Leads.First Name}. Thanks! Robert
Keep existing Exchange server with Zoho mail?
I am being told by my company that ALL email be sent through our own mail server. Is there a way to get the Zoho mail features of when and how often email is opened this way? I am using the outlook plugin to record emails in the CRM but the Zoho mail features are not available this way. Thanks.
column width
I have seen that a lot of people have asked/complained about this issue but noone has answered... Today it has gotten even worse, now it seems that all columns are the same size .... is there a way (now or planned in the future) to bring back the auto-adapt column width??? This is getting very irritating! Thank you
Zoho CRM to Tally Integration
Is there any integration possible from Zoho CRM to Tally ERP? Anyone who can help?
Sales Signal not working
No sales signal (open) for the past few days. I know the customer opened because they responded to the email, even then the Sales signal doesn't confirm the email has been opened.
360 Degree View Question
Hi, we're analyzing Zoho CRM + Support, and the main feature we are looking for in a better CRM is being able to really allow all of our agents to see the full contact history of a customer. A basic overview of our business email and phone setup: Customer Support Email = support@us.com Agent 1 Email = agent1@us.com Phone = 555-444-3333 Agent 2 Email = agent2@us.com Phone = 999-888-7777 Our email is hosted by Google Apps for Business, our phone system is RingCentral. My specific question is this:
Why do past events still show in my open tasks ?
why after an event time has passed, does it still show in my open tasks section ??
Mail merge
Is there a way to do a mail merge with Zoho CRM? I'd like to be able to write a letter to a contact, print it and mail. Many thanks - Diane Darling
email notification on new lead no being sent
This used to work, but stopped a few months ago. I have a workflow set to send an email notification when a new lead is created via a webform or a lead is edited. Same alert - "Create or Edit" When the web form is created, the email to the user is sent but the email notification that the lead was created is NOT sent. If I edit the lead, the email notification IS sent. Is there something else that needs to be done to get the initial create email send.
Show custom related list items in Sales Order Template
Hi Support team, I want to show custom related list in inventory template of type sales order. Is it possible or not. We can show product line related list in templates as table so the same is possible for custom related list to show item all items of related list in table. Regards, Jawad
error in gmail integration
Hi The integration within gmail stopped working (it used to work). Browser is Chrome. This is the text written where usually one creates a lead or contact from within a mail: Unable to retrieve spec for https://gapps.zoho.com/xml/zCRM.xml. HTTP error 504
How do I get tasks in Zoho Projects to show up in Zoho CRM Plus?
How do I get tasks in Zoho Projects to show up in Zoho CRM Plus? CRM Plus and Zoho Projects are connected/integrated, yet project tasks are not showing up in CRM Plus. Thanks, Jeff
assigned activities to accounts are not shown in activity report
Hi, I have assigned activities to accounts, however, when I create a report they are not shown. Only the activities assigned to my leads/opportunities are shown in the report. How can I make appear the activities that do not yet have a particular project name (only assigned to the account) in the same report? Thank you for your help. Best, Stephan
On Home Screen I Need Contacts Name
On the home screen. There are 4 large boxes. I have three created. All open Activities. Scheduled and over due calls and Todays Leads First one All open Activities. The headers are: Subject Activity Type From To Due Date Status Priority. I need the have contact name listed preferable First. Can you help me. John Gurba Courtaccess@gmail.com
Email Settings Missing under Setup - Personal Settings
Hi, Our Email-Tab is no longer to be find (it was there this morning) in our ZOHO-CRM, and Email Settings are Missing under Setup - Personal Settings. Running (old) Enterprise Edition during the past 5-6 years. Thanks!
APR for Android App
Hello, I need API for my App to be Integrated with My zoho CRM.
Activites / Events view panel
Hello, I am having a few issues with the Events panel. 1. in the old version the column width would auto regluate, now with the new one it seems that is has a minimum and max width, can this be changed? 2. I can decide what column to sort by, this is clear. So I usually have is sorted by "from date" and this works fine. But often I have 4-5 jobs in this event and they all have the same date. My problem is the following: I create event "A-100" from 20-24 september later on I create event
Issues facing on Zoho CRM 2016.... Please help
Hi All, In our CRM we are facing several issues after moving in to Zoho CRM 2016. Main issue we found that, in our system we are using several custom made buttons. But now any of these buttons are not working. All these buttons are now appearing as dropdown menu. Another thing is it is not passing any parameter to custom functions. Always we are getting a value of "1". This is happening only Zoho CRM 2016 version. In older version everything was working perfect. But today we found that our older
Are there any gamification plug-ins for ZohoCRM?
Someone on our management team was reading about the gamification of CRM's. We are having a tough time getting our sales team to log all of their activity in Zoho and he was thinking something like this might meet our needs. I looked at the Bunchball and Badgeville websites, but I don't see any mention of ZohoCRM compatibility. Does anyone know of a gamification platform which ties in with ZohoCRM? Thanks...
How can I setup different Lead Layouts that are updated automatically based on the Lead status
Hi there! I need your help with the following setup task: I would like to setup a set of different Lead Layouts including different amount of mandatory fields per status (the hotter the Lead the more mandatory fields are required to be inputted by the user). The workflow action should be linked to the Lead status. By selecting a specific Lead Status, the system should automatically load the designated layout. I have been trying to find an answer to this through youtube or other sources and hope you
Assistance completing our Zoho integration....
We are a Denver/Singapore based luxury destination club startup. We are looking for someone to help us complete our Zoho integration. We have the basics done, but need help customizing and also someone who can provide us ongoing support over the next few months. We are a very tech savvy company, but do not have the bandwidth to get our website ready for launch and setup Zoho. We would welcome the opportunity to speak with someone about possible consulting work.
Account Id and Contact Id Diffrent in CRM and Support . What is the Diff between a case generated in crm and ticket genrated in support
My zoho CRM and support are integrated but when Accounts are extracted through api Same accounts have diffrent ID's . What is the diff b/w ticket in support and case in CRM
Fixing and API error
I'm submitting a Wufoo form via the API and I am getting this in the zohoResponse.log file. The mandatory field is the 'RMA - Customer Name' which is hardcoded into the PHP file and it appears to be passed. Any ideas why it still throws the 4401 error? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Campaigns/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response> <Campaigns><row
Get Records with future closing date
Hi guys I am getting the list of Potentials using Zoho CRM api. The problem is that the list has a lot of records(>1000) and I do not want all of them since most of them are old and closed. I want to filter based on a field "Closing Date" in "yyyy-mm-dd" format, all records whose "Closing Date" is not passed meaning they are still active. I could only find filters with that date(Exp. &criteria=(Closing Date=yyyy-mm-dd) ) but not before/after that date. Below is the link I am using but does not
I would like to format an inventory template
I am creating a proposal pack which includes a mail merge from one module, email templates from another and an inventory template from the quote module. The inventory template is causing me issues as I want to manipulate the data from the quote into the same styling as the other pages. Is there away of extracting the data that comes from the products selection into my own format. I've tried everything, including replicating the field values that the current quote template shows. I would appreciate
Help with custom template
I am looking for some help with the design of custom templates. I am creating, via Zoho CRM a tender doc. This includes a mail merge template from the potentials module, an email template from a customised module and an inventory template from the quote module. Everything is working fine except the inventory template - I want to manipulate the presentation to match the other two templates but, I cannot extract the information other than having the table which looks like an invoice, in the middle.
Reassigning New Activities Tasks to Current View
Hello. Is there a way I can assign new tasks to a current view under Activites? What I'd like to do is have our sales people callback those they previously called but only got voicemail. The original activities were assigned from the leads view, but I don't think I'd be able to assign them new tasks again using the same criteria as the list will also include those they've also talked to. I'm not sure how I could isolate only those they called but got voicemail because they're all listed as done/completed
Getting unable to connect to messaging server
Getting this error today (9/5/2016). I didn't see an actual fix in the previous discussions. Could someone help?
Deleting tasks
How do I delete a task that is no longer relevant. It is not completed, it never happened.
Enquiry Stats not showing
Hi I've noticed that for campaigns sent out using Zoho Campaigns it does not give you the enquiry stats overview in the campaigns module of Zoho CRM. For campaigns not linked to Zoho Campaigns, you get a very helpful stats section that automatically gives you a total of how many enquiries and how much revenue are attributed to that campaign. This is very useful when I'm looking to report on the performance of my campaigns. However, if a campaign has been sent out using Zoho Campaigns, Zoho CRM only
Power Dialer for Zoho that works with iPhone
Does anyone of a power dialer that works for Zoho and iPhone. Hoping to use my iphone somehow has my phone whether at my desk or in my car on the road. If anyone has any suggestions that would be great. It's just me that would be using it. Not a big user system needed.
Automations based on 'Business Days'
The organisation to specify the 'Business Days" in the CRM settings (say for example Monday-Friday) And then the ability to create automations based on this. For example: Send a follow up email 3 Business Days after a quote has been sent. Any takers?
Custom Button Auto Fill on New Page
Hi, I have added two forms from my Zoho Creator account to Zoho CRM. The Creator reports have data that would be directly related to contacts in CRM. I want to create buttons for the contact View pages that would open the a link to one of the forms, and use the contact's email to populate the email search field on the report page when it opens. Would this be a possibility? And could you point me in the right direction? Thanks
Quotes attached to deals
If I create a quote from from the Deal view it is not listed in the view. It can only be found if you look at either the Quotes tab or by view the Account. Is this the expected behaviour? Is there anyway of viewing the quote in the Deal view? Thanks in advance
Frequency of sync, ZohoCRM and Reports
Hi, When setting up the sync between ZohoCRM and ZohoReports you only have the option to synchonise once per day. Is there anyway of increasing the frequency. Waiting 24 hours to get accurate reports is a long time, especially when preparing for planning meetings etc. Any other options?
API insert data from company partner
Hello I need to give a permission to our company parter which will provide us with new leads. I planned just to create user for them and than with specific permisisions so they can generate token for them and by using zoho api insert data related to leads. But I need to be sure that they can only insert data through api but not fetch data, so they provide their leads but can't touch our's leads. How can I do that in zoho crm?
Managing profiles gets easier with these enhancements!
The Profile Permissions page in Zoho CRM has been redesigned to give you a hassle free experience in managing user profiles. A major improvement is that the page is organized better by grouping permissions according to the order of modules and Setup categories in CRM. This enables you to find that specific permission you want easily. Besides better grouping, the enhancements include an instant auto-save feature as well as dependency in permissions. This post will give you an overview of the major
Pick list formula
Hello, I'm currently trying to build a simple formula, when I pick an option from a pick list menu, to link it with the corresponding price. An example would be I pick Hot Desk and it gives me price of 199. The formula looks like this: If(Contains(${Potentials and Members.Type}'Hot Desk'),'199',0). I was wondering if anyone can help me. Thank you very much.
ZOHO CRM keeps logging me out after 1-2 minutes
is anyone experiencing this? Using chrome and it started happening on 9/24/2016. i have turned off all extensions but it is still occurring.
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