transfer SuperAdmin
I'm currently Superadmin for our CRM but am leaving the company and need to transfer superadmin to another user and remove my account. How do I do this?
Boolean to See if End Date has passed
I'd like to create a Boolean field that checks to make sure a date field value is prior or equal to today and returns true if it is. The business case is to set an Expiration Date and then have a Boolean formula field called Active that checks to make sure the Expiration Date has not arrived/passed. Can anyone help with the formula? Thanks!
Linking GMAIL to ZOHO
Hello all, I am having a lot of difficulties linking GMAIL to my ZOHO account. What I would like is the following: - A copy of all e-mails in my GMAIL account are sent to ZOHO CRM. - ZOHO CRM recognizes the incoming email adress, and links it to the right LEAD. Thanks in advance for your help, P.
Times in App different to PC
Hi there. I have just downloaded the app and all the event times are different in the app and what I have on the PC version. I changed the timezone but it still didn't make a difference. Is it live syncing?
Zoho CRM and Invoice not integrating ALL contacts
I have subscribed for Professional Zoho CRM as well as Invoice but I noticed that despite all effort made to sync them together some contacts are not synchronising. Please help.
I sent a bulk email to my contacts but there is no evidence it went out and no one appears to have received it
Hi. Does anyone know why this might have happened? I sent an email using the 'Mass Email Contacts' function in the Contact module; sent the email using a template that was successfully tested on two individual contacts; and the system said/confirmed it was successful. Does it take time for the emails to go out? Am I being impatient? Also, will it show up in my Zoho mail account as being Sent? Any guidance or feedback will be welcome. Thanks in advance for your help. Matt
Sharing Data with non ZoHo users
I am potential new user for ZoHo and I am trying to understand how I might be able to use this for my company. I am an independent sales company that represents several manufacturers. I would like to allow someone from another company and non ZoHo user or account holder to be able to view only a group (not the whole database) of contacts, potentials and reports. Is this possible? Do they need to create a free account for me to share my contacts with? If they already have a ZoHo account can I
New Zoho Mail app - how to sync calendars?
Hi I just started using the new Zoho mail app (Apple) - great functionality However, when I invite someone to a meeting via the app, it doesn't appear in my Zoho CRM calendar online / website I tried the "sync desktop settings" option in the settings - but with no effect How do I sync these? Thanks Ross
Call all Potentials with specific Lead Source
I'm trying to get my head around the API. I'm attempting to create a simple page where one of our suppliers can see the status of the sales leads they've passed onto us. The basic logic is show all Sales Leads (Potentials) where Prospect Source (Lead Source) = Supplier Name. I've constructed the following but it's still coming back with all records. https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=AUTHTOKEN&scope=crmapi&criteria=(Lead%20Source:Supplier%20Name) Any idea what i'm
Multiple Contact Page Layouts
Is there a way to have multiple page layouts for contacts? For instance if I wanted to have Contact Type A, with it's own set of say 25 custom fields, and then Contact Type B, with it's own set of 25 or so custom fields... is this possible? It seems I can only have one template which means I have to include all 50 custom fields for all contacts, which is not the desired behavior. I know I can create custom modules, or apps... but I can't make those records created be a contact record, which screws
Speed Issues
I am new. I have extensive Salesforce experience. I am trying Zoho because of price. Obviously it is not equal to Salesforce feature wise. However, I find that the features are probably good enough for my project. I imported 589 records last night. Since then the latency issues for every screen are unacceptable. Our project will be handling thousands of records soon. I am concerned after researching the internet that unacceptable speed is an ongoing issue with Zoho. I am using the Enterprise
How do I create a recurring invoice?
We would like to create recurring invoices but I do not have the option anywhere I've looked in Zoho. I've searched the forum and seen suggestions to go to the invoice details, then to recurring invoices, but I cannot find these links. Please help.
What to do once potential sale has been made?
Could someone explain what I can do with my Potentials once they have been won and are closed? I don't want to lose them from the system but can't see how to archive them...
Maintaining Customisation
I currently subscribe to Contacts Manager and have customised fields done. I am thinking of upgrading the CRM Enterprise because of the enhanced features and primarily for the Reports. Can I export/import the contact record data and have the customised field data and emails go across to CRM? I also have emails currently set up with our company email address/signature for users and want to keep without having to redo the set up in Email. Thanks
Zoho PhoneBridge setup
Hello Is IP Phone by Yealink model SIP-T26P supported by ZOHO crm PhoneBridge, and if it is how do i go about setting it up Thank you
Error 4422
Hello, Any query leads to error code 4422. I have been writing some PHP code to get access to some data stored in our Zoho CRM following the Developer API Help pages but I keep getting the error code 4422: There is no data to show, no matter which query I send. My code worked above few days ago, and now dont. I change nothing in it. Can it be connected with new Zoho UI update? There is my code : $url="https://crm.zoho.com/crm/private/xml/Leads/searchRecords?"; $query="authtoken=".$auth."&scope=crmapi&fromIndex=1&toIndex=".$number_of_elements."&criteria=(".$search_marker.":".$search_marker_value.")";
"Sent" Email Status
I have sent few emails to customers who have gmail.com address using zohocrm. We ourselves use google apps. Few of these customers have gmail address. Our welcome emails and "quote request ack" emails are showing "opened" status but emails which contain quote for product are still showing "sent" after two days. Why this would happen and what does this mean? Thanks Sal
Zoho CRM webmerge integration
I am trying to setup an integration with webmerge to automatically generate documents using information from my zoho crm. In order to link the fields to the template, I set up a webhook with URL paramaters for each linked field. The Parameters in standard format are limited to 10 fields. When I append custom parameters to link 5 more fields, those fields are not passing along the information to the merged document. please assist.
Adding user to Zoho CRM with no editing ability
Hello All, I need to add a user to my Zoho CRM account but I only want this user to have viewing privileges. I don't want them to be able to edit or download anything. Is that possible? Thank you, Jack J3D
Chrome with New UI
Hi I am using chrome as my default browser and it's good that it remembers the inputs when I first typed and will save me time from doing it again as most of them are repeated. But when upgraded to new UI, without doing anything to my chrome setting, this feather disappeared. This is very inconvenient for us as when we send out emails I use to have the addresses memorized by chrome and only choose which to use. But now I hv to manually type these out. Can anyone help me out here, this is very important.
Company is transferring CRM to Zoho need a representative
Hello, My name is Chrystal and the business I work for is switching CRM databases and have recently been interested into Zoho. I have gone around to all staff at the location and many have questions and concerns with the transfer and as project lead I am inquiring about this matter and hoping to be in touch with a Zoho Representative that can provide me with an overall better understanding of what the CRM has to offer, answer any and all questions of this business and pretty much make the transition
Company interested in CRM transfer
Hello, My name is Chrystal and the business I work for is switching CRM databases and have recently been interested into Zoho. I have gone around to all staff at the location and many have questions and concerns with the transfer and as project lead I am inquiring about this matter and hoping to be in touch with a Zoho Representative that can provide me with an overall better understanding of what the CRM has to offer, answer any and all questions of this business and pretty much make the transition
view emails from colleagues
Hi, i have setup imap email setting on both my and my colleagues account. Both setups are set to "public viewing" Now on the contact's slide we can both see all the emails exchanged. BUT: I am using the 2016 brand new version of Zoho CRM and my colleague is still using the old version .. he can click on all emails and view/read them. On the other hand I can see all the email exchanged but if I click on of of my colleagues emails it loads for a second and then nothing shows up... is this a bug in
edit a locked field
hi, I want to make new leads and define them as project titles and not as a person. Unfortunately, the name field is locked and seems to be the "main source" when looking for leads. I added a new field for the project title, however, it does not show up when I want to refer to this project. It only refers to the person, which I don't want. How can I "ease the power" of the name field and give it to my project title field?` Thanks a lot for your help, Stephan
Use a csv list of contacts that have opened an email to mass update campaign member status in zoho crm
Hi I've run an email campaign in mailchimp and now I want to update the campaign member status in zoho crm. I can work out how to do it manually using 'mass update campaign member status' but I'd like to be able to import a CSV file that indicates the campaign member status (people who opened or didn't open email). I've read all the notes that I can find on the functionality of the CRM campaigns and it feels like I should be able to do it but I can't work out how. Is this possible? Thanks Nick
CRM APP Questions
HI, I have a few questions about the CRM APP. Firstly, its a great product! Q1. If I send an email via the app, why does it not record it in the CRM as it does when i make a call? Q2. If I send an sms via the app, why does it not record it in the CRM as it does when i make a call? Thanks
Auto populate fields from event module to a potential module
we have professional edition. we create "events" through the potential module and in the Event tab we have 2 plain text fields We have the same 2 text fields in the potential module and would like that once the field is filled in the Event tab it is auto populated in the Potential. Is this possible? The reason for this is that we work mainly in the event tab but once finished we have to make a print out through the potential module as some info can't be "looked up" from the events tab. Thank you
Using Zoho's fields as triggers to mailchimp's mailing lists/workflows
Hi I need to be able to use Zoho CRM's data as triggers to communicate with workflows and mailing lists in Mailchimp. Here we go: So what i have is this, every time a new lead is created in Zoho CRM… it will be synced and added to my “general” mailing list in mailchimp. There are multiple things that will happen from now. If under the lead’s marketing information, a field “online survey done” being set to “false” (They sign up with their name & email but not complete the survey form)… I want to trigger
How to set Hierarchical permissions on the basis of Roles and Profiles in ZOHO CRM?
Hi, I am working on User Permissions and Limitations on the basis of Roles and Profiles in Zoho CRM. I have created three different roles in CRM which are: CEO Manager (Also have sibling i.e. Manager1) Agent (Also may have siblings i.e. Agent1 etc)It will be looked in CRM like: Now I have two requirements. Requirement # 1 A record should be visible to Owner and its Parent role but not to siblings. Like if a record is created by Manager, it should be visible to Manager and CEO but not to Manager1,
How to Reset User Who Didn't Get as Far as Setting up Password
Hello – I have a question I can’t find a solution to online. One of my users was added in March and invitation was emailed but she did not use the link and now it doesn’t work to allow her access. How do I reset and resend her an invitation link? I deactivated and reactivated thinking that might trigger a new invitation email to her but nothing happened so far. I sent this question to support over 5 hrs ago but no response. Is there something in the User section I am missing? Usually there
Issue with Email - Problem Sending Email While Doing IO Operation
We are receiving the following error with email - please fix as soon as possible "Problem Sending Email While Doing IO Operation"
Campaign Autoresponders Not Showing Up in CRM
Please help...
how can a get birthdays of month in date field dd/mm/yyy ?
Hi Zoho Team / Friends In zoho crm, i've imported my contacts, where date are in dd/mm/yyyy format, used in Brazil. In the CRM, i'm trying to classify date field to get birthdays of the month (to send an email and attribute a task to sales team) , but in this way, i can't get that information. It does exist a way to get birthdays of the month in crm, or i'll need to export to another app ? Grateful Marcello Farias Brazil ...
Zoho CRM API Update - Important
We are very happy to announce the GA release of API for Zoho CRM service. Our API is available in XML and JSON formats, which helps the developer community to build applications using their favorite programming language (such as Java, C, C++, PHP, Python etc.). Now we are ready with robust and much better API methods to cater to the needs of real-time deployments. Your valuable contribution towards identifying bugs, coming up with new business scenarios and publishing examples really helped us to
Alert popup
Help! In zoho CRM, we adjust our CRM with new columns in the professionnel zoho licence. I would like to change columns in the alert popup with some of them, is it possible?
Is it possible to have different customer page layout customisations
Hi Can different page templates be made for a contact by type? E.g. say I have a list of contacts but I would like to categorize them into contact type A,B,C. But for each contact type, I would like to store different information using different sections and fields. Is this possible? At the moment you can only have a single contact layout. Thanks Gene
CRM Email
Hi, I use the free version of the CRM and would like to have email replies with the CRM. Is this possible? Thanks
Character limit in inventory template is triggering way to early
Hello. I am working on a custom quote template. The ZoHo warning has started popping up tell me that I have exceeded the 32 000 character limit. However, when I check my work with Microsoft Word I am ay only 7500. What is going on?
Daily Reports
We send a Daily Report with all notes made during the day to our boss. We cannot find a way to set this up with the Business name or Customer name included. Is it possible to have this included in the report?
email
Hi I like to send emails from ZoHo CRM (which works great by the way, however, more font choices would be nice) however, i have not yet been able to have the replies shown in the same CRM page. Is it possible? Or do have have to use the ZoHo email page for all? Paul
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