Adding <<Contacts_Notes>> Field to merged Doc
I've created a merged Word doc to print a Work Order for my tech dept. Every field merges except the "Contact Note" field. I've physically copied the notes from ACT! v11 and pasted them into Zoho's Contact Note field. Can the Contact Note field be merged into a Word doc?
How to Delete a Group in Feeds
Hello. How do I delete group in the Feeds module? In addition, if I set up auto-follow rules, do the rules work within a group or is this for everything?
Displaying only MY tasks
I am the owner of the company and one of the administrators on the account. But I do not want to see EVERYONE'S tasks. How can I change settings to show only my tasks, leads, etc?
Quote issue - URGENT
see attached. currency CNY. pretty impossible to edit line of offer in quotes, after a quote is created Same appears whatever the language of interface : english, chinese, french... Please fix it. Best regards Daniel Rivalin
ZOHO CRM lacks basic CRM function...unbelievable...
ZOHO CRM is crap...here is why...#1. in/out emails are not saved to a contacts record...basic CRM101 - heck one of the top 5 reasons to have a CRM. #2. zoho.com email is snagged by most spam filters so only a small percentage of your emails will get through...it's a huge pita...most CRM's let you use your mail server...ZOHO grabs it and sends it through the zoho mail server which in the past allowed spaming so it got blacklisted so that means your emails will not go through... - basic 101 CRM features
Notification of record owner when notes are added
Hi, Is there some way to notify the record owner of lets a potential or contact when notes are made by other users? Lets say Contact A is owned by Staff B. Contact A then calls the company and staff C picks up the phone. Staff C answeres the questions that Contact A and add a note in the CRM regarding the phone call. Since the potential is owned by Staff B this person should know about the conversation in order to keep in the loop and do the needed follow up. Is there are way - other than manually
Issuing alerts associated with Notes
Is there any way to create a workflow rule that issues an alert when a Note associated with a Potential, Account or Lead is created or modified? From what I can see, Notes are the primary document used to for Client Visit reports but I can't figure out how to disseminate that information through the sales organization. So far I have only been able to generate alerts associated with changes to the core data for the Potential, Account or Lead. Any suggestions would be most welcome.
Is it possible to email notes to people outside of zoho?
I would like to email notes that are made on leads and accounts to people who are not in zoho. Is that possible?
Introducing the Zoho Social - CRM Integration: Measure revenue generated from your social media marketing efforts
My name is Meera and I'm a Product Manager for Zoho Social, an all-in-one social media management tool that helps businesses grow their presence across social networks. If you haven't tried Zoho Social yet, here's a brief rundown on the features: You can publish and schedule content across social networks, monitor what matters to your business and get access to reports that help you understand and engage your audience better. You can manage multiple brands, work with a team, and use Zoho Social
creating a task
hi when creating a task, is it possible to have more than one owner. i want everyone to see it. and i also want an email sent to all users if a task is created.
Idea - Lists (Accounts, Contacts, Etc.) Alphabetic Selection Links
I just wanted to express that I think it would make more sense to have the A through Z links available at the TOP of the page instead of the BOTTOM. When I select "Accounts" being able to quickly select the letter would be more ergonomic than always being required to scoll to the bottom to make the selection, particularly on a laptop with reduced vertical screen area. This would apply to all categories that have multipage storage. For what its worth...
Delay in Receiving Emails
Hi there We have a form on our website When this form submitted the emails are not arriving to my inbox for quite sometime, over 24hours in some cases. We have tested to a Non Zoho account and the email arrived within seconds of submitting the form. Leads/Contacts are being generated in the CRM, just not email to notify us of these new leads. Could you please help us figure out why this is happening?
How to use Zoho API from excel sheet using Macro written in VBA?
Hi, I am working on a large data. And Zoho crm is not allowing me to do my work as there are some limitations of Deluge script execution lines. So I am using MS Excel to get my task done. Here I am using Macro, in which I want to delete records from excel sheet by using Zoho API. The code that I am using is: ------------------------------------------- Sub DeleteRecords() Dim XMLHTTP Set XMLHTTP = CreateObject("MSXML2.XMLHTTP.6.0") Dim parameters As String parameters = "?authtoken=<AUTHToken>&scope=crmapi&id=<RECORD
Activity Report with Notes
I'd like to get a daily/weekly that shows activities accomplished and the notes. this will allow me to track sales calls and their results for employees. Presently, I can't figure how to tell if anything was done, even if notes were taken. Ideas? Thanks, Jamie
Importing Accounts
The 'Next' Button on the Import Accounts page is not working.
Importing Accounts
I am tring to import groups of contacts. It has been working fine but all of a sudden the next button on the Import Accounts page has stopped responding. Any one help?
Multi - page print out
Dear Zoho worker, Need assistant on setting up a form. currently when printing our invoice, i need to include a shipping mark to buyer per each item. And, with only a single product, I can do this, but with more than one production, it won't work because the printout only prints the 1st production found, can there be a way to fix this. attached the HTML for your review. ${companyLogo} ${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country} Tel:${Organization.Phone}
Editing estimates in CRM accounts
PLEASE HELP!!! URGENT When editing estimate in CRM clients account, when saving "Error saving this..." appears.
Importing contact email alongwith potentials data
Hi, I am trying to import only Potentials information at this stage (using a csv file) into CRM. I want to use only the Potentials section of the CRM. When I import, I want to add contact details (name, email) from within Potentials. (Need to add this info, since I wish to send bulk emails to them). Is there a way to add the contact info directly through my potentials import? Regards, Vish.
Zoho CRM sales person to see only his leads
Hi Dear friends, I have few sales persons, and i want both of them to use the CRM but not to see others leads or potentials. Only the Admin user, myself, could see all of the pipeline.. Can someone advice if this capability is available on ZOHO CRM? thanks a lot in advance!! Ronen.
Blast emails
How do you set up blast emails so that the recipient list does not show?
Total Invoice Dont Show
Hi, I was create a template to export invoices and all ok, but today i want to add another row to display something more and when i export to PDF Total Invoice dont show doesn't show. I put correctly the paragrams {total.invoice} like template creator. This bug is really annoying, how i can resolve it ? U know about this bug ? Thanks a lot.
Maha Harish - Pls help
Dear Maha, I think there's a mistake here as I am keep receiving replies from you to all of the feeds you replied to. Can you look into this and let me know how to fix this. Hi keithso, Maha Harish has responded to "How to Create CustomModule Records Potentials & Account Lookup via API?" Hi Andreas, Please confirm whether you want to create a new Custom Module record and associate to an existing Potential in a custom lookup field. If yes, you need to specify the exact Custom Field Label(ex
Custom Lookup Field with additional filter
Hi Zoho Support team, I like to add a new lookup field to the Potentials module, Lookup type Account. This works fine basically, however, I want to lookup only for Accounts of a defined account type here. Is it possible to add a pre-defined filter criteria to lookup fields? Thanks in advance.
Where is the best module to schedule tasks for projects/opportunities
If you have multiple opportunities for one contact in CRM, is it best to schedule tasks relating to that opportunity from the CONTACT module or the specific OPPORTUNITY module. Or does it not make a difference? Thanks. Michael Hudson
How to Create CustomModule Records Potentials & Account Lookup via API?
Hi all, I'm using the CRM and trying to create a new record in CustomModule1 via API. The two lookup fields (Potentials & Account) in the new record should be filled during this create. Zoho support adviced the following method: You can refer the code below . You just have to replace your own auth token and potential id. Make sure you enter the custom look up field name in place of Potential_ID . <CustomModule> <row no="1"> <FL val="CustomModule1 Name">Test Record</FL> <FL val="Potentials_ID">1201542000003472439</FL>
More details in insertRecords response
Hello, I have a question about insertRecords method. Is is possible to get more data in response ? At the moment i receive: ID, Created Time, Modified Time, Created By and Modified By. I would be great to get additionally for example email of added/ updated Contact/Lead. Is it possible?
Workflow not working please help
Please help me - I have a workflow that I use to update a field account type to Deal when an opportunity is created. I want to add in = if the campaign source is + customer add on, or contains prospecting to not activate. Can anyone tell me what is wrong here? I have tried it a few ways and it is not working. Please help. I have tried to use each campaign source on one line each with or that didn't work either. Please anyone suggestions. Leah Edwards
How do I add an Existing Separate Zoho CRM User to my Zoho CRM Subscription?
How do I add an Existing Separate Zoho CRM User to my Zoho CRM Subscription?
Can't add users
I am trying to add a new user to manage the CRM with me. I want to users * permissions. Then when I click on "add user" nothing happens - the button doesnt do anything.
Related List added but not adding data
I added related list form from Zoho Creater Apps Then I tried to add a record.I clicked on [Submit]. I received a message saying Data Added Successfully. However, the data was not added and Project Activity states No Records found.
have updated custom fields from contacts to account and viceversa
Hello I created some custom fields (type: single line) in the Lead module in order to have them even in the Account and Contacts module after convertion. If I need to modify the content of those fields and would be good that the changes in one "field", say in the Account module, can be automatically updated in the connected field in the Contacts module (there can be 1 account and more contacts). How can I get that result? thanks ciao armando
Export Based on View
Hello. Is it possible to export/create a report based on a Leads/Contacts View? What I'm trying to do is use search on the column headers on a leads/contacts view to filter through my options and see results. Would it be possible to export this or do I have to recreate the filters separately under reports?
Need Help with Formula Field - Boolean Type
I want to create a Formula field in ZohoCRM that is of Boolean type. I am having trouble creating the formula. Field #1 is 'GRANT TYPE' and is a pick list (Choice 1 or Choice 2) Field #2 is 'AREA' and is a number Field #3 is 'GRANT' is the formula field Below is what I want to accomplish: If “GRANT TYPE” = ‘Choice 1’ then “GRANT” = “AREA” * 100,000 If “GRANT TYPE” = ‘Choice 2’ then “GRANT” = “AREA” * 90,000 Below is the formula I have created: If(Contains($${OPPORTUNITES.GRANT TYPE},'Choice 1'),${OPPORTUNITES.AREA}*100000,
How do I open attachments that I uploaded from desktop to deal attachments? I can see them but can't open?
How do I open attachments that I uploaded from desktop to deal attachments? I can see them but can't open?
Importing Attachments
I am not able to migrate attachments to existing leads. I've imported a batch of test leads and am trying to migrate attachments to those leads. I exported a lead report and am using the Lead ID as the Parent ID but I am getting an error message and all attachments were skipped. This is the message: "Could not find a matching parent record for this look up field - Parent ID"
Background color alternative row in template dynamically after <tbody id="lineItem"> CRM
Code snippet : <table> <tbody id="lineItem"> <tr> <td>${Invoice.Qty}</td> <td>${Invoice.Product Name}</td></tr> </tbody> </table> After export as PDF then select my custom template , When I open my PDF . I see there is no alternative color , even I tried through css : snippet : <style> .test:nth-child(even) { background-color:red } .test:nth-child(odd) { background-color:blue } </style> <table> <tbody id="lineItem"> <tr class="test"> <td>${Invoice.Qty}</td> <td>${Invoice.Product
Is there a way to create a new lead from a contact?
We'd like to be able to enter a new lead from an existing contact that has the contact's information already filled in, rather than manually entering the contact information each time. Is there a way to do that?
Dashboards
Hi, Zoho First of all...well done with Zoho CRM, so far so good. Thanks! Here is the question as follow.... How I delete the default dashboards? or relocated them as well? Can I deleted some of the Dashboards within the drop box? I don't need most of them... I can neither delete the new I have just created! Thanks in advance Miquel Miquel Vidal
Customer Module
Hello: I am new to Zoho CRM and entered in my leads without an issue, however when I wanted to enter in my current customers, I noticed that I could not enter the same "basic" information as I did as the leads. Any ideas on how I can include rating, lead source, lead status, email, and first and last name of the contact at the company. Thanks, Mike
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