Potential & Zoho Financial Suite
I've read a couple of posts on the forum where people were able to get this to work via a custom function but I haven't been able to get it to work - can someone help? I would like to enable a workflow that automatically updates the potential amount field based on the sum of the Estimates total from Zoho Books that are integrated/attached to the potential.
RightSignature integration
Is there any integration with RightSignature? We just started using RightSignature to send/receive documents for signature, but I'm noticing it completely bypasses Zoho; there's no way to BCC Zoho the document. Any chance for this?
Mobile Edition - User authentication error (USER_NOT_ACTIVE)
I can't login to my ipad. I am getting the error (USER_NOT_ACTIVE)
Impossible to export a report from "Visits" module
Hello, I am using both Zoho CRM and SalesIQ and I want to export a report from the "Visits" module but I can't. I have an error message saying: "Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings." The thing is I am the super-admin and I have all the rights and authorizations. I asked for live support but
Is it possible to send Bigcommerce customer info to zoho crm?
I'm now using Zoho CRMplus and I'd like to take full advantage of the campaigns integration. My scenario... Client purchases from our online store. I'd like to send the client data to zoho crm including product purchased. If product purchased = X then send an email Y days later giving them a new offer.... thanks in advance.
Gmail Contextual Widget
Right now only one of my employees can see the Gmail contextual widget, and that employee doesn't even have a Zoho account. I had the app available for the entire organization, but he is the only one that could see it. Any idea why that might be and how I can fix it?
searchRecords with Lead Status:-None
Hello, I am trying to use searchRecords for leads but I only want records that do not have their lead status set. I can not figure out the proper syntax? Thank you, Aspen
CDATA Excel Add-in requires primary key fields for updating rows, How to set?
Hi I use the CDATA.com excel add-in for ZOHO CRM, but am unable to update any table, because of missing primary key fields. Neither build-in fields nor custom autoimcrement fields are set to "primary key" in the database scheme. How can I achieve this? Cheers Michael
Meetings
I would like to know if it is possible to have an specific folder for VISITS/MEETINGS. Normally when you open an Organization you could have several meetings. It is important to have control for these meetings in cronological way. In your CRM I cann`t see it!! I know you have tasks, calls, etc but not an specific meeting. If the SYS is flexible is it possible to create it? Thanks
Zoho CRM no campaign found
Hi Zoho Team, I have a question in regards to the ZohoCampaign Email. We are using Zoho Campaign on sending out the email but our question is why the campaign didn't reflect our Zoho CRM. Note: This refers to individual record in the CRM after sending the email using Zoho Campaign Please refer to the Screenshot below:
A very basic question: how do I use CRM and Zoho email together so that all emails appear in the same place?
Apologies for what sounds like a very basic question. I use Zoho email and I've subscribed to CRM. However, I can't find anything which explains how to use them together to track all my email activity with Zoho email as my default email client. To me it sounds like a conceptual problem from my end but I simply don't understand this: can I can use Zoho email to view all my email activity sent from within CRM? if not, should I ignore Zoho email as default and use a Gmail account instead to integrate
IF function in mail template
Hi, I am looking for IF funtion in mail templates, in eg such an function: IF Salution = "Herr" Then "Sehr geehrter Herr" ELSE (IF Salution = "Frau" Then "Sehr geehrte Frau" ELSE "Sehr geehrte Damen und Herren") Is there an posibility to use it? Thank you Michael
IF function in mail template
Hi, I am looking for an IF function for an mail template, but i cant find some information. In eg. i will use this function: IF ${Leads.Salutation} = "Herr", THEN "Sehr geehrter Herr", ELSE ( IF ${Leads.Salutation} = "Frau", THEN "Sehr geehrte Frau", ELSE "Sehr geehrte Damen und Herren") Can you help me? Thanks Michael
Where can I get access to the leads that I missed?
My Web to Lead form did not work because of a changed URL in the code. My customers filled in the form, but their info didn't get to me or Zoho CRM. The form is now fixed but is there any way I can access the info that was lost? It must me somewhere..
Alterning Contacts preview info in Accounts
When in an account, is there a way of changing the information supplied in the previews on contacts at the bottom of the page? IE fax number is not necessary but i would like to see job title.
Resend welcome email to admin who setup ZOHO
I need to send the welcome email that was sent to me when I setup the account. I cannot email thru ZOHO becuase it says "Please confirm your account registration". I do not remember receiving an email when I setup ZOHO and looked thru my deleted items. There is not an option to resend to the admin?? Thanks
Can I add more than 1 email address in Leads?
When I import I sometimes have multiple email addresses, however I am told to enter a "valid email" if there is more than one populated.
Zoho CRM - Email setup for free version
Hi, I am new to Zoho CRM I have just setup a free version, but I can not see where to setup to send and receive emails. Is it possible to do this in the free version? If possible I would like to setup with a MS Outlook account. Many thanks
Creating another form
Hi I have created a form that is on my website. When someone fills in the form the data goes into my contact section of Zoho crm. How do I create another form that is for a different audience and therefore goes into another section of Zoho? Thank you
automation between zoho crm and books
Hello, I am new to Zoho and I am a virtual assistant. I get various task, is there a way to set up in zohoan automation for when I create a project or task or sort that it automatically creates and invoice for that?
Standard Field Label Has Been Changed
I changed the Leads module to a new name Power Partners. Now the Lead Source field label in the Contacts module has been changed to Partners Source. Not sure how that happened, but I want to change it back to Lead Source. How do I do that?
Combine Customer Accounts
From time to time we find that one of our users has added an account for a customer, however that customer account already exists. This is not an issue if there are no notes or activities, however it becomes an issue when we find multiple accounts for one customer and both accounts have notes and / or tasks assigned. A similar situation happens when one customer gets purchased by another.... Is it possible to combine two customer accounts?
Questions re lead section
Hi In the lead section, is it possible to add a date field so we can see when the leads came in? Also, once a lead is converted is it possible to un-convert (if lead changed their mind). Many thanks
Forecast sending multiple emails?
When setting monthly forecasts, my CEO received emails x2 for every month set. Any idea why?
How to set a website like Box.com as an IFrame in a Section of module in Zoho crm?
Hi, I am working on Box integration with Zoho, So that I may able to sync Zoho And Box.com in such a way that I can login to Box.com and get my folders/files directly in zoho crm module's section such that when I create/upload folders/files into zoho crm' record, it should directly create/update in box.com. I have seen sample like this into another CRM, this is done using IFrames in records. Now I want to use Iframe in my record's detail page. And want to get help to get this task done. Please
Change lead into contact
I just wondered it if is possible to change a record from being a lead into a contact? If so, how do I do this? Many thanks David
Need clarification on insert API call
HI I got the below error while trying store contact form value to zoho. My xml code: ------------ When i give the name and email address as hard coded it will works fine: var xmlDoc = '<Contacts><row no="1"><FL val="First Name">Peter</FL><FL val="Last Name">jhon</FL><FL val="Email">peter.r@gmail.com</FL></row></Contacts>'; While concatenating it throw error Error: <message>Unable to parse XML data</message> var xml = '<Contacts><row no="1"><FL val="First Name">' + contact.firstName + '</FL><FL
Add ability to set call duration or end time in calendar and/or activities module
Please add the ability to set the call duration or end time in the calendar and/or activities module. Although you can set the end time for an event, an event that is scheduled does not have the same fields as a call that is scheduled. Therefore, creating an event for each scheduled call is not a good solution to this problem.
Zoho CRM Outlook Plugin Automation
Hello, We have been trialling Zoho CRM for a period of time and are very impressed with the features on offer. We primarily use Outlook for customer contact and would like a convenient way to synchronise everything between CRM and Outlook. 1. I have installed the Outlook plugin trial and it works reasonably well, however it would be great if there were a way to automate the sync (Calendar, Tasks and Contacts) process to happen, say, daily. 2a. We would like to centralise all sent and received emails.
can´t find imported leads
Hi, I have a problem with the import of some Leads, in the data administration they seem to be successfully updated (image 1), but on the leads field they aren't visible (image 2), could you please help me with this?, I have searched for an answer on the faq's and in the forum but I haven't had luck.
Undo Outlook sync
Someone in my organization did a sync the wrong way in Outlook and now we have duplicates of over 10,000 companies and contacts. Is there a way to undo or rollback? Thank you, Andrea McOmber
Anyone else getting slow response times on pages loading up on crm?
hope it is not just me as its been going on for about 3 weeks
Organisation wide lead scoring
Hi, We have leads coming in from multiple areas. i.e. they download a white paper, contact us via our contact form, website visit by SalesIQ, etc. Each of these we make a new lead in CRM with a Lead Source so we know where the lead comes from. What we are looking for is a way to look at ALL our leads and determine who is the most active person. i.e. they have downloaded two white papers, watched one video, completed a 'contact us' form and been on our website. Is there a way to see this in some form
new task send notification email not working
Hello, i know that the free version does not allow email reminders (and therefore the option is not displayed) however the "send notification email" when entering a new task is displayed and does not seem to do anything. Is it broken? thanks Kelly
Zoho performance in the last few months has been poor
Including today, in the last four months, Zoho has become unresponsive (read: unusable) seven times for long periods of time (I define long as 10 minutes or more): -6/7/16 -6/6/16 -4/25/16 -4/12/16 -4/8/16 -3/29/16 -3/14/16 I am told that these are "minor outages". How many more "minor outages" can my company take? How many more times does Zoho become unresponsive that I leave the platform? What is being done to stabilize Zoho to make me feel comfortable
Moving A Campaign From CRM To Campaigns
I just signed up for Campaigns and want to move an email campaign I created in CRM to Campaigns so that I can see who opened, etc. How to I do this? Please let me know. Thanks, Steve.
Mass Update Leads that have notes?
Is there a way to mass update only leads that have notes in them without exporting and importing a report? Would want to change the lead owner of records that have notes. Thanks.
Workflow Automation - Create New Module
Hi all, Looking for some help and guidance here. I have a standard Sales Process set up, Lead ---Account -- Potential ---Quote What I want to do is: When a quote status is set to Accepted I want the Potential Stage to be set to Closed Won. I then want to create a Sales Order which pulls in the line items from the Quote. Then to add another layer to this, when a Sales Order is marked as complete I want another Workflow to kick in and create a custom module called "Warranty Contract" which is populated
Please Choose a Valid Email Field in Zoho Writer when started from CRM
Final step of Create contacts, select all, Choose Template of Zoho Writer for Mail Merge. Everything starts up right. All fields are there and work fine. Step 3 choose email and put in the Email field Contacts_email and the Email Subject. Then it errors and says Please Choose a valid email Field. What the Fark???? That is an email field. Even setup as an email field in the setup->contacts field type. Help??
is there any way to track emails sent through the CRM?
I know that the email will appear at the recipient as though it came from my company email, but how can I track it, short of copying myself on it? Is there a "sent" email file? Thanks Patrick Nasdeo
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