Step by Step Lead Updates
Is there a way to find our how many times a lead was contacted within a certain time frame? Typically the team will get a lead, it will show in "CREATED TIME", then if they change one of the fields, the "MODIFIED TIME" changes. Then, if they do something else (Call for instance) and only leave notes...nothing shows up so on MODIFIED TIME. Is there a way to find out how many times a lead was contacted other than Created, Modified and Last Activity Times?
Problem importing events
Hi i tried importing a large file with events and during the import it stops. The notification is receive is "import failed abruptly". thought it was because of my document so i tried something else. I exported a single row from zoho and tried to import that event and the same error occured. Would you be so kind to help me out? i attached the file with the single event, you have to rename it to .csv Kindest regards.
I am new to this looking for a bit of guidance
How can I produce a list of contacts to email where the account meets a certain criteria. I have a set of account that belong to a group and this is indicated on the account record, I want to email contacts at these companies therefore the criteria for the search is the account record not the contact. I can email contacts from potentials but cannot see how to do this. Thank you in advance
Can't setup Private in Data Sharing Settings
Hi, I'm create Profile "Sales" and set "Private" in Data Sharing Settings. We have 4 user in "Sales" and it's working and User (Sales) can't share data (another owner). But today, User can see all data of another owner. They can see all and can edit Data Sharing Settings (same Administrator). This is Big Problem.
Permission Bug in Products
There is a permission bug in Products, may be its there in other modules but I found it in products only. The user who do not have permission to change the record owner... Can NOT change the product owner when the record is open BUT Can change the product owner from the product list, select the product >> more actions >> change owner (done) -- Seriously what is this?
Hi. I want to dynamically populate a DropDown combo in a WebToLead Form placed in my Wordpress.com from data retrieved via API
I want to dynamically populate a DropDown combo in a WebToLead Form placed in my Wordpress.com from data retrieved via API ( https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=tokenb&scope=crmapi ) but i can't get that to work. I get a CORS error when i try to execute in mi HML page. Here's the code. Do i need to "publish" Crm APIs to be accesible from HTML, is there any other way to dinamically populate a webtolead dropdown combo control? i've tried everything, please help. <script type="text/javascript">
Duplicate vendors
I'm using zapier to import vendors from erp system but it's not recognizing that the vendor name is the same so it's creating duplicates. Anyone else run into this issue? Is zoho deduplicating on a different field now?
Have Fields from the Contact record lookup automatically in a custom created module
Hello, I am wondering if it is possible to have fields auto-populate for a contact within a custom created module. So I have created a custom module called "Weigh-ins". I am trying to figure out the best solution of calculating the total weight loss since the initial weigh in but there is no way to create a formula field that grabs a value from somewhere else and uses it. Wondering if not possible in CRM and maybe Zoho creator might be a better route. Please help! Thanks!
Eliminating Duplicates
I see that it is possible to eliminate duplicates from certain views, such as leads. I cannot find a way to easily eliminate a duplicate account or contact. Is there a way to do this? Bob Leeds
Cannot login with Safari on Mac
For last few weeks I've been unable to login to Zoho CRM on Mac / Safari OSX 10.10.1 Safari 8.0.2 I just get continual errors
Delete a Zoho CRM instance
I created 2 Zoho CRM instances to evaluate Zoho CRM. I would like to delete one of the instances which was created by ariel@brillix.co.il. And continue the eveluation on the instance created by liron@brillix.xo.il I dont know how to do this myself and i dont know how to contact support, Can anyone help me with this? Thanks, Ariel
deleting crm account
Hi, how to delete the zoho crm account ?
Drupal Webform Zoho CRM API Integration, Append to Select Records, not Overwrite Records
Greetings, We have Drupal 7 webform submissions integrated into Zoho CRM using the Zoho API (see attached custom.module.txt). When a Drupal webform is completed, the webform submission via the Zoho API creates a new Lead in the Zoho CRM Leads page. Since most web site visitors complete multiple webform submissions, to avoid duplicate Lead entries, we check if the Lead email address exists (this works great), if the Lead/email address exists, we would ideally like to "append" to select existing records/fields
Product Sell-in Dates
A feature that would assist our company is one that would track the date a product was added to an account. If in the Product view within the Account record we could see when that product was added to that account, that could help us track commissions and effectiveness of promotions, etc.
How to build a "Lead time to contact" report ?
We have leads coming from web forms and until someone take that lead into account and changes the status, it can take hours or even days. I would like to study in a graph the split per time period needed to answer. For example this would be: - answered in a day or less: 123 leads - answered in 1 day: 85 - 3 days: 52 - .... Is this even possible ? Can someone point me into the right direction ? Thanks, David
Activate BCC dropbox issue
I'm trying to activate a BCC dropbox but cannot find this information anywhere in my account. I found the following instructions on how to set it up: Click Setup > Users & Permissions > Profiles. In the Profiles page, click the Edit link corresponding to the profile that you want to edit. From the list of profiles, select the BCC Dropbox check box under General Permissions. Click Save. When I go to "Users & Permissions" I only have "users" as an option and no link for "profiles". I cannot find
Email integration
Hi there - I am new to Zoho CRM (loving it so far!) but am wondering how you can set-up email such that when, for example, you click on a contact's email address, it will open your chosen email program (e.g., MS Outlook) to initiate communication. Under personal settings, I see you have the option to establish a Zoho mail account but not sure this is what I need to do. Any suggestions would be appreciated - thanks!
Fields multiple language support
Hi, Is there a way to map different languages to a field (all types of fields and their predefined values, including the custom fields) so that users can display fields in their preferred language? Thanks. Petr
Hide or show fields based on the values in another field.
Hi I want to know if I can hide show fields based on the values in another field while creating or editing a task. Or hide o show sections depending on the values in another field. Thanks, Daniel
How can you see the emails sent using macro
Hi.. I sent an email blast and wanted to see if those emails were sent and to all the selected contacts. I run the macro, used a template etc. but I can't find anything like a proof that they were sent to everyone. Thanks.
Zoho Programmer
Hi All, I'm looking for a ZoHo programmer/developer that I can contract to build a customised CRM. I'm located in QLD Australia.
Changing main email address
I am new to Zoho and learning rapidly, however, is it possible to either link free zoho to my outlook, or change the email address to a different one. When I first started using Zoho, I was not employed and was testing it, now I have a job and using this for work, and would like to send emails directly without my personal address being used. Any help would be greatly appreciated Thanks David
Send info from Won Sale/Opportunity to Google Sheet
I would like to send some specific information related to the Sale/Opportunity and the related quote to a Google sheet after the deal is won. I know how to setup the workflow rules on when to trigger the action to be taken but I don't have enough experience yet on how to write the code to send the data I want to the specific Google Sheet. I assume I would do this in a custom function inside CRM. I would need to authenticate with my google sheet then add a row with the desired data. I just need the
Events/Meetings and zoho Calendar - What do we do?
Since switching to zoho this year our entire company is so disappointed in the calendar aspect of it. We don't know what to do. We invest in a CRM system and expect it to have robust calendar features and functions, but to the contrary we find it so bad it is disrupting business activities: Events not showing up on Host or Participant Calendars Virtually impossible to add/see or otherwise manage participants invites to events. Event invitations are fix and can't be modified. Event invitations
Zoho leads and potential json response problem
Hi Zoho, i am reading leads and potentials using this API ("https://crm.zoho.com/crm/private/json/Leads/searchRecords") but getting json response in different structure for single lead/potential and different structure for more than one lead/potential. these are the results": 1]for single lead {"response": {"result": {"Leads": {"row": {"no":"1","FL":[{"content":"1938225000000104013","val":"LEADID"}, {"content":"1938225000000097003","val":"SMOWNERID"}, {"content":"dhara.ase","val":"Lead Owner"},
I can not see LEADID in tasks of API
https://crm.zoho.com/crm/private/xml/Tasks/getRecordById?authtoken=[authtoken]&scope=crmapi&id=615130000010740347 R= <response uri="/crm/private/xml/Tasks/getRecordById"> <result> <Tasks> <row no="1"> <FL val="ACTIVITYID">615130000010740347</FL> <FL val="SMOWNERID">639130000001901075</FL> <FL val="Task Owner"> <![CDATA[ Gabino ]]> </FL> <FL val="Subject"> <![CDATA[ RELATION ]]> </FL> <FL val="Due Date"> <![CDATA[ 2016-06-25 ]]> </FL> <FL val="Status"> <![CDATA[ No iniciado ]]> </FL> <FL val="Priority">
My phone number fields are not consistent
Zoho migrated about 360,000 accounts/contacts for me that came from Salesforce. Now I am trying to "over ride" the Zoho records to add a new custom field. My only method to find duplicates is on phone number (don't have emails and too many accounts have same name). Since some of my phone numbers in Zoho are formatted as a phone number, others as a number (Zoho said this is how it should be done), and some are formatted with hyphens. When I am matching, I am creating duplicates because Zoho doesn't
profit v grand total of sale
How can I see in one place the profit to be made and the grand total of the project?
Full data back-up questions
I want to know if the paid full data back-up provides me on SINGLE csv file that has my accounts, contacts, potentials, notes and tasks all in one file. Thanks.
Exporting and re-importing to a custom module
I'm faced with limitation of fields and features from the task module so i decided to make a custom module. but i am having issues with re- importing back the data in the custom module. how do i accomplish this by keeping the original related contact to that imported record. When i export all data from the task module related contact name is transformed as a unique ID like this..zcrm_292483000006045015. but when i try try to import this back by using the same ID to the new related field contact look
transfer automatically a value of a field to an another fied
hello, In zoho crm how to transfer a value of a field to another an another field ? I cannot to do with updating rules of the field ? Thank you for your answers
Contact call report
Is there a report that can be generated that will display contacts that have not had a call logged with them for a certain amount of time? For instance I want to be able to print a report of contacts that have not had a call logged for the past 30 days,
How to use email template to send email to one or more leads
Hi Forum, I wonder if you can help me please? I'm using the Zoho CRM free version, have setup an email template in Zoho CRM and then navigated to Leads, selected one lead and then Send Email. In the email dialogue that pops up, I only see 'None' in the email templates list. How do I get my email template to be available so I can send an email based on the template to one or more selected leads. Also - in the email template, there seems to be no mail merge field for Lead - firstname. What should
creating an opportunity for an account
when I create an opportunity from the account, I no longer automaticcaly recovered the value of the adress fields, city, postal code. Why ? how to do ? Thank you very much for your answers
stock control
Hi so we never really used the stock control feature but i was wondering if i go to a product and see i need 2 how can i tell what job they are related too. Is that possible?
feeds cannot be viewed by all users
hello i have problem with feeds , other users of my group cannot see what everybody is doing, and i , as administrator can see only my feed i want everybody to see everybody action
Dashboard & Home Tab
One Dhasboard can i have Matrix report. Basically i want to have attached report on Dhasboard and Home Tap. Now sure how it is feasible to have this kind of report on Dhasboard or Home Tab please help me
NOT sending Mail
I am having an issue with ZOHO CRM not sending mail. Please advise
Edit button in quick actions area
In the new user interface of Zoho CRM, the "quick actions" area on the right pane is very helpful, when scrolling down a large record. However, you are missing the most obvious and useful button: "Edit"
Default sorting of list views
Is there an option to set default sorting order for the lists views of any module? I saw same questions asked 9 years ago.... should be included by now:)
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