B2C Partnership Tracking
My company is B2C, and I want to use Zoho to track my individual customers as well as my partnership efforts. Has anyone done this? If so, I would love to connect and chat about it.
Cant add permission for using Office plug in
Succesfully installed the office plug in Attempting to sign in from MS-Word - add-in does not accept the user+password Attempting to add app permissions, followed the instructions here https://www.zoho.com/crm/help/office/install-plug-in-for-microsoft-office.html. The instructions say: 2. In the Profiles page, click Edit for the user's profile. 3. Under Apps Permissions, select the Zoho CRM Plug-in for Microsoft Office check box. However, when editing the 'Administrator' profile, there isn't an
API Limits and Related Lists
Two questions regarding data extraction via API: 1. Has Zoho addressed the issue of expanding the limit of 200 records per call? We have an automated call to extract data, and this limit means some records may be missed. How do we get around this low limit? 2. The method "getRelatedRecords" requires manual input of record ID. Has Zoho addressed this to allow bulk calls? thank you
Help with zoho.crm.updateRecord Error
My custom function is written as follows: leads_mm = zoho.crm.searchRecords("Leads","(Lead Status|=|Assigned for Mail Merge)"); for each lead in leads_mm { leadID=lead.get("leadid"); resp = zoho.crm.updateRecord("Leads",leadID,{ "Lead Status" : "Correspondence Sent", "Lead Source" : "Employee Referral" }); } When I click "Save and Execute" after editing the script, the last line of code (beginning with "resp = zoho.crm.updateRecord") causes an error. The attached screenshot shows the error message.
access Contact module fields from Custom Function
I need to access many fields in my Contact module. Instead of passing every single one of these fields to my Custom Function, can I either pass the module object itself as a parameter or access the Contact module fields directly somehow?
Pick List Population
Hi, When I add a new value to a picklist (from a custom filed) the new value dos not appear in the picklist when I want to select it for an account/contract. However it does appear in the edit picklist view. Am I doing something wrong?
API methods
What API methods should we use for integration for the following requests: To get the list of leads that was updated for the last two weeks and To get the list of contacts to for specified period Please help
Related List Columns
I have created a new module. When I open that module I want it to show me the "SSU event name" and the "contact" it belongs to. I have gone into "Related Lists" and selected my columns I want shown. However is will not show me the "contact" column! All it will show me is below. The "contact" column I created is a lookup field, is that why it will not show up here? SSU Events Name SSU Events Owner Modified Time Edit Christie Cookie 2015 Michelle Hill 12/16/2015 07:33 AM
Webhook - Where to find error codes
Hey there! I've created a webhook and have proved that my rule is firing. However, it doesn't look like my webhook is being called. I've taken a look at documentation that says that, if it errors, it will be displayed in the Zoho CRM. But, where in Zoho CRM will the error codes be shown? I can't find them. I am referring to https://www.zoho.com/crm/help/automation/webhooks.html#Refer_Error_Codes . thanks, -Kelly
Multiple questions - Custom Built Form Codes and Data Storage
Hi, We've had Zoho for a while now but not really used it's CRM for it's full potential and I would like us to start using it as our main CRM tool. Due to the nature of our business, it would work better for us if we could do a couple of things including: Can we place custom-built HTML codes for web forms (Pop-Ups) in Zoho or integrate the web forms with Zoho so all data captured is stored in Zoho? Store data as lists rather than Enquiries, Potential Customers, All Data, Existing Customers or Campaigns?
Converting Lead using time based field update action
We've set up a workflow rule to update a field using time based action and set up another workflow rule to convert the lead based on that field updating. Seemed , field updating working fine but it can't convert the lead. Is it not possible to automate the lead conversion in such way? Let me explain little bit- we are getting lead from third party tool using Zapier. When we get qualified lead we want to get it converted to contacts and potential automatically. We know, converting works only on field
Aside from Leads, is there another type of module allowing to convert its records to contacts?
Hello, Entries present in the Leads module can be converted in contacts, but I didn't see the same functionality (using Zoho CRM Pro) in any other module in Zoho CRM. For example, if I'd like to convert a vendor into a contact, I don't see the "convert" button like it's present in the lead detail screen. Am I missing something? - Adriano
How To Change Status Of A Lead
Hello, I am looking for a simple method to update a lead that has no value. "Dead Lead" I don't want to see the lead in the "Open Lead Filter". Please advise on how to accomplish this. Thanks in advance. JTL
Custom function executes in test mode but not as a workflow rule
I have written the following function to update a potentials field named Close Date with - simplistically - a hard coded date (which will be replaced with a TODAY function when this is working. void workflowspace.Update_Opportunity_Closed_Date (int OpportunityID, string ClosingDate ) opportunityID1 = input.OpportunityID.toString() ; closeDate = "1/1/2001" ; valCloseDate = zoho.crm.updateRecord("Potentials" ,opportunityID1 ,{ input.ClosingDate : closeDate } ) ; When I click Execute Script, I
mass deleting
Deleting Mass Contacts Does not respond I am trying to delete all of my contacts and start from scratch. When I try to choose Tools > Mass Delete and search for contacts, the Delete button does not do anything, Am I doing something wrong? Scott A
Automation rule on new lead - not working in free edition
Hi I am using the free edition and created automation rule based on new lead record. The rule set to execute on create. The criteria is a name of a user that is opening lead. The lead is created via API integration from our WordPress based Website. Once the rule is triggered it should send email using Email Template. For some reason we did not manage to get the emails once new lead was created. Any idea what we can do to fix this ? or maybe there is another way to get such notification on new
Pick List Auto Fit
It would be nice if there was an option to auto size the pick list field to fit all of the selections. Currently you can only view four selections without scrolling.
logo
Can anyone give me any insight how to upload a Logo to the CRM and Calender? Also what size format is needed to upload.
Installed Zoho Mailhadd on plugin in outlook now what?
Hi.. I have tried to go by the instructions in various places but am unable to configure the mail add on so that all mail communications to leads are recorded in the Crm. please help. thanks
Attached PDF of customers business card?
To Whom it may concern: Is it possible to scan our customers business card into our computer and attached the image to our customers content? Please let me know. Thanks, Dominick
Alignment of CRM
I am using what I think is the latest version of Zoho CRM, not sure where the version number is shown. I run this normally in Chrome and I am wondering if there is a setting that I can use to get my screen/grids to align to the left. When I launch any of the grids Accounts, Opportunities, Contacts, etc, they appear with a space between the left of the grid and the left of my screen. Might seem insignificant but when you are displaying a lot of columns and searching it starts to get very annoying,
How can i create a event that gets data from a Lead in Zoho crm
Hi we need to take information that comes from a web form into Leads module and then automaticly create an event that gets some of the information from the lead like lead name and phone and time field. Is that possible and how do i make this real? Best wishes Gustav Stegarås 0702 967 678
Using Formulas to populate Potential Name
Is it possible to fill in the value of Potential Name using a formula once the record is saved? We have added fields to the Potential table. The value we would like to see in Potential Name is a combination of the information included in some of our custom fields.
Import list of contacts with owner assigned - system created new accounts and assigned to login person not "owner"
I loaded 175 records to Contacts with the owner as Jane. The system created new Account records, but used my login Joe. How can I ensure the same "owner" is assigned to both the contact and account?
Exchange rate in Sales Order module
Hi, I'm trying to put in place some automation within the Sales Order module and I need the exchange rate that it used for the sales order. However, this information doesn't seem to be accessible anywhere, although "Exchange Rate" is a field appearing in the field list. Does somebody know if it is somehow possible to access it? Thanks! Andrea
Cannot add Captcha or File Upload to Lead form...
Hi, I am trialing the full version of Zoho CRM and wish to create am web form with file upload. I can create a Lead form no problem, but it won't let me add a file upload or Captcha to my form. Is this a limitation of the trial?
Attn.Zoho CRM Plug-in for Outlook users.
If you get the error message as Invalid Username and Password while login from Plug-in, then please check the below things. i) If you have more no of Active Session, then you need to close those active session by going to "accounts.zoho.com" ---> Active Session ---> Close all other sessions. Now please try to log in to CRM from Outlook. Please log out from Zoho CRM ( in plug-in click Zoho CRM--> Logout) before closing the Outlook. ii) Still, if you face the same problem, please follow below the
Field and then a sub-field to select from
I want to have a list of industries in a field1. Field2 would be a list of sub-industries. I see how I could do this by having comprehensive listing all of sub-industries. But, is there a way to select an industry, and in the sub-industry field I would only see sub-industries pertaining to the selected industry. Therefore, if I selected Automotive in field1, I would only see the automotive sub-categories in field2. Field 1 - Industry AUTOMOTIVE BUSINESS SERVICES CHILDREN Field2 - Sub-industries
ZoHo not sending email. Says "Mail cannot be sent as the Email Addresses does not exist".
Up until last night, ZoHo worked perfectly sending emails. Not sure what is going on. No settings changes, but ZoHo will not send email. Don't even know where to start as I don't find any area affected by setup. Did ZoHo servers go down? ... and yes, this was from LEADS and an email was entered and saved for the lead. ... entering our emails in CC and BCC resulted in additional errors ... no one received emails from ZoHo, had to send from external email programs. Thanks for any help.
Google Apps
Trying to configure google apps with zoho. I followed this video (https://www.youtube.com/watch?v=VIbw16venr0&noredirect=1) to 3:07 and I don't see google apps in the add-ons. Am I doing something wrong? Eric
Where do I find the two factor authentication code?
I am trying to integrate with MailChimp
CRM Mass Email Problem
Hello, I created a template in Zoho CRM and used the ${Contacts.First Name} code to personalize the email. I sent this out to 100+ clients. We had a client email us back because his name was incorrect. The clients name is Mike and the email he received was Ramón . Do you know what could have happened and how we can prevent this in the future? Also, when sending a mass email, why does the email not show up in my sent items? Thanks.
Update fields
Is there a way to update a field in Contacts for all the contacts for a specific Account when a field is changed in that Account? Thanks Tony
Filter View by Call Status
Hi, I cannot find any option for showing Calls where Call Status isn't Completed. The quick fix I use now is to write "Done" in the Call Result field, but this seems ineffecient
Problems for other colleagues to read the pdfs I have uploaded
I use Adobe Acrobat X Pro to generate pdf files. When I upload these to Documents in CRM my colleagues can not open and read them. I can. I if send the same file to them with email they can open and read them without any problems. Any suggestions?
Time Based reminders based on an open field within a lead
Hello, I am trying to figure out how to set up an automatic reminder when I mark a lead a specific criteria. For example I have a section in my leads where I can rate them A, B, or C. When I mark a lead as A I want to automatically be reminded 1 month from then to send them and email, 2 months from that time to call them and 3 months from that time to send them a physical mail piece. I have different desires for each A, B and C lead but that is the jist of it. Does anyone know if this is possible?
How do I choose the secondary email as a sender?
Hi all! There is an option to send an email directly from the CRM. Under my account I have two email addresses: a primary and a secondary. When I want to email the contact, my primary email address is set as the sender address with no way of changing it. Also, while creating templates, I can choose primary email addresses for all the users only. How do I set the secondary address? Thank you.
Letters are garbled
From just today, letters in all emails that we sent were garbled. So clients sent us the reply, saying " As letters are garbled, we can't read them". We have been able to use Japanese version in Japanese without problem from the beginning. When will it be fixed?
Insert CustomModule info with Lead or Contact lookup
Hi! I was wondering how can i insert a record into a custom module and relate it lo a Lead or a Contact using a UNIQUE key, such as an email or the Lead / Contact ID? I am using PHP, so far I've tried with: <FL val="SEID">Lead ID</FL> <FL val="SEMODULE">Leads</FL> ------------------------------------------------- <FL val="Lead">Lead ID</FL> ------------------------------------------------- <FL val="entityId">Lead ID</FL> ------------------------------------------------- <FL val="WHOID">Lead ID</FL>
Error in data api Upload
I am trying to upload some data to the Leads api and I am having trouble, Here is the log of what is being sent, and the URL, (I blocked out the token of course) any clue as to what might be going wrong? I also tried to url encode the xml data 09:14:53.819 [info] URL https://crm.zoho.com/crm/private/xml/Leads/insertRecords 09:14:53.819 [info] Payload xmlData=<?xml version="1.0"?><Leads><row no="1"><FL val="Company">test company 30285</FL><FL val="Email">test-3573@test.com</FL><FL val="First Name">Phil</FL><FL
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