hidden potentials
I have hidden potentials in my reports which I can't make visible in any way but which are counting in my totals. For example if i look in "key accounts" than there are empty lines in the report and if i calculate by hand the sum of the potentials than i can only conclude that the empty line contains an potential which probably has been deleted before, but which still counts in my totals. I have been reloading, recalculating , computing all, computing month by month, but whatever i do the error is
Export my customers data using PHP
Hello, I have a PHP script which fills a pdf form automatically with the provided information. My question is there a way to export my Zoho clients information into XML or HTML format so my PHP script can read them easily and fill the pdf form ? Thank you
Using formula to copy data from another module.
I want to create a new field in a module that contains the same data of a field in another module. For a contact we record "gross annual income" and I want to create a "case" for that contact and for the case to lookup the data from contact record. Is it possible to do this using formula - if so how?
adding contacts
hi there starting my free trail.....how do i add my contacts from my contact list in outlook
Add multiple Attachment Sections in an Account
Hi, I would like to add multiple Attachment Sections in each Account as i need them for IOs/Monthly reports etc and i need to separate them. How do i do this? Thank you
Email to Salesforce Equivalent - BCC to ZOHO?
Is there a feature whereby I can send any old email while BCC'ing to ZOHO and the associated contact will log the email? This is a standard functionality for most CRMs, and I'm having a hard time figuring out if it's doable. I see the ZOHO dropbox, but it appears to be limited to only 5 contacts....is this correct? Could someone provide some insight for me. Thanks!
Admin in small company
Hi I am the admin in a small company and would like the other reps I work with to see the leads and accounts I am working on so we dont duplicate efforts. Is there away they can see my leads/ accounts without me assigning them to the other reps?
Mass Email
I sent out a Mass Email. Where do I see the emails being sent. I do not see them in the sent folder. Help Tom
Working with two types of clients?
Hi, we are currently looking at Zoho as a potential CRM for our business. We have both B2B and B2C clients and one of the biggest problems is working with B2C clients - for example keeping track of their status in the loyalty programme and distributing bonuses. My questions are the following: 1.Can I set the rule for the system to send out emails to contacts basing on certain criteria? - For example we want to send birthday wishes to our clients - would we be able to setup the rule that will
Email templates: is is possible to have the "From" field a custom value?
Hi, I'm trying to configure email templates in Zoho CRM, for use as automated replies when someone submits a contact form from the website and what I noticed so far that in the "from:" field dropdown the only choices are the available Zoho CRM registered users. Rather than sending a "thank you for contacting us" sort of message with an email address of a real person, I'd like to have the email address set to a generic "info" sort of address. I couldn't find a way to do so though. Am I missing something?
Homepage Activities widget not showing tasks by NEXT DATE DUE - only Closing date
On my homepage, I need a list of my upcoming tasks and the date of the NEXT event due. All that shows in my task list is the DUE or CLOSING date, but I have many tasks with due dates much earlier. I try re-ordering, which is not good to have to do each time, and that takes me back to the beginning of time, basically. See the 2 screenshots - one of my homepage, one of my tasks. I'm new so it's probably me - but I've spent a ton of time looking for this and I can't figure out what's wrong. Thanks
Leads
Hello, i can capture leads from my wordpress site and send them to the crm. Now would it be possible that every lead that is approved, send it to a specific company so they get the lead by email ?
Login Disabled due to Insufficient License
One of the users for our account ran into this problem today: Unable to login due to Insufficient License. What is the issue here?
Duplicate leads
We attend trade shows and are always getting new leads. However, we can get multiple leads from the same company, but we only want to import one per company. We currently wash the data in Excel to remove dups. However, the company my already exist in or leads DB and we do not want to add another lead from the same company. Zoho only allows no dups for email when importing. Is there a way to use the company name to avoid duplicates when importing into leads? Thanks Tony
Only administrator have the ability to add new products. standard user should not be able to add new products
hello, Only administrator have the ability to add new products. standard user should not be able to add new products in zoho crm, please let me know many of thank Reguard ali ahmad
Copying product info to Sales
I have information from "Product" that's necessary on "Sales", instead of typing it again, is there a formula which can help extra these data to Sales Order when a Product is added. Understand it might required a custom function, is there a guild line on it. Pls help.
Blackberry?
Is the Zoho CRM app for Blackberry still available? I'm not seeing it in the Blackberry Apps Store.
Can I use API to fetch and push data with a custom module and custom fields of standard modules?
Hello Team, Can I use API to fetch and push data with a custom module and custom fields of standard modules? If it is not possible, do you have any plan to make it possible in the near future? BR
Using only Leads whithout contacts
I am planing to use just the leads modul. The reasons to ignore contacts arefollowing: 1. By sync with Zoho Campaign I have to sync Leads and contacts and to send two campaigns not one. 2. The mobile app does not search in leads and contacts together 3. The field sync between Leads and Contacts is hard I know that the potentials and invoices are connected with Contacts and may be I won't be possible to use them. Has someone used zoho just with leads? What other disadvantages could happen if I do
Problem sending Web form lead via Ajax
Hi, Can I submit the form via ajax? I tried, but got no success. The error I received was: "In the 'Access-Control-Allow-Origin' header is present on the requested resource" Thanks
Post JSON using postURL (to PayPal) - nested/multilevel JSON
I am trying to make a POST to paypal. As I understand ZOHO functions cannot handle multilevel or nested JSON strings. So I have had to create my JSON string manually. I believe the string to be formulated correctly, however when I run my custom function I get the following response in return> "responseCode":"400","responseText":"The request had bad syntax or was inherently impossible to be satisfied." I am pretty confident that my JSON is formatted correctly for the required POST> Here is the documentation
Quotes as PDFs
I need to be able to send Quotes via PDF. Is this capability in the product? rjohnson
Adding and tracking multiple attendees
Hi, We sometimes hold meetings or forums with many contacts. Sometimes the contacts are from one account and sometimes the meeting may be a working group that is attended by people from different organisations. It's like an event but I don't want to send invites or track responses directly via email. If I don't do that I cannot find a way of updating who attended, who declined and so on. I have created a bespoke module called meetings to see if this is a better way to tackle the problem but I can't
Email inbox tab - Zoho CRM
Hi there, Our organisation have subscribe to the free Zoho email plan. We are using it and it works pretty well. I have seen somewhere that I could add a tab "Email Inbox" in Zoho CRM so we can read our "Zoho Email" mailbox. I Did: Set up => Customization => Organize modules => Moved "Email" from unsekected tab to selected tab => Saved For some reasons the tab doesn't apprea in the tab section of my Zoho CRM. Any idea? Cheers, Fred
Emails not being saved to ZohoCRM
At least one of our users is not seeing his emails from Google Mail saved into CRM. Everything appears to be set up properly and he is getting no error messages, just no new messages being saved into the Zoho email and hence not being associated with the contacts' records.
Zoho has stopped importing emails from Gmail
Hi, When I started using Zoho I configured it so that it would import all my emails from Gmail (Google for Business). It seemed to do this very well and I now have a really good email history for my contacts in Zoho. However I have noticed that for the last few weeks, Zoho has not been importing emails. I haven't changed the settings in Zoho and Zoho hasn't given me any warning messages. I use two-factor authentication with Google so this may have some impact. Please can you help me resolve this,
EVERYONE COMMENT - PLEASE! - Zoho is missing this GREAT FEATURE!!!
I just spoke with a Zoho representative and if enough people request this feature, they will add it!!! Please spread the word. Comment, repost and call Zoho 1-888-900-9646 and request this valuable addition!!! This is what WE ALL WANT > View SENT EMAIL info in LIST VIEW!!! Please Zoho - let us have the option to view the "SUBJECT", or more importantly the "DATE" of sent emails for ALL leads, and let us have the option to view it in LIST VIEW!!!
Zoho Email addon and Gmail (or Google Apps Email) - using google as email client not Zoho CRM
I understand from the video demo that your Email addon allows us to have relevant emails shown with contacts in Zoho when I use the integrated email within CRM, however I want to know if my emails will show up inside zoho under the relevant contact, when I use gmail (or Google apps email) as my email client, meaning I will do almost all of my sending and replying to emails withing Gmail, not within Zoho CRM. If I have everything set up properly, will the emails be updated in Zoho CRM automatically
Multiple Email Integration with Zoho Mail Addon
Hello, I just started using Zoho Mail addon and I added two separate mailboxes to the account, however it only shows email from one in the contacts, how can I make it show emails from both mail accounts?
Associate email (gmail) to potential
I cannot see Gmail sent emails in their respexctive potentials. Spent hours configuring and re configuring Zoho mail Add on + making testes: no way! All mails sent from Gmail are visible under the Zoho mail icon... but not in their corresponding potential. HELP!
Creating a module, editing field properties of 'module name'
When creating a new module, is it possible to change the field properties of the module name? Or should i create this in ZOHO Creator? Company uses a lot of 'quotes' - and it is impractical to name every quote. It is a commodity trader and sometimes during a phonecall, some 20 or more quotes for products are given and received. I have tried to edit the 'Quote Name' in the module 'Quotes' but that is not allowed. I have tried making a new module and change the field properties of Module Name, for
Permission Denied converted leads - Admin
Dear Zoho team, Need a piece of advise. I am the admin of our organisation, but when i click on the report "Converted leads" the system says "Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more module that are part of this report. To view the report, please provide permission to access those modules in Profiles and Organize Tabs settings." - I have checked the module permissions = OK - Have checked my role and profile = Ok Any idea what
Views not loading on the home page
Some views just show "Loading" and do not return any data If you go to the relevant module and select the view from the dropdown list the data does load This problem has appeared in the last 24 hours
Create a contact with predefined tasks and events
I have the same type of client. Contact name Contact phone 8 tasks 3 events For each new contact I create I have to add 8 tasks to do (buy domain, make hosting account, make website, make email account etc.) and 3 events (up front payment, final payment and call for renew) Is there a possibility when I create a new contact the 8 tasks and 3 events (predefined) to be created on the fly for me?
Account or company in activty module
Hi, For a better overview I'd would like to add account name or company name in the activity module. Is it possible? Br, Staffan
Border Style does not show in Apple mail
Hello supporter, I had a problem is border style doesn't work when I open email in Apple Mail Ex: <td height="11" style="height: 11px; line-height: 100%; font-size: 0; border-bottom: 1px solid #c5c5c5;"></td> Could you help me solve the issue? Thank you
Restrict users from entering setup and changing structure of the templates?
Hi, we have about 80 users on a different levels of security and 3 admins which are responsible for the data. We would like to restrict all of the users from entering setup and changing data, most of all templates used for offers and contracts. Is it possible for us to restrict them from changing the structure of templates in setup and updating in mail merge, but for them to be able to use or edit them while merging? Regards, Uros
does zoho crm work with zoho project manager?
Hi looking for a crm that works with a project manager so that we don't have to use too many systems to be able to function Thanks Brinn
Setting a default call type/task time
Could anyone advise me how to set the call type as outbound by default when logging a call? Also, I'd like to set the default time of any tasks for 9am but I can't see how to do this. I'm new to CRM so any help would be much appreciated.
Is there a one button click to address a letter?
We work in medical. Sadly they are stuck in the age of the fax. I need to create old style letters with physical addresses etc. Old CRMs used to do this well enough. I can see a one click create email. Does it exist for snail mail format?
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