How to insert/update more than 100 record in Zoho using API in C#
I'm working on Zoho API and able to insert 100 records from by Pervasive Database into Zoho Account and Contact Module. My XML in the Request parameter contains 2000 rows on XML but only able to see 100 records in the Zoho. Please Help Thanks
best way to learn about zoho
Hi, I am currently using the free version for testing purposes. I am using a different product (infusionsoft) for a number of my clients but I am being told that zoho is more cost effective and easy to use. I already notice some features that are nice (ie link to facebook from contacts and photos etc) I am attempting to figure out how to do some of the tasks that I do in other products to see if this is a good fit for my clients. In particular I want to test having a webform on a website offering
Can I change the items listed on the first page to include email, and reorder or delete ( activities, visits or case)?
I'm using the CRM tool with email integration. I go into email often, which is located on the drop down list from the first page. How can I re-configure the items located along the main selection bar to include email and, remove one of the other items listed ( i.e. activities, visits, case etc.) Thanks
Professional Edition versus Free Trial
When I sign up for the Professional Edition Trial, once it expires, can I still use the free version for up to 10 users?
Some of my contacts don't seem on my website via API
Hi, i use CRM API and show my contacts and firms on my website. But some of my contacts don't seem on my website. How can i solve it? Thanks.
Email templates with dynamic canned text
Hello, I was just wondering if the 'dynamic canned text' would work in the email template as it works in the canned messages of Sales IQ web chats. the link is Here Thanks, Belinda
How to insert images?
I would like to insert images i have stored on Zoho documents to my email templates. However, the option is not available, only from desktop or computer. I send emails from multiple computers and would need to be able to access images. I thought the solution would be to store them in Zoho and then add to emails/templates as needed. Any help would be greatly appreciated.
Email Alerts to Registered Users Failing
After failing to get a response from my ticket submission and my email to support, I'm hoping someone on this forum might be able to help: I am trying to recreate a workflow similar to that described in the online documentation. My scenario is as follows: Record Type: Potentials Execute On: Edit (First Time) Rule Criteria: [Stage] is set to “Closed Won” Instant Action: Send alert email to registered (active ZOHO users) that includes details of the win Instant Action: Update [Close Date] field
Where to log meetings?
One of our users made an in-office face-to-face visit with one of his contacts and returned with a good question on how best to log that meeting into the CRM. Under the Quick Actions, we can log a call, event, task, etc., but we can't seem to find anywhere to log a simple meeting.
Print Account Information
I'm trying to print out information for 1 account. When I click on the "more actions" menu and select "print preview" it shows the account information on a scrolling page. When I print, it only shows what is visible along with the scroll bar. Doesn't print the entire contact card. Am I missing something here? I can't use a scroll bar on a piece of paper.
Copying the amount field from potential to an amount field when a deal closes
My client asked me if it would be possible to insert the amount field from the Potential module to a new field on the Accounts module when the deal closes? I am not seeing a way to do that in Workflow. Lanny
Ch\anging accounts into vendors
How do I change an account into a vendor?
Documents Upload to CRM
Hi, I wanted users / my contacts to upload Documents to CrRM and these should be available for my backend team to view when ever there is a call / support ticket from them. I will like Support to Zoho CRM.
I would like all users tossed from the same email address by default
I would like all users to send from the same email address by default when sending an email from Zoho, using the Zoho mail system. But currently it always defaults to the users email address which we do not want to be seen externally.
One Potential stage shows up twice in reporting due to extra space, not sure how to solve
Hello, We use the Zoho CRM Potential module to track jobs, and it's a very important part of what we do for tracking. For some reason, the Stage called "Generator - Appt Set" shows up twice. A second time, it appears an additional space is added. Stages Example below when I export to excel: Completed and Invoiced 24 Completed, need to Invoice 1 Generator - Schedule Inspection 16 Generator - Appt Set 5 Generator - Appt Set 5 Generator - Deliver Generator 3 Generator - Need Pad and Permit 14 Generator
Mass Emailing: Tracking Sent To
Two problems: 1) Your mass email function does not track who emails are sent to (it tracks total sent by day but not a list of who its sent to). 2) In the Mass Email Leads tab where you select the recipients, (i.e. I selected "My Leads") the list is not sorted the same way as if I go to Leads > My Leads Instead, you have to search each record to document who was sent to so that I don't send a duplicate OR leave anyone out. OR am able to update as "Attempted to Contact" Please provide a fix so I
Account to Potential
When importing accounts is it possible to change an account that imported in to a potential?
Assistance Required
HI, Please could i get assistance with CRM, i have changed my employees role to standard with the option to view and create new contacts but are unable to view my companies contacts. Please advise... Thank you
Searching accent marks
Hi, this is just a suggestion we think could be useful for no-english users. Spanish speakers have accent marks in our vocals and when we search, for example "Raul", with zoho search enginye it won't match with "Raúl". Google does this kind of match but zoho crm search engine doesn't. It could be possible?? Thanks!
payment
how do I confirm my account is set up for monthly payment and confirm my credit card?
Custom Modules and Contact Module integration = Contact lookup field populates custom module address fields?
Is it possible to have a Contact Lookup field in a custom module populate the data i.e address fields/name fields from our Contact Module? If so how do we achieve this? Thomas Pursifull
Why no Feeds or Tags in ZOHO CRM Contacts versus Zoho Contacts
Both feeds and tagging is available in the free version of Zoho Contacts. Why this is not offered for Contacts in ZOHO CRM. This will be very useful when you operate from Android Phones.
Not confirmed
I have sent an invitation to a new user in our company, however she receives the email notice advising her she has been invitied but no link to confirm her user status. What am I doing wrong?
REPORT for customers, who didnt order within X days
Hello World. I am losing my hair on this one- I am trying to create a report, which will show me customers who didn't order within X days (or didnt receive an invoice within X days). Did anyone of you succeeded with such a report?
Google Contacts Sync
Hello, I set up the Contacts Synch with Google Apps. Select bi-direction sync. Two question: I blank some value (es telephone number or email) from Zoho CRM, but in Google contacts I still keep the previous value. Seems that syncronization only work if I change a value, but if I blank the field it doesn't work From documentation I see that the key used for mapping contact is the email ((primary email field in contacts) in Zoho CRM and Email (Work) field value in Google Contacts). Anyway if I change
Google Apps for work and crm zoho
if i use Google Apps for work how can i upload the Sent and received E-mails from my E-mail ??? and if there is any features when i use Google Apps because i saw your company in this link: https://www.google.com/enterprise/marketplace/categoryHome?categoryId=7
Outlook Plugin won't log in
I just got the Outlook plugin for Zoho CRM. When I go to login, it will not recognize my username and password. I tried both the email that I used and the Zoho username multiple times. Nothing I have tried will work. Help? Blake
How to get Lead names to appear in some reports
I'm trying to pull a view or report of all open activities/events, but on the Activity view the Lead name does not appear. If I pull the Acitivities report , only Contact names appear. I've tried to customize all to no avail....any ideas?
I'm an Independent sales rep and need a solution to track my "Leads to Accounts" sales progress among multiple (9) brands/companies???
I'm an independent wholesale apparel sales rep and have just started using ZOHO for my CRM needs. I currently represent 10 brands/companies and trying to figure out the best way to manage them from the Leads to the Account stage. Is it possible to setup each brand as a Territory within ZOHO? If not, what do you recommend as a good alternative? Many thanks for any suggestions!
Zapier with Zoho Subscription
I've created a Zap to connect Formidable Pro with Soho Subscriptions. When I try to test the Zap I'm receiving this error: JSON is not well formed. I've contacted the Zapier support team and they told me this: Jumping in to help here. I believe the issue lies with this field here: https://zapier.cachefly.net/storage/photos/37b3d554e31ccaa29de14d21ba6727a6.png You'll need to sub "TAX ID" for the index of the custom field in Zoho Subscriptions. This is likely an integer that refers to the TAX ID custom
Purchase Orders creation
I note online that Purchase Order creation appears under the Zoho CRM module. Is this separately licensed? I cannot find this module. Thanks
Sync Inventory
Is it possible to sync my inventory on my website with inventory in zoho?
forecasts changed
Hello, My administrator has accidentally changed the forecast from Monthly to quarterly and with that action deleted the forecasts in the system. Typing in the forecasts again is not the main problem, the main problem is that i do not know how it happened and i do not know how to switch back from Quarterly to monthly forecast. Regards rene
Account is Currently Not Active
Whenever I run a Custom Function It Give Me an error either "This Account is Currently Not Active Error Code 4101" Or "Invalid Ticket ID Error Code 4834". Please Assist Me on this as soon as Possible.
Parse string query from webform to non-zoho webform on thank you page
Hi everyone, I have a prob I need some guidance with: we have a zoho web form embedded on a site to capture user enquiries. We need to parse the string query from the completed web form into a NON-ZOHO webform on a different page (thank you page) as pre-populated text. This is so same user can opt-in to a third party marketing offer, and to save them from having to re-enter their details. Does anyone have any ideas around best way to do this? Thanks, Darren
Using Google Chrome to Print
It prints very small when I use Google Chrome to log in. IE seems to work fine for the printing. Any suggestions?
Force Update of Expected Revenue through custom function
I have created a custom function that when coupled with workflow rules will take the amount of a quote that has been marked as "closed won" and update the amount of the related potential to match. The workflow set also updates the potential stage to "Win" and the closing date as today's date. What I have noticed is that even though the amount has changed and the probability has been increased to 100%, it uses the old Amount for the calculation instead of the new one. Is there a way to have it force
CRM Zoho Mail Add On Users
How do I enable, disable Mail Add On Users now? Also, when I go into the Setup, Mail Add On Users, it simply shows my name. No selections to control the subscription, etc. There used to be an area in setup where you could select which users had access to certain features. Now there is not. This CRM/ email feature is poorly integrated. Email is a vital part of CRM.
Make exact copy of a zoho installation
Here is the scenario: I have one Zoho installation which I want to duplicate, including attached files, messages, basically - all of it. At the moment, all accounts in their respective 'countries' running in one CRM. I spent some considerable time to 'fine-tune' the current installation. Also, almost every account has files attached to it. It would take a long time to export, fine-tune again and so on. The fastest way is to duplicate to a new zoho CRM with a new login, company, etc. I would then
Duplicate results in Reports
In some of our reports within our CRM it shows duplicate entries which makes things confusing. It is an "Account and Contact" report where the Account Name is the main thing we report on. When we generate the report it shows me say 10 total accounts for this month, but often times 3 of the 10 are the same account. Not sure why this is??????? Please help!
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