I am looking for a Zoho consultant in the Washington DC area.
I am considering a move to several Zoho applications for my business and I need assistance in evaluating whether it can be done in whole or just certain applications. Consultant would need to know CRM, Campaigns, Recruit, websites and possible Invoice.
Auto-Capitalization of a Zoho Default Field
I would like to know how I can set a field within my CRM to auto-capitalize all letters when an employee enters it into the system. Where in the system can I do this. I can't seem to find it on my own. Please advise.
Website Contact Form Spam Filter/Captcha
The free version does not offer a captcha option for the website form. Is there any other alternative? Workflows? Somthing? I am getting hammered with spam daily from the form. Please! :0)
How do I integrate Zoho CRM with Google calendar ?
I want to assure once I log in through my Gmail account and look at my google calendar that I can see all of my Zoho tasks. Please help Alexa
Approval Process on Accounts
Can you create an approval process with out a workflow? Here is what I am trying to do: On account creation if the account type contains, Lead then send for approval. Upon approval change to Prospect. If Declined sent an email alert to Account Owner and User. When I do a test upon creating a new account nothing happens. Why? Thank you, Tabitha
Read the result of a query getRecords - Account
Hello, I'm new in Zoho API. I've to do an external win Application with Visual Studio. I have get an Account or many Account calling getRecords and getRecordById methods. My question is how can I simply format the result of these two methods to show in a grid or similar. Or to do a for each row in the result and piant it on my form. Thank you very much.
can't update stage for potentials
Hello, I've noticed this problem for a few weeks now - seems to be a bug. When I try to edit the stage of a potential (updating the stage in the pipeline) it's supposed to automatically also update the % chance of closing, as well as the value for the potential. Ex: If I say a potential deal is worth $1000 and change the stage one to another with corresponding values of 40% to 60% - it should change not only the % but also the amount in the pipeline from $400 to $600 - but neither of these are happening
How can I notify a user when a new lead has been assigned to him manually?
I need to notify the users of my company when a new lead has been assigned to them. The notification should be Email stating that a new lead has been assigned to you. Kindly advise on the same. I am currently on paid edition (professional).
Create alert after lead approved
I am struggling to create an automatic alert when a webform lead has been approved and ownership reassigned. I can trigger the alert by changing lead ownership after approval, but not during. Any help would be appreciated
All the custom fields in my contacts have disappeared. I'm not a free member and I have not missed a payment!
Hi, All the custom fields in the contacts module of my CRM have disappeared. I am a paid client, have not downgraded and have not missed a payment. I can see the fields when I add a new client so they still exist, I just can't see them when I pull up a client record. I own a yoga studio and this is how I manage client visits, memberships, packages and how I find the information to contact them. I am unable to run my business efficiently right now. THIS IS AN EMERGENCY. I sent an email to the
Update Contact from XML third party API directly in Zoho
Hello! We have a web service that returns data as XML. We would like to call API our web service directly from Zoho (either from Custom function or somewhere) and update Contact with XML data. Please tell me is this possible? Thank you!
Fetching dependent field values
Hi I have created a custom field (picklist) named Priority. I have made this Priority field as dependent to Lead Status. Now I want to fetch values of Lead Status and Priority together. Suppose I have mapped 'Not Contacted' (lead status) to 1,2 (Priority), now I want to fetch something like Not Contacted with 1,2. I want to achieve this in C#. I am using REST api. Please help me out.
Multiple currencies
I use multiple currencies for Zoho CRM Sales Orders. Is it possible to link Zoho CRM exchange rates to live exchange rates? If not then I have to manually change all exchange rates every day.
Changing decimal format in existing field
Hi I´d like to change the way that decimals are displayed from using a ´.´ to using a ´,´ in an existing field. Is there a way of customising this per user, or just changing the field format? Thanks Johnathan
update related records
Hi, I am a developer trying to create a php app to pull down contacts from CRM and update or insert contacts with a relation to a campaign which will be either preexisting or inserted with api calls. I can't figure out how to make a relation though, and Zoho support hasn't gotten back to me after almost a week. Someone please help me.
How to handle massive amount of picklist value?
Hi, I understand that Zoho CRM has a limit of 1000 picklist value per module. Is it possible to increase this limit any way? What is the best possible way to handle many different picklist value for the accounts module? Thank you Pang
Current Age formula
Hi There are a few very VERY old threads on this - but it's such an obvious problem, I'm assuming it's been fixed by now?! Using formula to calculate CURRENT AGE from DOB field. The code supplied by Zoho is Datecomp(Now(),${Contacts.Date of Birth})/(60*24*365) Problem is - it makes people a year older? I've heard it's down to rounding or something, but I don't know any of that - I'm just after getting the correct age for my contacts? Can anybody help please? M
Open Corect Email Client
Please tell me how to make the email links in Zoho CRM point to a web-based email client. Right now they always open Outlook. We don't use Outlook and never will. We don't even have an office. We are a virtual company, everyone can work from anywhere, that's why we want to use your web-based applications. So why are you forcing us to use an off-line program to send email from a web-based application? If I'm using a different computer I suddenly loose the ability to email from within the CRM environment.
Automatically trigger rule: change lead ownership
Good morning, I am stuck and need some assistance. I am inquiring to see if the following scenario can occur: Sales employee creates a new lead (assumes ownership), but due to travel emergency will be out of office for 3 days. As a result, to no lead follow up the set automation process rule criteria is set to trigger. (Due to a set time parameter no follow-up (lead input edit/modification). This rule automatically assigns a set new parent or default owner (supervisor) for review. This is a reoccurring
Need to send leads in a .csv format
How can I email or send our "leads" in a .csv format?
How can i update Contacts field either via Zoho API or somehow from custom function in workflow
Hello. I have third party web service for getting values for my Contact Zoho module. This web service returns data as XML. How can i update Contacts field directly from Zoho CRM interface, for example, from Custom Function?
Customization Across the Sales Team
Is there a way to share your custom database with your team members automatically with the free version?
Task reassignment with lead reassignment
Is it possible to have tasks reassigned along with the Lead or Contact reassignment? For example, if a user has leads assigned to them, but leaves the company, the tasks are still assigned to the original user. In our environment, users can only see their own task. Can we have an option to reassign the task with the lead/account/contact?
Iframe, file upload & Captcha not working.
We have successfully setup Zoho CRM account. But when we tried to create a web to lead from from our account we were not able to use advance tools options (File upload & Captcha) in our web from. Also we didn't see any option for iframe (kindly check attached screenshot) Kindly confirm are we missing any thing as part of initial setup or these feature not available in free version (3 users)? Kindly confirm on this.
Use autoresponder while inserting lead with API
Is it possible to use autoresponders without using Web Forms? Idea is to send autoresponder when I insert lead to CRM. I know that there is possibility to complete it with workflows, but i'm interested in autoresponder functionality. Thanks for information.
Uploading data as a percentage
Hi In the CRM I have been trying to upload data that is expressed as a % in an Excel worksheet. I create a field in the CRM, using the % format, but when using the upload function it does not import the data. I have had to work around this be importing as an integer. But this is not a very satisfactory solution. Can you help? Johnathan
data from Outlook.
Hello who can help me . I want to compare the data from Outlook . I keep getting the same message that the password is wrong . It's the same as in the normal log in or ?
ZohoCRM for Outlook.... is not a valid Office Add-In
I've installed and uninstalled this numerous times. Any ideas?
PO from Sales Order
I am a Reseller and would like to be able to create a purchase order from Sales order data, including requesting the distributor to drop ship the products directly to the customer (customer as 'ship to') as I do not want to warehouse the product. I do not see these features currently but I am also new to the product. Can I do these things today, or do you have plans to add these features soon? rjohnson
Replace the home tab with an uploaded logo
The number of modules in the menubar annoys me a bit, I have disabled the ones I don't use, however, one module keeps going into the "more" or "..." symbol. When clicking that, it fits nicely in with the rest on the menubar. So it clearly is space enough. However, what about removing the "home" tab if you upload a custom logo - let the logo be the home link instead?
Can one change/add criteria (other than email) when checking for duplicates when importing leads?
Hi, In our company, there are clients that use the same email address but have different establishments/companies (with different names) which are seen as separate entities. Unfortunately, when importing these leads, they are seen as duplicates (due to the same email address) and so a large proportion of our data is not imported. Is there a way to increase the criteria for duplicate search to email AND company name when importing leads to avoid this situation? Many thanks!!
Send Estimates Inside of Zoho CRM
I am a subscriber to both Zoho CRM & Zoho Books. When I am inside of Zoho CRM and I create an estimate under the zohoo books tab, how do I then send this estimate to my customer while still inside CRM?
How can Sharpspring Emails be Integrated into Zoho CRM Contacts?
Hi, We have Sharpspring and use it to send an email newsletter to our contacts. All of our Sharpspring contacts are also in Zoho. As such, we'd like to append the contact's Zoho record to reflect the email sent to them from Sharpspring. it would be preferable to include the HTML from the email, and we'd like it to land in the email section of the Zoho CRM. What steps must be taken to achieve this goal? Thanks, Sid
Creating formulas and another custom filed using two custom fields
Is it possible to create another custom field based on two custom fields. We are on the Professional Plan
How to Integrate Emails sent from Sharpspring into a Zoho contact'so email history ?
Hi, We use Sharpspringbti email newsletters to contacts in our Zoho CRM. We would like to save a copy of each email to our contact's email history in Zoho. How can this be accomplished? Thanks, Sid
Zoho CRM email template
Hi, I would like to know if it's possible to take a HTML email that I have made in Zoho Campaign and take it to use it in my email sent in Zoho CRM ?
Is ZohoCRM Integrated With Zoho Subscriptions?
I am planning to use Zoho CRM for my subscription business. Is Zoho CRM integrated with your recently launched subscription management software Zoho Subscriptions?
Custom Views
I just discovered that My sales reps can change the content and the order of the content in any of the views. Our company wants to standardize what the default views are but can not do this when the reps have access to change the content of the views. Is there a feature that prevents them from doing this? I would like for them to be able to create their own views if they want but we need to lock down the default ones.
How to handle expiring contracts
Hi. I am quite new to Zoho CRM. I have tried the pro version, but I cannot handle the following need. I sell annual services. I'd like to know when a service is going to expire and send an email to my clients, or a report to me so that I can contact them. Is it possible to do this with Zoho CRM? What version do I need? Thank you
Use company name as lead and not contact
Hi, I have just joined a company where the lead name is being used for the name of the contact person. This means that we have multiple entries of the same company but for different contacts. I need to consolidate this into just one single company entry with multiple contacts attached. How do I go about doing this? Thanks in advance. Tom
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