Emails sent from Zoho CRM not syncing with Outlook
Greetings, I started using the Zoho CRM Plug-in for Outlook recently to sync data from Outlook into Zoho and vice versa. Our organization is currently hosting emails on a MS Exchange 2007 server. Everything has been great, except that emails sent from Zoho are not syncing with Outlook. Emails sent from Outlook, on the other hand, are syncing correctly with Zoho. We use both Windows 7 and Mac OSX operating systems in our organization. I understand that the plugin for Mac has some limitations and is
How do I see emails sent from crm in sent folder in mail
If I send an email from the crm it does not appear in my sent mail folder in my zoho mail account. Is there a setting I need to change.
Wrong translation
Hi, there is a mistake of the field name and title, one correspond to the other. r
help with adding or modifying module
Hi, I am in the sales and service industry - 5 salesmen. 1. Our company uses a transmittal system for our billing and parts department to track inventory and payable/receivables. The closest module to the transmittal is the Sales Order module but it is missing and hides many key elements that are necessary for our company. a. can I build my own module that would look - when printed like the excel sheet that our company currently is using? b. If so, can I have it be self populating
Related fields in custom modules
Hi, I have made a custom module and related it with other modules by lookup fields. I was trying to add related lists but once I run the procedure "add related list" I have response that related lists are not available. Please advise. Thank you, Matthew
Backup that was refreshed.
I just did a back up and refreshed my computer before I received the files. The date and backup shows today on my backup file screen... how do I access them?
Change free user to a member of my subscription
I recently added a user (bward@fatpot.com) to my subscription, and she received the invitation. The problem is that the day before that person went out and created a free account on her own in Zoho. It appears to be blocking her from accepting the invitation. How to proceed?
Sync products/items between Books & CRM not importing stock levels
I have used the Books Connect - Products in Zoho CRM to sync between Books and CRM but stock level information is not being synced - Qty in stock, Qty ordered & Qty in demand are all showing as 0 even though this info is available in Books. In other words there is no sync happening. How do I make it work?
Dashboard chart
Hi Zoho team, I would like to build a chart in my dashboard that shows the amount invoiced over a given period. I also need the the amount my company invoiced since the begining of the year. How do I do that? Thanks, Benoît
linking modules
Hello, I have a module titled providers and I have another module titled practice status - i want the data in providers to update some of the data in practices...can you link modules or have modules feed data to modules? For example, If a practice moved in the address field and I updated this field in Providers, could it update Practice status? Thanks Tricia
How do I edit price book?
I am needing more detail displayed in the price book, and can not edit it or add it. Please help. rob
SYN PROBLEM IN ZOHO CRM AND INVOICE
Hi ! i have created a new invoice , by adding a new customer from zoho invoice , it should be reflect in ZOHO CRM after 24 hours.. but its not displaying in CRM.... using id - hr@bansalclassesdelhi.com but it is showing using this id- info@bansalclassesdelhi.com CUST. NAME - ONKAR INVOICE # - EDINV0047 please check the problem and resolve ASAP.
invoice
Hello ! I subscribed to the Zoho Professional Plan a few days ago, so I can create invoices. I would like to create beautiful invoices like this for my custumers (so with color lines, nice typography, table well organized etc...) Edit : Is it possible ? How can I do ?
how to hide the data based on users in enterprise edition?
i am able to see others records as well in my account. how to hide others data if i log in as my user id?
Mass E-mail
When sending a mass email with Zoho does the recipient(s) know who else is receiving the email...what is the best way to mass email?
Update Account Field Using Formula Or Workflow
I wanna auto fill my account Field in Contact Object... But there is no way through Workflow.... Please Help me as i am New to Zoho Crm
How to load different excel files?
I am currently trying to test the CRM system for our company and we would like to load historic data into the database. I have customers who have already purchased our products, customers who are going to have a demop and leads. I would assume that customers who have already purchased the product would directly go into the 'Potential' category however will i need to creat a contact first? I am just having problems loading previous existing customers into the database without having to load it into
PDF Generator Failed to Generate Documents Properly
Please remove the PDF Generator immediately as it does not seemed to help creating documents in a nice way. Instead, it generates documents in ugly styles and messed-up layout. Please bring back the webpage (HTML) version of "Print Preview", and we have our way to print it into PDFs (at least Google Chrome has this built-in function).
Formula Field = Case Sensitive
More of a public service announcement than anything, but in case you haven't figured it out (and it took me an embarrisngly long time), the Formula Field in Zoho's CRM is case sensitive: If(x=y,1,0) is NOT the same as as if(x=y,1,0). In fact, the latter will not work. Cheers,
HELP IF FUNCTION
Hello, I need build a formula from the options to Create Custom Field in Cases. I have a field called Type, which has these values: Presales: Simple Query Presales: Sizing Presales: Validation of Technical Specifications Presales: Response Technical Specifications Presales: Technical Specifications Design Presales: Opportunity Detection Presales: Virtual Demo Presales: Pilot (POC) Presales: Demand Generation (Final) Presales: Demand Generation (Partners) Each of these values, show a kind of task,
update lead records - no permission
Hello, I wrote a script to update a record by ID. The ID is custome field. My script is: $xmlData = '<Leads> <row no="1"> <FL val="affStatus">'.$newstatus.'</FL> </row> </Leads>'; $url= "https://crm.zoho.com/crm/private/xml/Leads/updateRecords?authtoken=".$auth."&scope=crmapi"; $post=array("id"=>$id,"xmlData"=>$xmlData); <--curtl--> I get the message: You do not have the permission to edit this record or the "id" value you have given is invalid. How can I correct this? Thanks
updateRecords - no permisiion
Hello, I wrote an api to update records by ID. I crated a new custome field named ID and I insert int to it in the leads. My api is: $xmlData = '<Leads> <row no="1"> <FL val="affStatus">'.$newstatus.'</FL> </row> </Leads>'; $id = '123456789'; $url= "https://crm.zoho.com/crm/private/xml/Leads/updateRecords?authtoken=".$auth."&scope=crmapi"; $post=array("id"=>$id,"xmlData"=>$xmlData); //--curl--// I get: You do not have the permission to edit this record or the "id" value you have given is invalid.
I would like to cancel my CRM
Hello, I would like to cancel my CRM subscription but am having difficulty in finding a way to do this. Can you please help thank you.
Convert a lead into a record in a custom menu?
Hi, Some of our dead leads still would like to be on our mailing list but we would like to get the out of our lead section. I have created a custom module to put the dead leads in, but how can I get them over there? I can find a way to convert them to the custom module. How do I do it? Roger,
Where is your WSDL?
I am looking to integrate Zoho with a client that uses SAP Business One and Task Centre. The integration with Task Centre is a requirement for the client to proceed with Zoho. In order to set up the connection, I need a WSDL file (URL location), but I can not seem to find this in any documentation. Is this not available?
no visit record in contacts
1. no visit record in contacts. we have set zoho sales IQ on the website. we can see visitor coming. 2. no email alert in CRM, no new email or alert in tap of CRM
CRM -- listing assets
I'd like to be able to track the assets each customer owns. This includes the name of the asset, and its serial#. What would be the best way for me to design this into the CRM? I would also like to either get a list of these by search, or creating a report so that it lists the company name, customer name. Can I do the above using the "standard" CRM?
Link Zoho CRM to Zoho Creator
We have created a quotation calculator in Zoho Creator. This now needs to be linked to Zoho CRM so that it appears under the "Quotes" folder of Accounts in the CRM. This then allows us to see all the quotes given per Account and assess which have been converted.
Zoho CRM Down?
Hello, my employees and I haven't been able to access Zoho all morning today. Is the server down or what? Thanks!
EPR
Do you have any erp programs? Thank you
Restore a Zoho CRM back up into... Zoho CRM
I used to manage all my contacts & opportunities with Zoho a few years ago. Before closing the account for a while, I had made a complete back up (10 USD) that left me with a data.zip containing in separate csv files all my data. I would like to start a zoho crm account again. I imagined that it was more than easy to make everything working again but so far i did not manage to. Has anybody try this, to me, very common operation ? Thanks for your help Cheers T
How can I find Zoho bills?
Where can I find my monthly bills? Invoices, what the fuck you say.
Change Super Admin in Zoho CRM
How could I change the Super Admin of the Zoho CRM account
test data for Contacts, Leads, etc
Hi, Is any (bulk) test data available in standard import format to test applications using zohocrm import/export APIs Thanks, krishnan
Does Unfollow button work?
I can't unfollow any lead or account. When press I Unfollow button, it looks like Lead in unfollowed. But when I open this lead again (or juct refresh the page) I see this lead as it is followed again. The same With accounts.
ID relation between lead and contact
Issue : I use API to insert lead and API returns me lead ID which I store in my system. In the moment when I convert lead to contact the ID of the contact is different. Question: probably I have to store some additional ID (which is the same for lead and contact) on my system? Because after conversion if i'll try to find lead by ID system will tell me that there is no such lead and my system will create new lead (which in fact will be duplicate of contact)
Contact details of a new lead should be sync with the contact list automatically.
Hello, I am very new user on the Zoho. Please help me on bellow cases. Case 1: When user creating a new lead. In this lead form almost all the contact information get filled by user. So after lead creation this new contact information should be reflect automatically in the contact list. But it is not displaying in the contact list. Case 2: A contact has been created in contact list already, if user want to create a lead for this contact, then how can I create a lead for this contact. Please help
Default email settings when sending from contact
Hi, This question was asked 7 months ago by another user in this Forum Topic but has not been addressed by support. I found a resource that describes how to change the default fonts on outgoing emails, but this seems to only apply to the "emails" module. When composing an email from a lead or contact record (by clicking "send email"), the default font is still set as Verdana (even though I changed the default font to Calibri by following these instructions: https://www.zoho.com/mail/help/compose.html#alink3)
4401 Unable to populate data, please check if mandatory value is entered correctly cant figure out how to solve it
Having the problem with inserting data in custom module 4401 ("Unable to populate data, please check if mandatory value is entered correctly.") make sure that there is only three field in my custom module. this code is working fine with Leads. The Problem is only with custom module Below is my code $token="AUTH_TOKEN"; $xmlData='<CustomModule1>'; $xmlData.='<row no="1">'; $xmlData.='<FL val="Aero Name">Aeroiq Registration</FL>'; $xmlData.='<FL val="Aero Owner">Abigail DeCou</FL>'; $xmlData.='<FL
Auto populate fields in tasks
I think it would be great to be able to auto populate certain fields in tasks. As of right now, I have to copy and paste the name of the company in to my task and I can think of a couple more fields that I would like to have pre-filled in as well.
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