Secure password
I'm the administrator (4 users) and I would like to secure the password modification. I mean, I would like to be the only one able to change the password. Is it possible and how can I do. Thank U.
Question on Zoho Integration
I am a bit confused on the instructions for Phonebridge integration on Asterisk A couple of questions 1. The phonebridge adapter is installed on the Asterisk Linux server right? I ask because it has a .bat file in there and I was starting to think that the Phonebridge adapter is installed on each Agents windows computer as a Windows service. So I just wanted to confirm the phonebridge does get installed on the Asterisk server 2. It says "A Linux Operating System. Both, your Operating System and
Adding contacts to a Campaign from the Contact Module
It would be great if you could select contacts from the Contact Module view and add them to a Campaign instead of having to create a report to download a CSV file into the campaign. I know you can run a query on the campaign module but is there a way to add from the Contacts Module if you just want to select a few existing contact records at a time?
Workflow SMS function in zoho creator
I am trying to setup an Zoho crm workflow that calls a custom function to send a sms message using twilio. The function is as follows: void sms (string Phone) { sms_response = twilio.sms.send("Twilio","5455544454","tester"); } I want to use the input variable in place of the phone number but for testing i have just put my mobile phone number here. This does not seem to send anything. This same function works in zoho creator but does not work in zoho crm as a custom function. Is this a limitation
Can I tell how many contacts have opened the mass-emails I send out?
Hello there, I was wondering if there is a way of knowing/keeping track of how many of my contacts have opened the mass-emails I send out? Thank you
How do I identify multiple records within another module in a custom field?
I'm trying to achieve the following setup: 1. Have a custom module named "Training Events" 2. Have a custom field within my new "Training Events" module which I can store the id's of "Contacts". 3. On the date of the event, I'd like to generate a report of all attendees What would be the best way to do this with Zoho? I'm also using the Zoho API to achieve this. Thanks
Flow thro o address data
I have made this suggestion /comment over several years and always come back to it in the hope the developers will do something about it. The original ZOHO had only one Street Address in the Account & Contact Templates. By using the set-up & adding 2nd Street to the Billing Address to cope with longer addresses, it should allow for this data to flow thro to the Shipping address when clicking on the copy over function. It does not copy! Also when adding a contact to a new Account the address data
unable to create One to one relationship using the look up field
Hi all I am new to zoho and database so i need your guidance I have one two forms "JOBS" form where each job has unique job number and "Invoice" form where each invoice has a unique invoice number Each job can only relate to only one invoice and vice versa I have linked by creating look up field in JOBS form so that we can look up for Invoice Number. The problem i am having is that one invoice number can be selected in many jobs Please help how can i relate two forms so that one job is only linked
Printing Account Information
When I print my Account information, I need to print all the Contacts, not just the first 10.
accounts
how do I add Account Information? email facebook page messenger number (what's up, Telegram etc) lycense number, data, serial number number of paramenter A number of paramenter B number of paramenter C etc how could I re-name some of the Accounts Information parameters?
I Want the zoho users to see only the leads names of other users
Is it possible that one zoho user can see all the information of this own leads but only the company name of the leads of other users of the company? If not possible, Can I create an user that can see only company name of all leads but no more information? We have Zoho Standard Edition. Thank you.
Zoho CRM-Phonebridge
Hi, i have a question : if I connect zoho crm with IP telephony is possible to have a report of how long it takes the user to answer the call? Thanks and regards.
Images in email template are rotated when sent
Hi, I am creating an email template and have placed 2 images on the page. In the edit mode and in the preview the layout is exactly as I want it, however, when I send the email the layout is fine but both images are rotated 180 degrees!!! Why?
Not all price book products showing in sales order pick list
Hi - I have a problem in that I have imported 48 products into a new price book divided into 3 sections of four products spread over three years (2015/2016/2017/2018) 48 individual products in total. When I then go to create a sales order and I get to the section where it says to "Choose products" for some reason only 24 products show in the pick list and they are randomly listed (not in numerical order) with 2017 coming first before the products in 2015 etc some are even jumbled up in years (not
Adding an admin user - dropdown box for role isn't working
Trying to add a user and role dropdown box is not working. ??? Thx
Associate an email to a deal?
Is there a way I can associate an email to a deal that was synced through the Outlook add-in?
Showing Emails on Accounts
Anyway to show all the emails form all the Contacts related to an Account on an Account to close the loop and savong users to scout around on which Contact record a specific email was linked?
Converting Quote to a SO/Invoice does not Update Stage
When converting a quote it does not update the stage to Closed Won- is there a way to do so?
sent mails to multiple leads are not appearing in sent folder
I sent a template based mail to multiple leads successfully...but not able to see the mails listed in individual lead's mail area or even in "sent" folder. Where I should see that these mails are sent to the leads?
Zoho can only be used in small companies due to lack of Email Privacy
In Zoho you can set up Organisations/Groups/Roles etc to control which users can see which information. However - when you use Zoho to send emails to clients - then you have no control over who can see these emails. ALL users who can access the client record can see ALL of the emails sent to the client. This is a major limitation of Zoho. There are many many scenarios where an organisation would wish to keep some privacy between different departments. E.g you could not set up a Zoho system for: -
Integrating Zoho Mail and Zoho CRM - missing features - wishlist (including 1 BIG data privacy ISSUE)
Am using Zoho CRM and Zoho Mail - Here are some things I wish it would do: 1) From Zoho Mail inbox - when reading an email from I client - I can Add Task, Add Note etc, but what I really would like is: a) To have a link/button - that would open a tab/window to view that client's CRM record (this feature is available through the mailmagnet icon - but not from Zoho email inbox) b) To be able to add the attachments on the client email - to the client's CRM record (right now i have to download the attachments
Help importing data
i have used the import for the last several months ot load the data. today i have loaded the data with what looks like the normal formatting and not making any changes but one of the fields is not importing. it looks like the correct format, i need your help asap. I am happy to send you a sample of the data, i have read yoru notes about formatting and i cannot see that i am doing anything wrong or more importantly anything different than what i've done on the 20 or so previous occassions I have just
PHP fsockopen form submissions from multiple domains
I have two domains and have been using the standard source copy/paste under 'embed options' on one of them for years with success. But now I'd like to use the same form on another domain I own on the same server. However in this case I'm using PHP and fsockopen calls on the server to attempt to relay the form data. This part isn't going so well, I'm not having any success trying to submit the post. Q: are these web forms locked down to only accept posts from predetermined referers? If so how
Candidate's names in alphabetic order
I'm having some kind of trouble with my candidate's ordering names, they are not appearing in alphabetic order. Even when I use the commands asc and desc , only the first page get organized. I need a solution as fast as possible. Thank you very much.
TRIAL?????
Your Enterprise Trial expires in 15 days WHATS THIS?
disqualified / bad leads
I want to track my jobs that we did not win. Is there a process in place to track the bad leads yet not have them show up in the leads page.
Is there a way to make a custom module into a lead/potential/account?
Our company requires very different information for leads/potentials/accounts of our 2 main products, even the staff related to these 2 products are completely separate. I will call them product A and product B. Our idea was to create separate modules for product B's Leads/Potentials/Accounts that would function the same as the default ones with convert features and all the rest. Is there a way to change custom modules to function in that fashion?
Potential vs Quote
Can you tell me what the difference is between a potential and a quote? When would you use one over the other and why? Thank you! Holly
Skip duplicate records
We're testing to see as potential duplicates are removed client , if you are already registered in contacts and see that duplicates are not always removed , there are some criteria used to do ? is important for us to be removed duplicates
Skip duplicate records
Hi, We're testing to see as potential duplicates are removed client , if you are already registered in contacts and see that duplicates are not always removed , there are some criteria used to do ? is important for us to be removed duplicates
Can't import vcf
I'm trying to import vcf cards but I get an error message: Vcard dont have Mandatory field (Last name) I check the Vcard and the info is there.
How can I set up Zoho so that whenever a task is delegated, the recipient gets an email?
How can I set up Zoho so that whenever a task is delegated, the recipient automatically gets an email?
How do I see a list of recent notes against all my contacts?
Hello, Is it possible to show on a dashboard or in a report a list of recent notes left against contacts in chronological order? Any help would be a appreciated. Thanks Conor
Why does my import not work?
Where does it say the mandatory fields? Must I have something in every single field?
Using Account Type "Vendor" versus the Vendors tab.
All of our Accounts (vendors and customers) were imported in together. We then went through and marked the account type of all of these to "Vendor". After clicking and playing around a couple more days I've found the tab called Vendors that allows you to add vendors and then add contacts for that vendor. Why are there two options available to store vendors and is there a reason you would choose one over the other? Is there any good articles or resources you know of for best practice on setting
Trail version
I have signed up for Zoho CRM. The systems indicates that I have trial period of 15 days. I have heard that you can use Zoho CRM for free if you have < 2000 contacts. Is that correct? And what will happen after these 15 days? Kind regards,
Sales forecasting (and potential tracking) for products with recurring billing?
Our product varies in price, but when we close a new client we bill monthly 5-50K for twelve months and then we "close" them again for another annual contract... I'm a very new user to ZOHO CRM but am not seeing a way to create a financial forecast that accurately reflects our business model. I'm sure it's a simple fix - any ideas anyone? Thanks! Nathan Fisk Saligent, Inc.
inserting email addresses with .org in them-how?
The CRM doesn't recognize an e-mail address with a .org in it, rather than the conventional .com. How can I adjust the settings so it will?
ZOHO keeps changing the "potential owners" in Active Potentials custom reports
ZOHO is driving me crazy....a few days ago ZOHO would "reassign" the owner of "potentials" to other users in the custom reports section, rather than keeping the user who the custom report was queried to find. Why is the system changing this randomly across all users in no logical sequence and how can this be stopped? It literally started just a few days ago
Automatically associate emails with contacts from another email client
Is there a way to use GMAIL to send e-mails to our contacts and Zoho CRM to automatically associate them with the "Contact" entity? For instance, if I am working with a Potential and I send a FollowUp email to our contact "Jon", I want it to be listed under the contact details (emails section) in Zoho CRM but I still want to use GMAIL as my e-mail client. Thank you!!!
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