Questions about telephone contacts
Hello, I am trying to connect our Zoho CRM account to a phone. This implies syncing Google contacts and Zoho CRM contacts, and also using the Zoho Card Scanner app. But we have run into a couple of issues. 1/ After scanning a business card with the app, sometimes the contact takes some hours to appear in Zoho CRM. Is it supposed to be instant? How often does the app sync with Zoho? 2/ Google integration allows bidirectional syncing of Zoho contacts and Google contacts. Is it limited to Zoho contacts?
I want to sync my calendar with google calendar.
Hello i need you help because i want to sync my CRM calendar with google calendar.
Website field is missing from Contacts business card
When I'm adding information to a contact, I can't add their website - there is no field for this and no way that I can see to add it It exists for a 'lead' and an 'account', but not a 'contact' - why is that?
Activities Module not displaying any data on screen
for the last week or so the Activities Module keeps going blank and then will not display any data at all. Attempts to select a different view within the dropdown list fail as well, will not even make the selection. All attempts to refresh screen, navigate away and back and/or log out and log back in fail to produce any data as well. Currently only way to see activity data is to generate via Reports module. Please advise
Cannot login ZOHO CRM. API access is enabled but cannot enter
This basically is the problem. When logging in from my Google Apps account, there is a message Enable API in New Admin console. API is enabled, but this message keeps appearing. And I cannot proveed. Help please.
Need help finding the the best method intergate email in CRM
We use Office365 online exchange, our sales person would like to have CRM keep track of incoming & outgoing email with clients in CRM, we tried few options below and still can't find best solution, hope some one can give me advices, thanks. Below are what I had tried: POP3: we like this setup, but the issue was it kept changing "unread" email status in user's Outlook to "read", and that is normal for POP3 (not zoho issue) Plug-in for Microsoft Outlook: Seem ok, but users has to do everything manually
Multiple Email Accounts in Outlook and sync issues
Hello, I have three email accounts that all come into my outlook. I have the outlook plugin installed in outlook, but cannot get my emails to sync. Will the only emails that sync be the ones that are tied to my login ID for Zoho? Any insight?
Chromebook/ Chrome browser: Call phone numbers using google voice/ hangouts
Hi, As i understands it Zoho CRM has an option to call phone numbers using Google Voice (which i believe is now called Google Hangout, maybe i am wrong). It also seems like this option is only available to phone numbers in the US. I have tried calling European phones using my Google Hangout account, and that worked just fine. Would it be possible to enable this feature also for other phone numbers than US numbers? A suggestion - i have no idea if this is possible from a coding point of view - the
Zoho Projects related list shows Loading....
I entered the ZSC key and email to integrate my Zoho Projects and CRM. However, in the CRM Accounts related list for Zoho Projects, I only see the word Loading... and it never resolves into the list of associated projects. Why is this happening?
How can I import custom fields from another CRM (zoho account registered on another domain)?
I have created multiple custom fields (~50 fields) with dependencies and mapping from my Zoho account (account A). I want to import all the data, and also custom fields, to my other account (account B). What is the right way to do that? And if it is not supported yet what is the work around to get the task done?
Formula Fields
Is there a way to recaulculate Formula Fields in Batch? I just add a new formula field to the potentials and I need to calculate it to all the potentials that are already registered Thanks
How can I add a new field with formula?
Hi, I'm new at Zoho CRM. I'm having trouble about adding new field with formula and fill it for all my Proposals. For exemple: New field = '(Field)Total * 2' I want all Proposals with this new field. Only way I found was editing each one and saved it to refresh this new field. Is there a faster way to do this? Thanks for helping, Best Regards, Marcelo Kenji
how can i run a calculated field against existing records
Hi, We want to calculate the difference between 2 existing date fields through our existing data - we have created a formula field but it says it will not calculate this on existing data - how can we do this to calculate on existing data? Is there a better way of doing this or can we overide this somehow to calculate on existing data. Please respond as soon as possible. Many thanks
I can't change fiscal year
Hi, In Settings > Org Settings > Fiscal Year, my the fiscal year month is locked. How can I change it? Charlie
How do you remove a participant (or uninvite participant) from an event
Can Zoho CRM remove participants from an event once you've added them to it? There are no details in the help or the forum that I can see so far. Thanks!
CRM Custom Function - Change Quote Subject to include Quote Number
I created the following custom function, to maintain naming conventions in the Quote Subject and more importantly to include the Quote number in the Subject, which doesn't exist until the Quote is Saved (created). I thought I had it, but the Quote number included in the Subject is alway a number 2 less than the actual Quote number. Any help would be appreciated!! void workflowspace. Combine_Args_To_Create_Name1 ( int QuoteId , string AccountName ) Edit Arguments QuoteId_String = input.QuoteId.toString() ;
Is there a way I can create a group?
Is there a way to group the leads on the CRM software? E.g. If I want to group Car leads and then group separately Motorcycle leads. Thanks!
Fields change
can i change/add more Fields?
Zoho Geographical limitations
Is Zoho webpage blocked in China or any other Asian markets? Thnkx
How to programmaticaly attach a file to an email without exposing the Auth Key?
I want to attach a file to an email (a different one each time). I can do it with this code: void workflowspace.eMailCotizacion (int quoteID ) quoteIDstr = input.quoteID.toString(); resUrl = getUrl(("https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=auth_key&newFormat=1&scope=crmapi&parentModule=Quotes&id=")+quoteIDstr); attach = resUrl.subString(150,169); SendMail [ From : zoho.loginuserid To : zoho.loginuserid Subject : "Test Attach" Message
7700
I have entered all of my products and want the users to select a product whilst in their potentials and the product value to be added to the potential value, does anyone know how to do this?
Adding Fields
How can I add fields to a created section in the Leads Layout?
Bug when entering account by typing into field
You might not know that you can type into the Account Name field in other modules like invoices. When you start typing, it brings up a drop-down list of accounts that match. This can be used in place of the lookup icon that brings up a pop-up window. However, when you use the drop-down list and select an account, it does not populate the address fields the same way that it does when you use the lookup button. This isn't a huge problem when the address fields are blank, but if the address already
My "create custom field" button isnt there
In Zoho CRM I went into setup and tried to create new fields, but the button to create a new field is missing. I know this is not due to me having already created too many fields because 1) I havent created that many and 2) it would just alert me that i'd already created too many custom fields for the free version and I would have to upgrade in order to create any additional fields. does anyone know where my button went or why it is missing?!
All data disappearance?
I have a problem. A BIG problem. My company has an account on Zoho with CRM app and a giant database in it. Today our administrator created a second account on Zoho. Administrator didn't have any knowledge about first account. So he added email-login of the first account as usual user email to the second one. After getting several errors in Zoho admin panel he removed this email from the second account. THIS ACTION FULLY DELETED FIRST ACCOUNT! With CRM and all associated info. We've trying to contact
default potential creation from lead
Hi guys, as you can see below, there is check box for creation of potential when you are converting lead. My question is if I am able to checked this field as default - means that during lead conversion i have pre-defined create account and also potential?? Thanks
Contacts/Accounts
Is there a way to merge duplicate contact/accounts?
Does Zoho CRM Standard Version have chat integrated?
Hi, Zoho CRM Standard Version have chat integrated? Or only the other versions? There is some free plugg in? Thanks!
No visionado de email enviados
From La Pantalla de los Trabajadores no aparece los email Enviados A Los Clientes, en Caso contrario los Gestores si pueden comprobar Que estan Enviados, Alguien sabe si Es Un from puntual error o solo el dia de Hoy
CRM inventory templates editing tables
I am trying to change the tables, boarders ect. Doe anyone know how to do this?
Set print layout for A4 paper
Hi, I don't know why, but for some reason anything I print down from Zoho seems to print horizontally instead of vertically onto A4 paper. I can't find where to change this, is it in settings somewhere? The print screen is not allowing me to specify horizontal or vertical. it's most annoying! Sue
Web to Lead Required Fields Code
Hello, I am going round in circles as I can't seem to get the required field validation code to work. I am hoping that someone can see where I am going wrong? The form is submitting and recording inside the CRM Leads correctly, just can't get the validation script to work :( <form action='https://crm.zoho.com/crm/WebToLeadForm' name=WebToLeads799553000000060012 method='POST' onsubmit="return validateForm()"> <table border=0 cellspacing=0 cellpadding=5 width=290> <input type='hidden' name='xnQsjsdp'
How exactly work price books in the Quote ?
Hi, When i create a quote, in the product detail zone we can choose a price books, in this list price we especified the discount rules. If i choose a price book, the discount will be appear in the discount field, but this is not happening . is this a possible mistake or this functionality is not supported now?
Locking a Record So Changes Can't Be Made
Is there a way using criteria to prevent users or groups of users from changing a record? For example, if an invoice status is PAID, don't allow anyone to edit it any more.
Limit on Custom Modules?!
Probably the most important reason I upgraded to Enterprise was the availability of Custom Modules. Now I find out that there is a limit of five?!?!?!? There is NOTHING in the Plan Details that indicates this limit. Many of the other features show limits. I am disgusted that I reached my limit AFTER spending days creating five modules. I would have prioritized other modules. Now I wasted a ton of time. Anyway, I find the limit very low and totally unfair given that it is not documented in the pricing
Asking contacts to check and update their contact details in Zoho CRM
I have recently started using Zoho CRM Professional Edition and love it! I have imported/added around 250 contacts and am confident the number will double in the next year or so. I have used another CRM many years back which had a process that enabled me to maintain the quality of the contact information in the CRM by triggering an email to a select range of contacts showing then the contact information I had in the CRM against their name (email address) and asking them to check and confirm the
Event Invites look non-sensical
When I send Event invites (through my CRM), my boss doesn't get the clean pretty invite (attached: Event Invite), he instead gets an invite that is all nonsensical (attached: Zoho Event Invites). I haven't received complaints from people in my CRM, but I don't always get responses, which tells me that maybe those who don't respond, aren't getting a clean invite. Why is this? How can it be fixed? He uses Outlook 2003 SP3.
event confirmation for contact / customer
I am confused. I want to send my customer a confirmation of an event / appointment if they have an email. What would be the best way of doing this please?
Update Record Id of one object to another Object using custom functions
Hi, I have an object A which has a lookup to object B. Whenever Object B is created I want to get the ID of the record that is created and update that record ID to the lookup present in the object A. Using Custom function based on the phone no criteria I used the integration task SearchRecordbyPDC to fetch the records. From the list return I am not able to pick the particular field value from the list. How can I do it? Is there any other way? Am I doing right? resp1 = zoho.crm.searchRecordsByPDC("CustomModule3"
Return one element from a list to a variable
I want to get one element from a list into a variable. See the example below. How would I just get the VALUE for "Company" field in the below example? I can't seem to figure this out in CRM's script builder. I think in Creator you would do: company = crmResp.get("Company") However, the 'get' method does not seem to be supported. Example crmResp = zoho.crm.getRecordById("Leads", 231356000000121001); Response from CRM [ {"Lead Owner":"Test","Phone":"34567","LEADID":"231356000000121001","Country":"country","City":"city",
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