Email Opt In
I'm interested in creating a simple call to action form that will populate to my CRM. I simply just want the persons email address. When I try to create any type of forms it won't let me just use email address. I need a name. How can I get just a persons email address?
Authentication and Fields
Hi Team, I would like to integrate ZOHO CMS into my application but i got a problem at the starting stage itself. To get an Authentication Token it's asking for ZOHO user credentials but asking customer credentials is a security issue right. Is there any OAuth flow kind of to login to ZOHO ? , like how SalesForce is doing . One more question is i would like to list out the fields that were supported by ZOHO for a Module like Lead,Contact Module etc (Fields : FirstName,LastName,Company
Send e-mail via account not contact
I think it is a problem that you can't use "contact" data in a account view. How can this be done? I know it is possible to do if you put together a report. I am open to suggestions! BR Kristian
Connect comments to field
Our sales people use Zoho all the time! One issue is that they would like to show the latest or a selection of comments for a account or lead in a view. So you have for example top 50 accounts and in the view one of the columns show the latest 5 comments. This way they can easily on their meetings go through he list and get back to selling.
HELP need to free space on default email account to start receiving on normal email account
hi I am currently unable to receive emails on my normal zoho account (xxx@xxx.com) because my default email xxxxxx@zoho.com has had its space allocation exceeded (i dont know how as this user does not use the default address.) Please can someone call us to resolve this immediately as there is clearly no help file explaining what to do about this. on top of this we have been asked to put in a captcha code in order to unblock the address (xxxxx@zoho.com) which keeps failing us as it keeps asking us
Importing Account data from CRM to Recruit
Is there a way of importing a single Account from CRM to Recruit? I don't want to dump the whole of my CRM data into Recruit, but as potentials become clients I need to individually import them, it would be great to do this easily, rather than manually entering the data. Is this possible? Thanks Will
convert accounts to leads
is there a way to convert accounts to leads without exporting accounts and then importing them as leads? That is way too time consuming and a faster way would be appreciated. Thanks!
How to search for empty custom date field via Zoho API?
Is it possible to search for an empty date field or do I have to set a default value and search for that? I'm trying to create a search query via Zoho API among all Products. I would like to get only new Products having no value in a custom date field. I have been trying to search for NULL, empty and "doesn't contain|*20*" etc. without any luck. http://crm.zoho.com/crm/private/json/Products/getSearchRecords?selectColumns=All&searchCondition=(My Date|is|NULL)&newFormat=2.... Is it possible to search
Zoho CRM PLugin for Outlook (version 2013) doesn't appear in Outlook
It is impossible for me on one PC to get the complement Zoho Plugin active. It has been installed but is not loaded at start of Outlook. It simply doesn't want to start. I get a message that there was an exception while running! Any idea what to do??? Thanks
How to map the form fields with the zoho crm module?
hi there, I am integrating a web app with zoho crm lead/contact module.Now i created a form containing fields such as name,email etc.I want to map these fields with the zoho lead/contact module.How can i achieve this? regards
Create Task and relate it to a Potential
I can do this through the web console but when I attempt to do it through the rubyzoho gem I can't seem to get it working. Any help would be greatly appreciated.
Why cannot I edit on my IPAD?
WHY CAN I NOT EDIT WHILE WORKING IN ZOHO ON MY IPAD?
Searching for Accounts in CRM Mobile App
We have a lot of accounts with the same name - like a chain, for instance. In the web-based software, we are able to utilize the Location and City fields to indicate differences between similarly named accounts. For example: ABC Cafe might be in here several times and perhaps three are in the same city, so we're able to search for just Baltimore ABC Cafes and then look down the list of locations to find the street name or nickname to differentiate. This function doesn't appear to be obvious in the
Can you create a Follow Up date queue
Other CRM's I have used have the ability to set follow up dates and pull up that date so you have a list of clients to call through. Is this available somewhere on Zoho?
Need To Look Up Multiple Zip Codes
Trying to get a list of leads with more then one zip code? How?
Leads & Tasks
I am new to Zoho and am having a problem- I'm hoping the problem is that I just don't know the steps to accomplish what I'm trying to do :) I have imported a list of leads and would like to schedule a task of calling for each of the leads that i can then go into on the activities screen. Currently when i schedule the task it shows up on the activity screen but i can not access it since there is no contact created. I do not want to turn leads into contacts until they are qualified. So , I'm not
CRM outlook plugin (32b or 64b) not working in Outlook 2010 and Win7
After installing the 64b plugin (while Outlook was closed) and checking the box for COM Add-Ins in Outlook 2010, I see "Load Behavior: Not loaded. A runtime error occurred during the loading of the COM Add-in" I then uninstalled the 64b plugin and installed the 32b plugin. Upon checking the box as above, I get the same error. How can I get this to work?
Fiscal Year?
Hi, I need to change the fiscal year of the Company and when I go to settings and change is blocked ... Can someone help me? Thanks, Marcelo
Dynamic Potential Fields
Hi Group! I'm developing Zoho CRM for my law firm. I would like to track different data based on the type of client I have. I'm trying to figure out the best way to do that. One possibility is to track that data in Potentials. Is there anyway to dynamically change the information asked. Perhaps thought a Custom App in a Related List?
Work out working hours spend on a call
Can you create a formula that works out the working hours a (8:30am till 5:00pm) module is active not taking in to consideration weekends and none working ours. So as soon as a service call is produced, it starts adding up the time but only in that time frame so i can get an accurate "Service call open on active working hours "?
Deleting Imported Accounts
I'm migrating from Salesforce to Zoho. I have migrated my leads with no problem. I migrated my accounts (18,000) and discovered that I omitted a couple of fields. I went to the Import History and selected "Undo this Import" for all of the imported accounts. However the accounts still appear in the database. How do I get rid of them. Can the Zoho DBA reset my account and let me start over?
How to manage partial payments with Zoho CRM and Zoho Books
Hi there....question: I have a product that I sell (a service actually) and I often ask for 50% of the charge up front. I have Zoho CRM and Zoho Books...how can I send the customer an invoice for that 50% payment that they made when the only way to generate an invoice in Zoho Books is to change the entire Potential to "Closed Won"....the Potential is not yet closed since I am performing the work, so I would not like it to be closed, but I would like to send them an invoice for their partial payment.
Unable to access Zoho products (paid accounts) for 3 days now
I have been unable to access my Zoho products for 3 days day. I can access our Zoho Mail control panel and can log in at accounts.zoho.com with my account credentials for darren@extremelightscapes.com However, As of Very early Friday morning I have been unable to access my Zoho CRM, Zoho Support or Zoho Projects account. When trying to login, the system looks like it thinks I don’t have an account. I call soho support and left a message on Thursday morning. A Zoho CRM support rep called me back Thursday
Calendar
Hello The drop down calendar when creating a lead does not have today's date! Also very difficult to read. When I try to view Calendar on my mobile only two of June's entires are partially visible. This is definitely NOT an upgrade!
ZOHO CRM mobile app password
Hi I use ZOHO apps via a federated password (Google Apps for Business). My ZOHO account therefore says that I do not have a ZOHO password. The mobile app (just released) does not appear to make provision for logging in via GApps. What do I do? Thanks Brendon
Product Description In Quote
Hello, Please help me figure out if there is a way for the quote template to show the description of the product . We really need this so we can further implement zoho into our company. Thanks
Sales Order Template issues
How can I add another column in the product cost module on the Sales Order template? (I have "Quantity" and "Cost" but need a 3rd column for vendor cost (not to calculate in the "total price" field) Also, when I added extra stationary fields above the subtotal area, they are not calculating (ie: I need to add postage and service charges) The figures are mapping over fine, just not calculating in the subtotal and Grand Total.
Create credit note in Zoho CRM
Hi, I just joined Zoho CRM and learning the system. Please advise how I can create a credit note. Also, will it update my stock when issuing a credit note? Thanks, Karlien Cape Town
Get a String Value from json list
Hi, I came across this documentation https://www.zoho.com/creator/help/script/search-records-in-zoho-crm-by-pdc.html. If you see, the search records query returns the json list. From the returned list how can I get the specific key-value pair. This is highly needed. Is that possible?
Use Email Templates in the Email Compose
Hi there Can we use the Email templates we have created in the Emails module?
Auto populate fields from one module to a parent module
I have a potentials form with the name changed to INITIAL EVAL. on this form I have one txt box labeled Plan. In a different module Events renamed to Daily Notes. I have a similar txt box labeled Plan and a multiselect field labeled Restrictions. I would like to have the field "Plan" in the INITIAL EVAL module updated with the data from the fields "Plan" and Restrictions" from the Daily Notes module. These are linked together by the PotentialsID i think. I believe I need to set the restrictions
Sending Multiple Events
We have a contractor we sent 5 events to a week - is it possible to send all 5 in the one email?
I get the value of a lookup field instead of ID, in a custom function
Invoice is a lookup field of a custom module (payments), related to the invoice Id. The problem: I get the the name of the Invoice instead of its ID What is wrong ? void workflowspace.RollUpPaymentToInvoice (string Invoice, float Payment) Edit Arguments ID = input.Invoice lareponse = zoho.crm.updateRecord("Invoices" ,ID ,{ "Paid" : input.Payment} ) ;
Trigger to notify Lead Owner if the Lead Stage is not changed within 1 day from Lead Creation date
Hi, I'd like to create a trigger to notify Lead Owner if the Lead Stage is not changed from Open to Contacted within 1 day from Lead Creation date. This looks like a Time-based action but the problem is how can i check the lead stage before setting a Time-based alert? Regards, AMR
Releasing Email ID from Zoho CRM
Hi there, I am the administrator for my company/organization when it comes to Zoho services. I have recently created the CRM for my organization, as well as company email accounts (powered by zoho mail). Before I could invite users for the oganization's CRM, one of the users had logged into the Zoho CRM by mistake. His email is thus associated with Zoho CRM as well, and I am having trouble adding him as a user for my organization. When I add him, the error message says 'This Email address is already
Formula Field question
Is there a way to use the Formula Field (or perhaps some other method) to show the total number of Sales Orders associated with a Contact?
Free Addition - Import records
Hi, I'm using the CRM Free addition. Importing my data. In my last try I've got the message that I've reached the limit of 5000 records, Buy the count of contacts and Companies that I've counted shows 4472. My last import is less then 500 records, so it should be OK. Why I can't import more contacts. Please help. Thanks in advance. Ami.
More than 1 postal address - depot/site addresses
some of our accounts contain more than 1 postal address such as depot's or site addresses. is it possible to insert/link these addresses to ONE account?
Event: invitee fields
It would be helpful if we could access the Event "invitee" fields in Reports. Is there a way to send email notification to invitee when there has been an update to the event?
Customisation of Fields
Hi I just signed up for the entrepreneur edition, and am having problems customising fields on the leads and contact form. Is it possible. I need to import a spreadsheet and have different headings.
Next Page