API Key Deleting Un-Used Keys
Hey, It seems I have hit my maximum with my API keys (10). The problem I have, they are not labelled and I don't know where they are associated to. I am not actively using all 10. I wish to delete the unused ones so I can generate more. In terms of activity I have the following active 1 connection from Unbounce.com to Zoho 2 connections between Call tracking Metrics and Zoho (active accounts) 1 connection for the mobile app for ZOHO What I don't want to do is delete the wrong ones as I did this
How to bind data fetch records in c#?
I have fetched the records from the Lead module from Zoho CRM in c#,i have received the response as follows:- <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <result> <Leads> <row no="1"> <FL val="LEADID">1009644000000074005</FL> <FL val="SMOWNERID">1009644000000066001</FL> <FL val="Lead Owner"><![CDATA[Sumit Bhargav]]></FL> <FL val="Company"><![CDATA[hhh]]></FL> <FL val="Last Name"><![CDATA[hhh]]></FL> <FL val="No of Employees"><![CDATA[0]]></FL> <FL val="Annual
User Deactivation
Hello I am not able able to remove users using my id. Can you please help here. One user has left the company and i need to deactivate her account. Best regards
Event - Date time field - Only houly intervals
Since the updates I can only select hourly intervals for events. Any that have already been set with times not on the hour cannot be updated. Is there a setting somewhere to control this?
Tasks are disconnected from leads
Hi, I am using ZOHO CRM for a couple of years. Since yesterday i'm experiencing a problem with zoho CRM. As written in the subject line; the tasks which are used to be connected to my leads are disconnected. So: All my old (open / completed etc) tasks are disconnected, even if i make a new task, connect the task to a lead, saving the task and opening the task, the connection between task and lead isnt saved. Looking forward to receive your answer, Have a nice day, Peter
combine views
It would be great and give a lot of more powerful filters options if you could add a way to make filters combining multiple custom views
Outlook Plugin not syncing/updating
I have Outlook 2010 and plugin sometimes does not "stick" and stay active. I have uninstalled and reinstalled it from download off Zoho site a number of times. It works most of the time. When it does work, it is not updating contacts in Outlook contacts. For example I make a change to contact in Zoho CRM (added email address to contact that did not have one in there at all). And yes, the contact exists in both Zoho and Outlook already from original sync. I then sync contacts and it shows changes
Best VOIP provider for Zoho CRM in Australia?
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in Australia and is compatible with Phone Bridge/some other method of logging calls in CRM?
Does Zoho ever respond to their service/new feature requests?
This is actually a serious question, not just a complaint. I am very new to Zoho and, although I like it, there are several areas that need to be fixed and improved - Templates don't work very well, Custom Modules need to be available for Mail Merge, etc. As I searched for fixes to these problems, I have noticed that they have been brought up months and even years ago by other users. I also asked for a fairly simple custom field, but there is no indication that I am going to get it anytime soon.
How do I print a whole calendar day?
I print out my days & weeks, and cannot do this with the new updated view. How can I do this? I need to be able to see all events on 1 sheet of paper, and if I right click, it does not work....
Email Templates
Update Edit Before yesterdays updates. I have a lot of email templates that on build You choose the user email address you want it sent from, that part still works, however when a user selects a template to send before the updates they had the option to select either the email address it was setup with or the email address they are now logged in with, Since the updates you can now no longer send from the Email address the template was set up with only with your login email address is anyone else
Custom Event Fields are Gone!
All of my custom event fields have stopped working with the new Event Layout. Furthermore I cannot see any of my historical data from these fields!!
New Calendar - How to View Other User Calendar
It appears the Calendar option in ZoHo have changed. How do I now view calendars for other users?
How can I remove fields from Closed Activities section of a lead?
Once an activity is closed, I do not want to see when it was due or what the status is (if it is closed, I assume it is completed). Can anyone tell me how to remove these fields from this view. Thanks in advance. Tom
Duplicate Accounts
I ended up with multiple instances of EVERY account I uploaded, When I uploaded my accounts in to ZOHO it created an account for every contact, so if an account had 20 contacts, there is now 20 accounts instead of just one company name with 20 contacts. is there a way to delete or merge duplicate accounts? Brett
Problem with the "Add to CRM" button on zoho mail on CRM
Hello, I have a little problem. The "add to CRM" button in the setup of Zoho Mail on my CRM doesn't work. Instead, I can see the mails of my customer on their personnal file which is really a problem for me. I don't understand why because it worked before ! Now the Mails in each customer personnal file dont update ! How can i fix that ? Thank you, Clément
Populate a field based on another field selection
On the Create Case screen, once the Account is selected, only the Contacts related to that Account show in the Related To field. Once the Contact is selected in the Related To field, the Phone and Email address automatically populates on the Case screen. I would like to add a custom field to the Case screen that will automatically populate the Contact Mailing Street as well once the Contact is selected. I tried different things but it did not work. I can I best do this?
New updates/access?
With the new updates that occurred over the weekend, now people I have set to administrator cannot view all activities...even though the administrator role still says they have the ability. Is there a quick fix for this? I really need a fix asap! thanks!
Web to lead forms
There is an error in the web-to-lead source code ... for required fields, 'return checkMandatory()' is incorrectly spelled 'Mandatery'. Until Zoho corrects, just manually retype. Look for two instances of typo.
Understanding tasks and calls
I'm not understanding workflow for calls and follow-up calls. An incoming sales call arrives, so I create the lead and record the call. When I save the call, I use the "save and schedule followup task" and schedule it for the next day. When the next day arrives, I click on the task to read details. There's no way to close it from there, so I click back to get to the list, then click the close button. All it does is close it as a task. I do not get the options like I do for items of type "call"
Option to Select Sender from Email Template is GONE
Previously when sending an email I was able to select who I wanted to email to come from in Zoho, even though I set up the template to always come from a specific email this feature did not seem to be working, but I could work around that by selecting the sender. This morning I no longer have that option and even though the template sender is one specific email address, it always come from the current user. Please advise.
Oh No!
The new layout is now causing me to take extra steps. When I create a new event, I like to put a specific task all at the same time, now I have to verify that I want to schedule it because something else is already scheduled at that time. I liked how I could hit the month and clearly see my tasks all in a row & the name of the person when I put my cursor over it, now I cannot. Can you please fix this. Also, now I cannot auto click the title/task as I was able to before (it would bring up my last
How to change the role field for my default account?
The first account i set up has my role as the CEO and it does not give me an option to change my role to something other than that, can someone please assist on how to make that happen.
Sorting Potentials by Last Name
I changed the settings to where I can view leads and contacts by last name ( Set up -> Personal Settings - Name Format -> Last Name, First Name, Salutation) but it say's that's only for Users, Leads and Contacts... but what if I wanted to view my Potentials by last name???
URGENT, All of my company's events are no longer showing up on my CRM. I can only see Tasks but no Sales or Lead Appointments.
Called Zoho but lines seem to be busy and had to leave message. Please advise. We need this issue to resolved immediately as our sales staff are not able to see what appointments they have today or this week. We currently have 43 members and pay $465/Month. My account number is 5525274, my user name is thejparkergroup or jonathan@sturdyhome.com my phone number is 6178667706
How do I save an account as a pdf?
I would like to open an account and then save it as a PDF how do I do this?
emails received.
How do I merge an email that I received into Zoho
TODAY button
Using potential in ZOHO CRM: where is TODAY button when choosing a date ? What happened to that ? Awaiting answer. Regards, Simon
DOB of create view
Hi, I tried to create a view of a list of customers who will be birthday tomorrow, but it only shown if the DOB is tomorrow of this year. How can I solve the problem? Thanks!
Adding fields
Hello, Trying to add in new fields however ZOHO is telling me on saving that we cannot add any new fields? This is a standard account. I removed 20+ fields to make room however we still receive the same error. Please help?> ur primary contact on account is jonkala@gmail.com
User privileges / accesses
Hi, I can not find a way to restrict users from viewing / accessing and editing company information. All users can access and change organisation setting, customisation, web integration and other admin functions. I have restricted access in their profile and roles but it seems to still be available to all users through their setup function. Any help with this will be greatly appreciated. Thank you. Kezia
CRM Not Working
Is the CRM not working today? I cleared my cookies and history and it still does not work.
CRM- unable to manage users for the last 20 hours or so
Greetings, Since about this time yesterday, the page for "Manage Users" in Zoho CRM starts to load and stays on "Please Wait..." with the loading bars flashing. I've tried IE, Firefox and Chrome, and then I logged into a PC in another city and tried there. Still the same result. Will this functionality be back this weekend? Thanks! Greg
Create New Event under Accounts in CRM does not work
When I go into a specific account and try to create a new event, it says event created but it doesn't show up under open activities. Can you help?
The Event at Zoho CRM Mobile Apps on iPhone will not update.
Hello, We recently use the free version Zoho CRM. Recently, the events we input will not update in the Mobile Apps iPhone 5. All is default to January 1, 2014.
BCC Dropbox doesn't create Lead
I've set everything right. BCC Dropbox works fine on existing contacts/leads. BCC Dropbox doesn't create a Lead of To: recipient . Please advise or fix a.s.a.p. Thank you.
Outlook 2007 can't login into add-on
I just subscribed with Zoho CRM and downloaded an Outlook add-on. As I'm trying to login from the Outlook I'm getting an error message "Please verify email and password" Tried to re-install and some other steps I saw on the forum but nothing works. The Outlook email integration is central for me and I must have this feature operational. I'm running Outlook 2007 in a parallel on Mac BookPro. I used Zoho CRM before (different company) and the add-on worked just fine in the same environment (parallel)
Can I add an additional activity?
Currently, activities are setup as tasks, calls, and events. Would it be possible to add another type of activity: reviews requested. We are trying to tie in our reviews requested from another system in with our activities. Would love to be able to run one report that would contain all of this information. Any assistance would be greatly appreciated.
Change email of main user
I want to change my user email address, I have a single license and the current email address is my personal one and not my business one. I need to change this so I can carry out an email campaign.
CRM: Customizing Tenants fields in Account view
We are using Zoho CRM. We have an "Accounts" view for our properties and a "Tenants" view for our tenants. When viewing an Account record, I am able to see a list of basic Tenant information associated with the Account. However, I would like to add additional Tenant fields to the list view (including Lease Start date and Lease End date). I am unable to customize the Tenants view in the cross referenced list on the Accounts using any of the Settings pages. Can someone please help?
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