Document Sharing and eMailing
So let me see if I have this right: 1. If I upload a document into the Documents area of the CRM, I can't share it, but I can email it. 2. If I upload a document into Zoho Docs, I can share it, but I can't email it. How can I both share a document and make it available for me to email from the CRM? I can do this in Google.
Formula Field Display
Hi - I'm sure this is simple but cannot find the answer anywhere? How do I get the result from a formula field to display in a screen form, eg in the Opportunity Form I'm simply trying to display Length of Contract * Monthly value to get total booking value. I know it gets calculated on a report but how do I calculate on screen?? Thanks
Zoho CRM - mobile Custom views - not seeing certain fields in the list (not custom fields)
I'm looking at a mobile view of my potentials on my tablet. I've reset the application and all custom views show up. But the display of the list of the potentials is only the name of the potential and the date. No other fields - in this case I need account name to show up in the listing. Am I missing something here? Thanks in advance.
How to set BCC Dropbox for other users
How to set BCC Dropbox for other users without login in on their behalf? This is for management roles, as part of CRM adoption they shall get an email saying: Pleas use= 'zoho crm bcc dropbox of name' <xyxyxy@mails.zohocrm.com> in BCC of emails about sales communication to register receiver in 'To:' as lead and attach email to it. Or it will attach email to existing contacts or leads. Set it and forget, for now, with the benefit of: Email address will be integrated in our campaigns, with option to
Show mails sent to a potential's contacts also in the potential itself, not only in the contact's details
I have a potential with two contacts attached to it. I have sent emails to both of the contacts and they appear in the email history of the contact. However they do NOT appear in the email part of the potential. I would like to have all the mails that have been sent to any of the contacts of a potential, to also show up in the potential itself. Otherwise our sales reps have to open each of the contacts to see which emails have been exchanged regarding the potential. How can I achieve this?
How to define email template that allows me to attach a document from the lead instead of a attachment for all leads.
For email templates, is there a way to add a variable to an email so that it attaches a document associated with the lead when an email is sent? Based on what I see, I can only attach a single file that gets used for the email template. I would like a specific email template to be sent for each lead.
Where are BCC Dropbox Emails stored technically?
Where are BCC Dropbox Emails stored technically? See also:Where are email stored technically? What happens if email address of contact changes?
Forms
Newbie i'm afraid but couldnt find an answer to this in search. I want to be able to run a report or identify somewhere within zoho how long it was since I last contacted my clients. For example, if I hadn't contacted 3 or 4 customers for over a month how would I be able to get this information Regards Andy
Multiple user groups
Is there a way to put a user into more than one group?
How can I set up Zoho/crm so that when I send an email from Zoho it also shows up in my sent folder in gmail.com?
I am new to Zoho. How can I set up Zoho/crm so that when I send an email from Zoho it also shows up in my sent folder in gmail.com (or other email account)?
How change monthly paymento to annually payment?
Can I change monthly paymento to annually payment? Is there a discount for annual payment instead monthly? Thanks
Auto Populate
Is there a setting in zoho crm that would allow a user when adding a new contact under an account to have the address auto populate from the account address info?
save merge mail to contact
Hi there, How can we see what merge emails were send from the CRM system to a contact? Kind regards, Marcel
Made Company field non-mandatory for Leads in CRM, but change not reflected in API
Hi there, I've made the company field non-mandatory as we have some individual customers. Unfortunately this change is not reflected in the API. i.e. My Zapier WooCommerce to Lead conversion still fails because Zoho's API is telling it that the company field is mandatory. Cheers, Martijn
We need SMS Text messaging from ZOHO CRM please
Please give us SMS Text capabilities. Thank you
ccn dropbox doesn't work any longer...
I have always sent emails from Thunderbird, with ccn our Zoho CRM address, and it has always worked properly. Now I have seen that all the emails I have sent in the last 15 days (more or less) are not registered in CRM!!! Could you please check?
Synchronising incoming/outgoing email with Zoho contact records automatically AND mass updating of 'notes'
Hi. I currently use the free version of Zoho and am considering upgrading to one of the paid for versions ($12/20 per user per month) but I need to make sure that these versions will enable me to do what I need to do...... I want to be able to email multiple contacts at once (either via Outlook or via a Microsoft Word 'mail merge' and Outlook) and then update the relevant Zoho records on mass (all at once) either in the 'notes' field or the 'email' field. I realise that Zoho has email facility but
What is Record Id in zoho crm for accounts module
I am stuck up on this, I tried sending HTTP request using updateRecords API method, however I failed in getting that success as it states an error code 4425 stating 'Unable to process your request. Please check whether you have given the valid record Id', I have used AccountId value as id in the request parameter. Please let me know if I am using a wrong ID, if yes what is the procedure to obtain the correct ID value. Thanks & Regards Eshwar Chandra
Contact Ownership/Activity Ownership/Opportunity Ownership not updating
When I change the account owner of a record, the items that are connected to the account are not following ie, contact ownership, activities, events, or opportunities.
Workflow for the activities module
Dear zoho, Compliments for your fantastic product. There is however something I would like to see in the near future: workflow rules for activities!! This shouldn't be such a big update??? It would help me, and many others, a lot. Looking forward hearing from you! Kind regards, Jimmy van Dijk
Leak prioritizing?
Can I prioritize leads? I have a large list and want to piece meal them to my salesman.
API insertRecords fails when company contains an ampersand
My Zoho InsertRecords API calls are working okay, except I am unable to add a lead with a "company" that contains an ampersand (&). In this case the company is Texas A&M University. If I change "&" to "and" my code works okay. I am using PHP, and using urlencode(), rawurlencode(), and htmlentities() on the company first had no effect. In all cases, I get no response back from Zoho (no error or anything -- the curl buffer is empty), and the record has not been added. Is it possible to add Leads with
Can fetch multiple module records in single API call?
Hi Is it is possible to fetch records from multiple modules in single API call. The sample shows that getRecords method for each module has separate API end point (URL) . i.e I want to fetch contacts and potentials attached with each contact in single api call, is it possible? Cheers S.
importing excel file of contacts
How do I import an excel file of contacts and add them to my Zoho CRM contact list?
Single Contact Import Option - Zoho CRM
I think it would be great if you had the ability to bring a single contact from your 3rd party contact software into Zoho CRM. Currently you need to do a full import of all your contacts and you cannot import a single contact (without a lot of manual work). I have a lot of contacts in my 3rd party contact software (Contacts for Mac) but they are not all related to my business and I do not want them cluttering up my CRM software. Currently I have to add a new contact to my 3rd party Contact software,
Is it Possible to Access Contact Roles and Attachments from Potentials API?
I am using the Potentials API for the first time and need access to all of the Contacts (Contact Roles) for a Potential. Is there a way to get all of those Contacts? I would also like to use the API to access/download the attachments for Potentials, Contacts and Accounts. Is that possible?
Mass cloning contacts
DOes anyone know if there is a way to mass clone a set contacts?
Contact Page
Hi, When I click on the Contact Tab, I by default see the Contact Name, Phone and Email for the contacts in my database. Is there a way I can add/remove the fields that I want in that page for my list of contact? For instance if I would like to add a custom filed "Status" in that page for the respective contacts. Thanks, Sylvestor George Phone: 669-888-6088
I cannot delete an account, strange black screen shows up
I am now getting this black transparent screen showing up in front of the delete account feature, it prevents you from selecting the red Yes Delete button. its doing this on ALL records. Anyone else getting this?
Import List of Mailer Recipients
Our company recently sent out a mailer campaign to some of our leads and I was wondering if there is a way we could quickly add a completed task for each recipient so we can know who has received the mailer. Is there a specific spot to import information like that from an excel or csv file?
How do I convert an account that is no longer a customer to a lead for future follow up?
I have an account that recently left to a competitor. How can I move the account to a lead so I can follow up with them in a month to see if it worked out or if I can win them back?
Field type for "name of potentials"
Hi, is it possible to change the type for the field "name" in the potentials? If there a text field everybody has to write e.g. "Potential for product xyz" but we want to set up a list with predefined content so that the user has to select it out of a drop down list.
cross-module reference custom fields
Hi, I added some custom fields to Leads, Customers to calculate a Lead-Score with a formula Field. If I convert the Lead the data and everything is transferred correctly to the fields in the customer record. Now I want the same data in the Possibilities but read-only as a reference of the data entered in the customer record. I thought that would be possible with lookup fields. But I did not get it working. Do you have any ideas how to get this working? Kind regards, Torsten --- PastedGraphic-1 shows
System Alert when Automation Settings are effected by Field Customisations
Our organisation would find it most useful if we were alerted when field customisation were to affect any automation rules that have been set up. Automation Rule Criteria are match against specific values in fields. Depending on size of organisation a well matured CRM may have tens or hundreds of business rules included and it's often hard to track all the rules and related field dependencies. When tweaking and customising fields, it would be nice to know if any automation are affected. This will
Price Book Module having reporting capabilities.
Our company has many different large clients that we provide many of the same products/services to at different rates. I want to create one product for and associate it to different Price Books at different list prices. I need a report to tell me what products/services I have in each Price Book with the List Price. This will eliminate clutter in our products module since we have the same products/services at different prices.
Text Notification
Yes, I have a question regarding notifications. I have the free trial with 3 users and i was wondering is there any way to add text notification for calendar events? Please advise, thank you, Claudia
Access all Notes Associated to Accounts Without an Extra Click
Little things matter a lot. We believe that a tiny change in the UI or a small enhancement in a feature can go a long way in making things easier for you at some level. One such case is that of the Notes associated to an account and the associated contacts & potentials. Now, when you click open a record in the Accounts module, all the notes created for the account as well as those created for the associated potentials and contacts will be listed. If you frequently work with notes, you won't have
Search results not pulling all names
When searching for a name in the CRM the name sometimes does not show in the results. For example if I search Connie Harris, Connie, or Harris, the search results will not show her. But if I type in the start of the address, for example, 600 apple lake dr her name will appear in the results. Is this a fixable issue? I also have another question, say I have more than one Connie Harris, is there a way to make the search results display the last Connie Harris worked on? Thank You, Vincent Rivera
JIRA Issue - ZOHO Case Integration
I need a way for to integrate a New Issue from JIRA into a Case on Zoho CRM (or other way around). Is this possible and how? I just want to be able to add it in one spot and have it produce in both.
Can't access ZoHo mail setup
Hi, I am a top level user on our ZoHo system and want to activate and configure ZoHo mail add-on. Another colleague with exactly the same access rights can click on the big green 'Configure Now' button and gets to the config page - I do it and literally nothing happens. I've tried in Chrome and Firefox and IE! I get a small 'loading' yellow notification at the top of the page for a second then that goes. Sometimes I get a popup box with 'unable to process your request' if i click several time on
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