Can Zoho automatically create a new folder in Docs when an account is made in CRM?
Didn't seem to see how to do this, we have the $20 Zoho plan (or will potentially soon). Maybe I'm missing this but can Docs and CRM sync? So ideally, I make an account in Zoho, and it automatically creates a folder in Docs. That's the main thing that I want. What would be even better though is any files I save into that folder like using the desktop app, are visible from Zoho. Mainly just wondering if there's a way to have it automatically make folders. Thanks!
How do I export, modify and reimport data to CRM?
We need to export all our Accounts probably once a month as we run them through an external system that updates certain fields, then we reimport them to update the records. In Salesforce on import we choose to update existing records. I just exported all accounts from Zoho and I kept just the Account ID and Account Name fields, then put sample data in a few other fields and then ran the import wizard. I got the email saying 1 record has been added successfully. When I check Zoho though all it
automatic email after set time/date
Hello I have been working with the Zoho system for only a week now, so I am fairly new to it! I am trying to work out how to get a chain of emails to send - so the first email goes when a contact is added to the Leads, then the second email is automated to send after a set period of time, and another after that. Is this something to do with the Autoresponders, or am I looking at the wrong thing??? Look forward to hearing from you shortly
Duplicate Salutation Title in Contact Module
When creating a new contact the first name - salutation field which is part of the first name field has two lots of salutations i.e. Mr. Ms. Mrs. then Mr Ms Lady so two lots one set with a Dot and one without can i get rid of these (the is the predefined zoho field)? I hope it doesn't affect the ability to pull off a report for title's if i wanted to check for any blank ones.
Error 4834 when using the insertRecords method for Contacts
Hello, I'm trying to insert multiple contacts using the ZoHo API with PHP, but I receive an Invalid ticket ID error when trying to use the insertRecords method. The authtoken I'm using is correct and the same I use with the getRecords method, that works perfectly. Here is the POST data I'm sending: "authtoken" => $authtoken, "scope" => "crmapi", "newFormat" => "1", "duplicateCheck" => "1", "version" => "4", "xmlData" => <?xml version='1.0' encoding='UTF-8' ?> <Contacts> <row no="1"> <FL
Automatically sorting email into CRM potentials and Leads via tracking code or address
Hi all......I am moving from another CRM, and want to re-create one of the best features of that CRM here in Zoho: e-mail integration. What the other CRM did was allow me to email the customer/potential/lead/whatever from the potential/lead/whatever in the CRM (and therefore archive ALL correspondence) and the CRM added a tracking code somewhere in the mail message so that when the customer replied, that email was routed into the specific deal/opportunity/potential/whatever. Does Zoho work that
Permissions
I would like the content of some fields to be viewable only to certain users. As an Administrator, can I assign permissions to see data in a specific field?
Survey
I'm a newbie on this, could someone tell me if it's possible to do the following: I want to send out a survey to customers, then when the customer has filled out the survey I want the information to automatically load on the CRM, obviously on the relevant customer's page. Is this possible? Many thanks
Email function on Account as well as other modules
Hi I had noticed that the email function is on Contacts module, is there a way to show it on the Accounts Module, in a similar fashion as the "Show All Notes" tick box. As there doesn't seem a way to detect whether there are any emails linked elsewhere on the account module?
Modifying timestamp
I am using the notes field for describing meeting notes, notes of phone calls, general info about the company such as articles. Zoho adds a time stamp automatically. Is there a way to modify the time stamp? For example: If I create a note today about my meeting of yesterday, I would prefer if the time stamp could be set to yesterday so I know what date the meeting was when I read the notes a few months later.
pop gmail not working
Hello I wonder if you can help me. My email is handled by gmail and I have integrated it into Zoho CRM. I followed all the steps in your manual and for a couple of weeks it worked. but now it has stopped. My emails are arriving and sending in gmail without a problem but none of them are attaching to my client contact records. I have checked that my pop is enabled and have even bought additional zoho mail capacity. but no joy. Driving me mad!
Custom field output pushed to a custom module
I have created a custom formula field in my Contacts module that will give the age of the contact based on DOB. I would like to push the output of this field (just an integer) into a custom module that I have in my CRM, called 'Policies'. Is there any way to do this?
Email notification part of paid subscription
If I wanted to notify a user via email if there was a change, note added, etc...Is that part of your paid services. Don't see where I can do that with the free service.
Email not going out with Java error
This error has happened in 2 separate email accounts, through separate email servers. So I suspect that it is a Zoho email error (via CRM). Please advise. Reason:java.security.NoSuchAlgorithmException: Error constructing implementation (algorithm: Default, provider: SunJSSE, class: com.sun.net.ssl.internal.ssl.DefaultSSLConte Another error. Please advise. Reason:sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException:
How to assign lead manually
I would like to assign manually a lead to a different owner. How may I do this send out also an alert to the new lead owner? Thank you so much!
Related List error
How do I rename a related list, please see attached. Zoho is naming the field "Client Name" when I have named it "EDI Builds".
Automation - Do not see lead email fields to include in workflow.
I am trying to setup rules in professional edition. I need to create a workflow using standard email field on the leads object. When I try to create workflow I am not getting lead fields in the ' Person's associated to the lead'. Is there a limitation with the professional edition? I will appreciate help of the community.
Add User
I tried adding a new user and get this error message: This Email address is already taken. Specify a different Email address for the user.
how do i display the same for each user
Hi, I have currently only 3 users. I want the exact same display for all users, so when anyone logs in, they can see the same data in the same layout. all of us are administration level users. I am typically the one making the customisations, and have shared all in my user settings. but when someone else logs on, they do not get the same display as me? I believe it can be done, but am not sure how? what do I need to do to make it display identically for each of the other users Thanks DAN
Outlook Plugin
I want to test the Outlook plugin, how can I do that? Thank You Marin Rene Lugo Villa
Green Follow Button - 2 Questions
2 things Is there a way to MASS follow potentials and any other necessary modules and it would seem that i have to select follow both on the account and the potentials etc as any updates on the other modules does not show on pulse, why? surely you should be following the whole account and anything that is attached to it?
Calendar
Hi, could somebody please let me know how an appointment can be added to my synced calendar directly from the leads module. I'm sure this must be possible. Thanks
How to store email replies into Zoho
Is there a way to do this? If so, how?
Trying to set up my price books but can't find the Price book tab or module on the tools bar
I am trying to set up my price book but when I go to the quote and select new it will say no price book found. Then when I go to the tools bar and tab lay outs it does not show up. Where do I start?
Google calendar synch problems
I am having problems with google calendar and ZOHO event s synchronisation I have tried one way and two way such but whenever I edit a calendar entry in google, rather that change the description on ZOHO, it creates a new event,so there are two events with different description data ! Can someone help?
Outlook plug in for all accounts?
Hi folks, I am trialling the Outlook 2010 plugin for Zoho CRM. In Outlook I have several different mail accounts from which I send emails to contacts.I have these all under the same profile so that I can read multiple inboxes without having to exit and restart Outlook. Is it possible to have the Outlook Zoho plug in work on more than just one email account?
Navigation Bar ReOrder
In Zoho on the Navigation bar, there are several sub sections that do not pertain to my specific job with my company. My question, concern, is the ability to personalize the order of the items. How it is currently laid out, most of the items that I use on a daily basis, I have to look for in the +More tab. I realize this is not a huge inconvenience,it would just make sense to me to that there should be a way for the single user to reorder how this list is set up. Could this be something that is
Outlook connectivity...
For some reason the link for the Outlook plugin is not available to me. How can I get this to make working with outlook and Zoho easier? Thanks! Nathan Heerdt
Is there a way to Create a Custom Module without having a required field?
My company sells Restaurants / Real Estate. An important part of our business is keeping track of any potential Buyer that we have introduced to a specific property. I created a custom module that works fine for this. It has a lookup field for the contact and a lookup field for the restaurant / property shown. Unfortunately, there is a required field (which is forced to show up on related list views), so I end up having to copy and paste the data from the lookup field into the required field,
Can we use the API to Delete Specific Company Records
Is it possible to use the API to delete specific company records in CRM? And if so will it also delete all associated information like contacts, tasks, and notes?
Remove dashboard component?
Since I can't rearange components using drag and drop, and have to do it by recreating a component in the position I want it in, i am left with duplicate components. how do i remove / delete a component / chart?
How do I mass update more than 10 items at time via the web browser?
I need to assign hundreds of leads to call reps and don't have the time to click through for every 10 leads to do so. I saw this type of request under "bulk edit" on a post 3 years old. Has there been any change since then?
I am getting the following error message when sending a email from zoho crm
Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at 535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 vd8sm92231514pac.12 - gsmtp Please help, everything was working fine before. I made a password change for zoho crm and also for google and I am getting this error message since from there. Not sure how to fix it. Please help.
Zoho CRM Currently Supported Browsers
What browsers are currently supported with Zoho CRM? Thanks!
In Zoho CRM - Setup page does not appear Apps- Add-ons
Hi. Please I need help. I have to integrate my Zoho CRM with Zoho Mail and in my setup page of the Zoho Crm does not appears the icon Apps - Add-ons. Why is this? Thanks Lorena
How to delete Contact <-> Product relationship?
How can I, with the API, remove a relationship between a Contact and a Product? This is needed for example, when a customer has returned a product and we want to update Zoho to reflect that. Basically what I am looking for is the exact opposite of https://help.zoho.com/portal/en/community/topic/adding-a-product-to-a-contact-via-api Thank you!
slaes funnel upside down
My sales funnel is reporting information upside down, the needs analysis information should be graphed at the top with the proposal meetings scheduled at the top, please explain. Kevin
Automate Territory Assignments
Hello All! I would like to automate the Territory selection. For example, if you create a Potential or Account and the state is Florida, I want it to automatically know or assign Atlantic Region territory, state is California, Pacific Region, etc. I would like to create Territories based on states and have it automated so my users don't have to select a Territory. Anybody have ideas for how to accomplish this?
Rest api do not response and debug === res ::::::::System.HttpResponse[Status=Moved Temporarily, StatusCode=302]
public with sharing class ApiCallOutUtility{ //static String endpoint = 'https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=gulshangupta90@gmail.com&PASSWORD=gulshangupta90'; static String endpoint = 'https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCreator/creatorapi'; static String username = 'gulshangupta90@gmail.com'; static String password = 'gulshangupta1990'; public static HttpResponse getCallout(){
Fonts
Am I able to add fonts?
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