Can not Reinvite User
I followed the instructions to Reinvite a user, but when I go to Setup => User, and hover over the name of the user, the "Reinvite" button does not appear. Only the "Deactivate" button appears. How do I re-invite a user?
Set one contact as private
Hi, i'm the administrator of our company. All contacts are shred public. How can i set one specific contact as private so that other users cant see? Thank you Stephan
Add Shipping State to Contact Form?
On our Contact Form, we have the Account Name. How do I add the Account's Shipping State to the Contact detail page and the view list? We have a sales person who needs to know what state the Contact is located to make calls at an appropriate time. I know about the Reports where you can put both Account and Contact information on the same page, but in her case, it requires opening a second window - to view the Contact detail page, and it is not convenient for her.
Hyperlink in Related List
I am trying to display a hyperlink in the results of the related list section. I am using the xml below, but I cannot get a hyperlink to show. Any advice? "<record><row no='0'><FL val='Name1'>http://www.yahoo.com</FL><FL val='Name2'>value2</FL></row></record>" dat kid Irv
ZohoCRM Price Book API
Hi all, I am creating a integration plug-in for Magento that synchronize Product Groups and Tiers Price with Zoho CRM Price Books. However, now I have a problem: When I update a price book that has pricing model is not None and it had some Pricing Details. So, now, how can I update this price book with change in pricing details? I am using function updateRecords but ZohoCRM replied "Invalid Range Values". Example: Price Book had Pricing Details is From Range To Range Discount (%) 3 5 10 6 10000 30
MS Office
I wish to try the 30 record trial of MS Office plug-in but I use a Macbook and office 2011. Does Zoho support this? It doesn't show up in the drop down menu for which version of occice I'm using.
Push Formsite data to Zoho CRM via API?
Ok so I'm completely lost and exhausted, spent far too much time on something that should be simple and I'm hoping i can get some assistance here. I'm assuming I'm missing something really dumb but I have no idea what (this is all new to me) So i have a test form setup here: http://fs18.formsite.com/raylon/form5/index.html I was told via the support on Formsite that i could use their server-post feature to send the data over to zoho. Here is what the configuration screen looks like for server-post
Associating free accounts?
Hello, My colleague and I both signed up for free Zoho accounts for our small business, while we determine whether or not it meets our needs and we want to subscribe to the full edition and roll the tool out the rest of our team. How can we associate our free accounts so we can see each other's data? I tried to "Add a new user" from my account so we could share a database, however because he already has an account associated with his email address, it will not allow me to add him. Thanks for any
Accounts notes to be shown as a field
Hi, I need to show the latest note for an account on the accounts overview. How can I do that? Is it possible to retrieve via a custom functions?
Send Mail - BCC me everytime
When I send out proposals and follow ups I want to bcc a copy into my gmail account for record keeping. Is there a way I can permanantly set a bcc? At the moment I am manually entering it in and zoho doesn't allow auto-recall so I have to type the full address (can't even select from drop down)
Android app log call
It would be awesome if, when using the Android CRM App, and making a phone call, the phone call could be logged. Would make life on the road a bit easier. Would not have to use the full online version then.
FB/Twitter style Newsfeed for ZoHo
Is there a module available for ZoHo that has a FB/Twitter style newsfeed? What I mean by this is like a timeline that lists any activity on a lead or account? I would like to be able to at a glance see any notes that were entered to any account around the end of the day by any of the users without having to open each every account individually and check to see if any new notes have been entered.
Select-All "Follow" -- All Leads - Pulse
Is there a way as an admin to select-all and "Follow" every lead etc to track organization activity in the Pulse area?
How to build CRM for events in multiple years
I am using Zoho CRM for an event planning business. Our clients are cities, who re-sign with us every year. So every year they are a 'new' account. If they don't resign with us, we get a new client in that city. I am trying to figure out the best way to build this in Zoho. For example, we have an event in Atlanta every year (2013, 2014, 2015). Each year is considered a new Account, but lots of the contacts stay the same through out the years. I need to create a separate profile for each year, as
Zoho Default Task/Event Notification Email Feature
Is there some reason why the email does not come through with any content nor any account name details. Is there a way to include this info?
Sales back button
Hi, I've been using Zoho for quite a while now and I must say it really helps me be on top of all my leads. However, one small thing that really annoys me that I think could be fixed easily. Whenever I go through my leads and click into them, then click the back button it takes me to the top of the page rather that the place I was up to. I then have to scroll down again and look for where I was up to. Is there any way to change that? Thanks in advance, Sal
email view on contact and lead
Is it possible to show an email template name rather than the subject line on the contact or lead page?
Table colour
Can I change the background colour of the table in email template?
Delete series button
There should be a button for "Delete series" for activities in general.
Add industries to the Industry field.
Can we add new industries in the free version? What do we need to do to add this feature?.
Third module in a report?
Does anyone know if there is any way to include a field from a third module in a report? I would like to include the main contact name of the person connected to an opportunity along with the company name and opportunity information. Any help appreciated. Thanks
duplicate registration for the same company
Hi, please help us to find the best solution. Delete the second registration or you can merge it? Thanks, Arpad
Last sent email or call
I'm trying to figure out how to filter our database and get a report I can use. I need to know the following: In the last 12 months who haven't we called or emailed? I'm trying to run a report but I'm having issues. Can someone please help?
How to create a new lead view
Hi, How do I create a new view in the leads? I can't get them to be in groups such as NSW, QLD etc. Any advice?
I want to create a campaign that sends a unique URL to each recipient
how do it do this - I have the URLs against each name in a file that can be imported.
Function for MASS merge of duplicates
Is there a way for mass merge of duplicates and not only 3 at a time?
Zoho CRM - New User Added
I added a new user via the Zoho CRM tool. The process for taking the money and adding the user went fine. However the new user never got his email confirmation. He checked his span and did not see it. What could be the issue?
MailMagnet - Notifications on Receiving Customer Emails
For every sales representative, email communication and follow-ups are among the top items in their To-Do lists. It goes without saying that sales reps know how important a timely response is to an email from a prospect. In that case, how well is your inbox organized? Are you getting instant notifications so that the most important emails from leads and contacts get your immediate attention? Well, if you are looking for a way to get instant notifications when you receive those important customer
Mal formed XML Response when inserting Accounts with option &duplicateCheck=(1)&version=4
Hi, when I'm inserting multiple records in accounts with the option "&duplicateCheck=(1)&version=4" sometimes I receive a wrongly formed xml which is missing a starting tag , the example where the starting <row no="97"> is missing. I'm using the duplicate option because the multiple insert is not returning the response which will provide enough information to map the request and response which is crucial in my case. With Mal formed response i have even more problems... any advice ? regards Tomaz
Web Form Autoresponder being flagged as spam - either email issue or SMTP server issue?
Hi, I have setup a web form that sends out a intro email to leads. This works fine, however the intro emails are being placed in customer's spam boxes so unless they check they don't get them. There are a couple of issues that might trip up the spam filters:- 1. My email on here is julian@over... that is automatically picked up on the setup for the autoresponder, but I have set the responder to reply to sales@over... This disparity may cause issues - annoyingly I have setup the sales@over... address
How to inidcate which contact is the main contact?
I have several contacts for one account. Looking at the Contacts section on the accounts module, it doesn't show which is the Main contact nor even their job title, is there a way to indicate which one is the main contact on this view?
Post Code does not link into contact module
When i create a contact for an account it does not pull over the post code that already exists within the account's module. Help?
What function does the "Follow" tab perform
Recently upgraded my subscription and now see a tab on the right hand side of my screen that says FOLLOW. Can anyone tell me what this does. Thanks David
Create module link not available
Greetings I want to create a new module but I do not see a "Create Module" link on the module customization page. Is this a permissions issue? I am an admin user. thanks!
CRM is not functioning correctly - can't create new lead or contact, etc.
Hello Thank you for the use of this program. I have been using the CRM for several months with no issues at all. Today, nothing is working as it should. I can't look up a client; can't add new lead or contact; can't see all my existing contacts even, etc. Would you be able to investigate the issue asap please? Again -- THANK YOU!!
Can we add a NEW CUSTOM FIELD in the free version?
or do you have to have a paid subscription for that?
Document Revisions Made Easy with Real-time Editor in Document Library
Picture this: You are about to send a Sales Agreement to your customer but you notice that the 'Definitions' section of it needs changes. You share the document with your colleagues through email for their inputs immediately. However you end up waiting for hours or even days for them to revert. And when they do get back, one can not escape the multiple back-and-forth revisions. In spite of giving it top priority, ever felt that much of your time is wasted in getting a single document finalized? Not
Probability is not saved
Hi When editing an opportunity and changing its status, probability is correctly updated. But after we save the opportunity and checkout the result we see that the probability is not updated. Waiting for your help Thank you
Image in Email template & template background
Am I able to wrap text around an image, when I have inserted the image in an email template??
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(){
Next Page