Custom Field Creation
Hello, I have subscribed for Standard package, I tried creating some custom fields in Leads but I get a message saying you can add fields in your subscription please upgrade and I could find any limitation mentioned in subscription plans. I am ready to upgrade but my worry is what if i cant create fields even after upgrade. Please help me on this. Regards, Pramod.
Outlook 2013 plugin task sync freezes
I installed MS Office 2013 last week, including Outlook 2013. The Zoho CRM Outlook 2013 plugin seems to sync calendar and contacts without issue. Sync of tasks freezes every time.
Is there an option of email to case
Hi, Is there any option to automatically add customer reply to a support call ? The description of the use case is: 1) When a support employee opens Zoho case (support call) an automatic email is being sent to customer 2) the email is added to the relevant support call. 3) the customer replies to the email 4) the case status is automatically being changed to 'customer responded' 5) the customer reply email is being added to the case Thanks, Ami.
User permission denied even after admin sending the access
Hi, I have a user added but her profile is shown as not confirmed. I sent a re-invite for which she responded by clicking the link. But it shows a page saying "My organisation has an account in Zoho CRM, Contact your admin for the access"; and the second one is my organization is new to CRM create my account. Once again, I sent the access to CRM mail for which she clicked the link. It says "you don't have permission to login. Please contact your admin". Meanwhile trying, she once clicked on create
Formula fields do not work
I have been trying to get a formula field working but it just doesn't work... not even if I place 5*2 it does not return anything at all. I thought the bug might be in my account so I created a new account to make another test, but I got the same result. Any ideas?
default views zoho crm
Is there anyway to remove the default views within crm? They're good starters but after a while when certain ones are not used they get a bit annoying sitting through unused views to get to the ones you want . More specifically,the leads views
Zoho CRM for Google
In the Zoho CRM Help section > Google integrations, there are instructions to "configure synchronization settings" (see screenshot 1): When I follow these instructions I do not find a "Zoho CRM for Google" option (see screenshot 2): There is no way that i can do the necessary evaluation of Zoho without experiencing the email integration option. Please help, Dan Sammis Sammis Marine Network dan.sammis@gmail.com 561 354 8474
Enlarge Printed Font Size
Is there a way I can change the font size when printing a list of contacts off the CRM? Thanks!
Inventory units for products
The product codes I created relate to banner ads, advertising. How do I add inventory to each of these codes without having to set up a vendor and creating a purchase order? right now if I create a sales order or an invoice, Zoho tells me I do not have stock and forces me to allow negative inventory.
how to create a lead/contact from the auto-email after submission of a web-to-case form?
when the form web-to-case on our website is filled out a notification is generated to inform us of the new case. We can't generate a lead/contact as the email comes from systemgenerated@zohocrm.com. Only later - manually - we can generate a new contact or simply adds the case to an existing account. Doing the same from the email would be faster and better because we can activate a task as well. Any suggestion how to do it, please?
Customer enquiry form
Hi, I would like to build a customer enquiry form for my website in various parts of the site within a joomla environment. Do you have a widget, or can you provide location where I can find the code necessary to produce a widget so that a lead or an enquiry comes directly to our Zoho account.
webtolead form not sending anything from new host where copy of current site has been moved to
Hi I am already using webtolead form on my site. however, we have just moved to another server (copy of site only) our email is hosted independently for our current live site I have just tested the webtolead form but it is not sending anything through to zoho.. do i need to change any settings in relation to webtolead form when i move my site to another host ???? many thanks Ben
moving part of my contact slist from one Zoho log-in to a new zhoho login
I am part of a start-up that is growing quickly. I was using my personal zoho account to track leads etc.. until we could afford our own for the business. Now that we can I want to find a way to easily export the contacts for my personal zoho to the new business account. Has anyone done this?
Zohomeet Dual Control and recording telephone meetings and uploading against client record...
Hi. Please can you help. Am I correct in thinking that Zoho meet does not have dual mouse control? If we had this facility we would be less likely to use other tools. We also need to record zohomeetings, telephone or Skype conversations and upload to the client file as transparent evidence. These meetings can be up to 2 hours in length and the size of file would be more than 20mb. We use Microsoft and Apple iPad. Please can you help? Thank you. Eileen
Uneditable notes required
I'm using professional version of Zoho CRM and need my sales team to be able to input a sales order or even just a note under a Potential and once it's been saved I don't want them to be able to edit or delete it. This is to prevent them going back in at a later date and edited or deleting the note or sales order if they made an error and the customer complains (I don't want them to be able to "cover their tracks"). I know there's the audit trail available but this isn't enough as they could alter
ZOHO CRM Campaigns -- mass email campaign -- if a contact/lead unsubscribes from campaign
If a lead/contact unsubscribes from a mass email campaign will we still be able to send individual emails to the contact/lead or will our ability to communicate with the contact be no longer possible (through email)? This is the main issue holding us back from adding ZOHO Campaigns (for email) to our ZOHO CRM subscription. Thank you. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Web-to-Sales Order form?
I love the idea of Web-to-Lead, Web-to-Contact forms which basically enables the general public a way to input data directly into the system through a web interface. The info entered by the Lead/Contact is captured directly into/by the system. Great! But why can't this also be allowed for Sales Orders? After all Sales Orders are sent in by customers. May be I am being too abstract :o).. Here's what I am trying to do: I am setting up a mobile mechanic web solution for a client. I'll be having a separate
Basic CRM integration question - cannot "insertRecords" via the API - error 4600
Hi everyone I'm trying to do implement a very basic version of a "Add lead" form and am stuck. I tried quite a lot a variants, tried making api calls with the Firefox extension "poster" (https://addons.mozilla.org/en-US/firefox/addon/poster/) and so on but always get the error message: <response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> This is the code I'm using, you
Custom Functions -- can we map fields / pick lists before ZOHO Reports and ZOHO CRM?
Through the new upgrade can we map both fields and pick lists between ZOHO Reports and ZOHO CRM? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Delay of mail transmission of periodic reports.
There is a phenomenon to be delayed one hour from November 4, 2013. It did not occur until November 13, 2013. It is delayed by one hour after 14th November 2013. Although not changing the setting of the outgoing time. There is no difference in the record update time of ZohoCRM and local time. Please give me the investigation.
Move recprds from accounts to Prospects.
Hi, I have imported data directly into accounts, however I should have import them into prospect instead. Problem is I have already updated datas, worked on those prospects etc... I would like to know if there is an easy way to move records from Accounts to Prospect instead of exporting and then import on prospect + delete current account records. Thanks! Florian
Error in Module Google Write
I'm using Google Write and one of the fields that are not working are the "Bill City/Cidade de Cobrança" and "State of Charge/Estado de Cobrança". As you can see from the images the system are not showing the correct information. Obs:. used google translate to write this text
Security issues with embedded crm form builder code?
Just wondering if there should be any concerns with embedding form code from crm form builder into a website (wordpress). I see all the code and lines that reference zoho app items. Just wondering if there is any security issues where someone could use items in the code and make other calls to our app from outside the organization if they happened to look at website code elements.
Mobile app crm crashes on email send
I'm in tablet Nexus 10 android. After updating to Kitkat everytime I send an email from the app is closes. It appears as if it sends but stops responding and have to close and reopen.
Autofill field
Hi, I want to create a field in a module, for example 'Sales order' namely in 'Sales order information'. By default this section has a lookup field that when we select, lets say an account name, the other fields are filled automatically with the account info (like adress, phone, etc). However it is missing a field that I have to create with info I want to have in Sales Order information. The question is, I want this field to fill automatically with the info according to the same field in another
alerts and task update ???
I started using it but Got a question is there a way that zoho can trigger an alert when the event is due ? like some kind of buzz or pop screen letting you know about it . 2nd lets say you have a lead that you are working on and you enter a event lets say CALL then after you call him next step would be a Meeting, How would you update that event from a call that now becomes a meeting for a demo on another day .
How can i add an account custom filed in my quote and invoice template
Hello everyone, I tried for several days to add an additional address fields in my account. The addition of the field is not a problem, however I would like it to be displayed in my template quotation and invoice. Does anyone know how to do?
add contact to existing client
Hello all, I converted a lead into a client which also results in an entry of a contact under my newly created client as well. So far so good. Now I want to add a new contact for the newly created client. If I choose "new" under contacts, I can create a new contact but it will not be linked to the newly created client!!! But this is essential! Am I missing sth. here or does zoho need an improvement? Thanks in advance, Dennis
Header and footer for templates
When invoices require more than page, a header and a footer are compulsory and it's not easy to do with Zoho Templates customization We can find some solutions in Solution for setting up header and footer in a template , but there is still a problem the page-break is not made before the footer, and the main content is printed on the same area as if the footer did not exist. What is the solution to prevent printing on the footer ?
Quotes template
Hi, Do you have a sample html to generate quotes that have a discount column and shows the total discounted amount at the end. I'm not agile with html and i its very hard for me to edit. All we need is a quote template that shows discounts. Thanks a lot!
Question History
How can I look up my own Question history?(Icant find my Question which I asked Yesterday)
Difference in the return of 1 and multiple records in getRecords
The getRecords method returns different object when returning 1 then when returning 2 objects. I think this is a bug in the API When the getRecords return ONLY 1 record the answer looks like this after json_decode in PHP Note that the [row] is a "stdClass Object" stdClass Object ( [response] => stdClass Object ( [result] => stdClass Object ( [Accounts] => stdClass Object ( [row] => stdClass
How to copy entries from the Leads tab to Contacts tab?
Thank you in advance. I'm trying to sync my google contacts with Zoho and all of my clients are entered in the Leads tab. Is there a way to move my entries from Leads to Contacts without losing all of the custom fields/data?
Zoho CRM
Is there a way out to ensure every time there is a entry made on Zoho can we get the details on our mobiles?Can we link our mobile numbers to Zoho
Periodic report send mail delay.
Phenomenon that regularly report mail is delayed one hour has occurred, from November 4, 2013. Delay does not occur until November 3, 2013. It is delayed by one hour from November 4, 2013. Nothing is changing the setting of the transmission time. There is no significant difference in the Zoho record update time and local time. I have also reported to ZohoJapan. Please give me the early support.
New Mass Emailing limits make absolutely no sense. 500 per day, Are you serious?
I was sending a mass email to some of my reports and I got the surprise that with the new pricing structure ZOHO reduced my ability to send mass emails to just 500 records per day. I dont know who was the genius behind this stupid policy because I have close to 10,000 contacts on a Professional subscription, which means that if I, for example, want to send a Happy Holidays email to my contacts I CANT. Furthermore any time I reach my limits ZOHO will not let me see the ones I didnt get to send an
CRM database cleanup
I have 20,000 names in my lead database. I would like to apply some business rules to better categorize them to focus future marketing efforts. Unfortunately, these rules cross database tables, such as the following: IF Campaign = Campaign1 AND Campaign status = Attended AND Notes = "" (i.e. there are no notes) THEN Lead Status = Marketing Campaign AND Disposition Reason = No Response While a SQL query sort of thing would do, what I REALLY want is to be able to display a set of leads as a custom
Is there excel add on connectivity to auto refresh already exported data?
Hi All, Is there excel add on connectivity to auto refresh already exported data? I had this option in MS Dynamics, it's very useful not being need to login to Zoho and re-export the data again in order to have the most updated data. Thanks, Ami.
Can scheduled reports be emailed as PDF?
Hello Everyone, I have a scheduled report set up now which is working fine, attaching the document as a worksheet. I notice that it is possible to download reports as a PDF. Is it also possible to schedule reports as a PDF? Cheers Kurt
Customising
Hi, I'd like to customise a few things when in accounts, mainly the fields viewed in contacts and closed activities on this page. Is there anyway to change these?
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