BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
Creating Purchase Orders from Sales Orders and Invoices
Please allow users to create Purchase Orders from Sales Orders and Invoices.
Phone Number Extensions
How do I include phone number extensions but keep the automatic formatting in the phone field?
API for number of phone calls per user per month?
I would like an API for the number of phone calls made per user per month to feed to a live web based dash board, is this possible?
Can I somehow transfer the files (attachments) from the website to Zoho CRM using the Web to Lead form?
Can I somehow transfer the files (attachments) from the website to Zoho CRM using the Web to Lead form?
Workflow/ automation not working with integrations (Zoho Livedesk and Unbounce)
Hi, We have a workflow rule that creates a task (follow up) every time a new lead is created. When we manually create leads or when leads a created via our contact form (from Zoho creator) this rule is executed and it works just fine. But when a new lead is created via Zoho Livedesk OR Unbounce, then the rule is not executed and no task is assigned... How come? /Bo Thygesen
Can't create a user in Zoho CRM
Hi, I have a user igodoy@dribest.com in my Zoho Mail and Zoho Account, but I need to activate it also as CRM Zoho User, but it's impossible for me. I've tried a lot of ways, but nothing happends. Can you help me please? My organization is Dribest
Mail Merge Envelope Formatting
I can set up a mail merge template that is just a #10 envelope and get it working properly and save it. However, once I close it and reopen it the format is changed. In particular, the header and footer are back which need to be removed to make an envelope print properly. And the indents for the address fields are all messed up. I have similar problems with other 8.5 x 11 mail merge document although there it shows up as additional lines being added into the header and footer when save then close
Web to Lead Form Spam
Hi I am getting masses of bot created spam through the Web to Lead form, do you have a method / script to prevent this. tks Chris Chris Sanderson
Problem with Captcha on Web to Case Form
I cannot seem to get the Web to Case Form captcha to work properly. It just keeps showing the captcha form field, but not the code. I put the three scripts in my page per the instructions, but I think the script code is in the wrong place. I tried it in a couple of spots, but keep getting the same result. Any thoughts? Can anyone tell me exactly where to put the <script> code in my Web to Case Form? The instructions just say to put it before the </div>. That could be anywhere in the form after the
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
Web To Lead with Captcha
I see in Zoho help that captcha can be used with Zoho Creator. Can it be used with Web to Lead forms? I don't see a way to incorporate it. Please advise. Thanks
Inserting Captcha
I have embedded a web-to-case form in my web site but I cannot enter the captcha code. According to the the help on line I copy / paste the html code after the form's code but it seems impossible to be saved and then nothing happens. What should I do? thanks for the tips
Ideas to improve ZohoCRM
Hi All, This is my first post here and firstly let me thank you for providing a great CRM at such a great price point. I am very impressed with the flexibility of the CRM product however I have the following suggestions that I think will benefit everyone and really differentiate ZohoCRM. 1. Task Templates I would like to be able to add Task Templates / Action Plans to Leads/Accounts/Opportunities/cases etc such as day 0 execute task x day 3 execute task y day 4 execute send email day 5 execute make
Mass Email over 2000 contacts
I have read the forum posts and reviewed the help Could someone please offer advice for Mass Emails I have used ZOHO CRM Mass Email several time and was forced to export and use another program to complete the process I need to be able to email and track my database monthly, we have used constant contact and others, but would prefer to keep it in ZOHO CRM. How do you guys use up your 250 daily limit and then do it again the next day and know where you left off? Thanks in advance...
zoho database
Hi, I want to delete all the data.. notes/customer/lead/potential.. everything to delete. I then want to import a new database which has been created csv format... can anyone help me do this? Many thanks Rich
Zoho CRM recurring activity invitees
Hi, I would like to set up a recurring activity and link a number of contacts to it, as I want to schedule my work accordingly. I tried by inviting them to the first instance of the activity and then saving it. But unfortunately, they are not linked to to the recurring appointments. Also, I would like to see the recurring activities that are linked to the contact being displayed when I view the contact record. Is there any way that this can be done? Regards, Robert
getSearchRecordsByPDC returning only 20 records
One of the customers of our integration service with Zoho CRM is getting only 20 contacts of the 46 existing on one of his accounts. We are using: https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC?newFormat=1&searchColumn=accountid&searchValue=783656000000094005&authtoken=***&scope=crmapi And the API only returns 20 contacts while I has verified in the webapp that this account has a total of 46. What am I missing?
Unable to install outlook plugin - not a valid office Add-in.
I am using Outlook 2010 64 bit on Windows 7. I have downloaded the 64 bit edition, and it installs successfully. C:\windows\system32>C:\Windows\Microsoft.NET\Framework64\v2.0.50727\RegAsm.exe " C:\Users\Vinai\AppData\Roaming\ZOHO\zohocrm\ZohoCRMOLAddin.dll" Microsoft (R) .NET Framework Assembly Registration Utility 2.0.50727.4927 Copyright (C) Microsoft Corporation 1998-2004. All rights reserved. Types registered successfully C:\windows\system32>regsvr32 "C:\Users\Vinai\AppData\Roaming\ZOHO\zohocrm\Redemp
Inventory Mgmnt - Product Photo
Why is the Product section doesn't support having a photo, just like adding a photo for a user? I just don't get it, as it is, especially in this day and age, having photo on a product is a must. Might not be a big deal if you're in the service business but for industries or business that carry products, then it is a must have.
Email setup
I setup my pop accounts in Zoho verified the accounts were setup correct. Continued and setup the outgoing servers. Verified and repeated for 5 accounts. Went I hit the email tab I get this message: ERROR: Sorry! We are unable to process your request. Please try again later. I'm paying for this service so I would like to get this resolved asap. Enterprise user
Populate address fields on a new contact on existing company
Hi all, New to Zoho and have looked but can's see a solution, so apologies if this has already been covered. I have created some custom fields in address part. I have created a "company" and now am adding some contacts to that company. When I add the contact it adds the company name to the contact but not the address and some of the static data ( company phone and fax ) - I have looked at the field maps and that seems correct. Is this the wrong way to add more contacts ( employee's ) from the same
Zoho project data in CRM
Hi - we'd like to be able to have some additional data flow between CRM and Projects. Is it possible to: 1. Have the Potential description (where we put high level scope) flow through to the project automatically 2. Have the Sales Order data flow through to the project (for cost tracking) or 3. Have the time and expense tracking from Projects flow back to the sales order/potential so we can calculate project margin Thanks
stage history
How do you change the column choices in stage history on projects?
Phone Call and Task Merger
Is there a way to enter a phone call and a task all at the same time. We are entering a phone call when the call is received but we would also like to enter a task at the same time. It would be nice to ask a task within the phone call menu. Is this possible?
Systemgenerated emails
Hello - For the past 4 days (5/16) one of our CRM users has been unable to receive reminder emails related to Tasks. We've submitted multiple support requests to Zoho Mail and Zoho CRM as this is the most important feature to this CRM user. We are able to create tasks however no reminder emails are sent (as we schedule them to be). I'm assuming its related to Systemgenerated email system as other emails for this user work OK. We've looked into email storage issues which have been resolved by upgrading
CompanionLink auhentication tokens
I have build up a vast amount of tokens from using CompanionLink and exceeding my limits. Is there a way to remove all tokens at once? I've tried removing one at a time and it is taking forever. Thank you.
Lead doesn't save
Freezes, after editing for the first time. Then when trying to refresh , it ends in the chart function and the record is blank Trying to edit lead created from email BCC function
Sales Report
I need to see if there is a report that allows me to print up all my notes (which include the details on my sales calls made) for my leads.
Distinguish Emailer leads from google PPC campaign
Clients from several sources visit our website (Google PPC campaing, Emails from Mail Chimp & Zoho campaings and Normal Website Traffic)... I have a zoho enquiry form at my website... I need to know how many Visitors fill the enquiry form from my emailer campaign (Mail Chimp and Zoho)... This is very important for me because it will tell me effectiveness of the campaign and let me decide to go for paid version of Zoho and Mail Chimp Email Marketing... Please Reply me ASAP...
Import (contacts and accounts) with update
Hi, We currently have account and contact information in 3 separate systems (I have someone working on integration) as a result we have to do updates to Account or Customer information 3 times. I notice with Zoho CRM import there is only Skip, Overwrite or Clone on a duplicate record - is there a way to just update? There maybe a situation where some fields have changed but others haven't - I assume overwrite will replace all date and not just update the fields with new / updated information? Any
Product Stock Management
Probably there is an error while defining the stock-ordered quantity for a product according to the status of the order. The quantities are updated only when the order is inserted (i.e. if I place an order for 8 pieces of a product I correctly found that the "Qty Ordered" is increased by 8 pieces). If i change the status of the order to "cancelled" or "delivered" the 8 pieces remain in "Qty Ordered". If I directly place an order as "delivered" the "Qty in stock" is increased of the number of pieces
Combine Chinese (Chinese) language and English in Record
I have a client whose database is English-based but who has users in China. They want all records in English in order to collaborate, but China users would like two extra fields to enter Contact Name and Company Name in Chinese characters. They are not having luck doing this (characters entered as Chinese display as random, non-Chinese characters). Thoughts? Best, Lindsay Garrison On the verge, incorporated Boston
I cannot sort Activities by Related To
In the list of Activities there is a "related to" column which lists the accounts associated with each activity. I can click on it and click sort, but it does not work and does not sort the rows as it says it will. Please advise.
Custom fields: Field type - Pick list Can the pick list values be URL's?
Team, Can pick list values be urls? I understand I can text field the url address but I would like the value to be a live url. Thoughts
Zoholics, Zoho User Conference that includes CRM Training is back
Zoholics, our annual user conference is back. The event will be held at San Francisco from May 29-31. Based on last year's feedback, we have extended the event to two and a half days. The agenda for CRM includes... Day 1 - CRM Workshop Day 2 - Basic CRM Training Day 3 - Advanced CRM Training. A partial list of CRM training agenda is available on the Zoholics website. This will definitely be a very good opportunity to learn more about Zoho CRM and of course, interact with the Zoho team. You may
Making a field value Unique in account
Hi, im trying to use the tab "accounts" to create some customers, however ive been looking for a way to make a number field as "value Unique" (Customer`s id). The idea is not repeat a client.... (im testing the free account) somebody could help me. thank you.
Job Tracking
I have used Zoho in the past with another company. I am trying to switch my new company over and have a couple of questions that will either make or break the deal. I have been searching and searching for answers and cant seem to find exactly what Im looking for. 1.) Can Zoho track customer jobs? We are currently running an old old Arborist software program that lets us add in each clients job. For example, I need to be able to pull up a client and then see a list of previous jobs and then be able
Sign up Form Websites and Zoho API
Hi, I am trying to link a service that provides Lading pages and Sign up forms with Zoho CRM. So far I have found Unbounce and Lead Britte. Unbounce ( http://unbounce.com) is too expensive and the other one won't work with Zoho. Can anybody suggest a service which creates good looking sign up forms and that can be integrated with Zoho? Or, how can we create good looking sign up forms compatible with Zoho? Thanks
Leads view taking me to blank page
So when I click on one of my leads, it opens for two seconds and then goes into a blank page and it shows as it is processing, and takes to the following address https://crm.zoho.com/crm/ShowDetails.do?module=Leads&quickcreate=true#listView_868936000000064059bck Any ideas of what is going on? Thanks!
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