search data type
Hello!, Anyone knows, how can i create a custom field with Seach data type instead of text, numeric ...? Regards Thanks
Web form doesn't work
Hi folks - I'm a Zoho newbie, and wonder if someone with eagle eyes can help please. We want the web form published here http://www.shaking-tent.com/saleconfirmationform/ to automatically add leads to our CRM. Also we want an email notification of any new contact received. Completing the form doesn't seem to do either of these. I've read through some other forum posts, but can't find why this isn't working. Can someone help please? Chris
why cant i create/add a new field to calls
I want to add Lead Name to the calls module, but there is no add/import field
New guy looking for understanding of workflow automation
Thanks for taking the time to read my post. I'm new to Zoho, and totally green when it comes to CRM(the process), but I have big ideas that I want to implement in my residential focused HVAC business. I want to be able to automate pre and post appointment emails, mail and automatically place a reminder into my tasks to do a follow up phone call for my service repairs, new system installs, and of course proposals. for example: Once I successfully close out an service appointment, I want to be reminded
Google apps script and Zoho API
Hello, i want create a leads with Google apps Script and my code make ERROR 4600 (problem with XmlData), but i don't know why ? could you help me thanks function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'aaaa', 'scope' : 'crmapi',
Google Apps Script and Zoho API
Hello, i want insert leads with Google Apps Script but i have one error and i don't find the mistake, could you help me ? function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'XXXXXX', 'scope' : 'crmapi', 'newFormat' : '1', 'xmlData'
Google apps script and api
hello, do you know insert a leads with api and Google Apps Script. I write this code and i already have as response is "<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>" Do you have a solution ? thanks xmlData="xmlData=<Leads><row no='1'><FL val='First Name'>"+LeadsList.getString('nom')+"</FL><row></Leads>"; Logger.log(xmlData); var options = {
CRM: Convert to Free Edition before it expire
Hi, I am trying the CRM in Trial Professional Edition period. I put in some data and customized some reports. Now I want to know if all those customization will be there after the trial period ( in the free edition). 1 )Is there anyway to test what will remain or 2) Can I convert to free edition before the trail end? How? Thanks
API with Aweber?
Zapier API shows a connection between Aweber and Zoho Premium (not the same term used at Zoho) but Zoho does not show it. Is this becasue there is no direct connection and there is a connection throuh a 3rd party API? Can someone confirm if Zapier works and which Zoho version to connects to Aweber?
Documents just for me
If I have my own document (just for me) uploaded in my carpet (no shared to anyone) and I want to attach this document to an account that is shared with other vendors. I don´t want to share this document with the other vendors, it is possible?
Email Contacts based on Account Data
Is there a way to filter by information based in the "Account" tab and then send an email to the related contacts? In other words, the criteria I need to filter is found in the accounts section, but I can't contact an account, I need to email the related contacts. Is this possible for mass email? Thanks.
ZOHO "From" Emails within Templates
If logged in under a separate user, when sending a template using a different name it appears as that users email and not as their actual name. ie Mary Jo sends an email, and switches the from field to her manager "Joe Smith." In the FROM field it reads jsmith2323 instead of from Joe Smith. When an email is sent from Joe, while he is logged in, there is no problem. How does one fix this so all emails are uniform in who they are sent from/replied to, and have it not be an email address, but a name?
unwanted text automatically added to e-mail template footers
whenever I send an group e-mail using a zoho crm template the following text is added to the footer. How do I get rid of this? Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com this text is automatically added in the footer, and can not be modified. while the items in the list appear to be menu options, they are not active links. With this extraneous text added to every e-mail
Zoho Mail Merge
I need to mail merge 2 documents for contacts but can only search using contact name. Is there anyway to search via company name and mail merge onto 1 document? Once i search, then select that contact then search again, I lose the previous contact i selected and have to mail merge individually..... Please advise
Can zoho extract info from an email to add to zoho crm (not using zoho forms as the source of the lead)
I have a real estate site, and when people inquire about a property, i receive an email from the company that provides the property search technology with the username, address they inquired about, contact info and their comments. This is not a form I can create with Zoho because the technology provider has their own form integrated into the property page. I just receive an email with the lead info in it. Is there a way to extract this info based on a subject line (which is always the same for
mail message: Your Outgoing has been blocked and you will be unable to send emails.
I can't send mail, Can you Help me, thk.
"Google's Task List" is empty in the "Apps & Add-ons" section of the Setup
Hello, I had no problem to make the link between our Google Apps domain and our Zoho CRM, all is working fine, Except for Tasks. I can't choose a task list in the setup to make te link for this last option. I attached a printscreen to illustrate the case. I tried to create another tasklist, but nothing changed. Can you help me what to fix that ? Zoho Plan : Professional Edition Active Users : 2 Paid Users : 2 Zoho Mail Add-on : 1 Zoho CRM Mobile Edition : 1 Thank you very much :)
How to send email as from custom smtp instead from @zoho.com on behalf of...?
When I send mass email - it works. But when I tried to send the email to separate lead/contact it always appears as *@zoho.com on behalf of *@mycompany.com In email tab I have confirmed sending emails from zoho's smtp but using my email address. Why it works for mass email and doesn't work for a separate send email function? I don't want customers to see that I am sending emails through zoho, and I don't want to use mycompany's smtp. Thank you.
Assigning Leads to an Account
Is there any way to assign leads to an Account? For instance if we had a number of leads all working for the same company or department could we group these within an Account? I know you can assign Potentials and Contacts to Accounts but I can't see any way to do the same thing with Leads.
IP Restriction : Access Denied
Hi Support, I am currently unable to log in to my Zoho account. A message 'Access from this machine is not allowed' is popping as i try to log in. Previously i have limted the IP access and have no problem logging in from my device. Could you please assist to reset the IP restrictions or advise other solutions. Urgent. Thank you. kevinraj@vervx.com
Creating an event for a potential
How do you create a calendar appointment (new event) from the potential page I can do this via quick actions on the lead page but once converted to a potential this quick option is missing
Hide configuration options
Hello, I'm a newbie just setting zoho... I have 3 users in professional edition I would like to know if it's possible to hide the configuration options and for the other two other users leave the CRM as clear and simple for them as possible. Thanks in advanced!
Web to contact fields
Howdy, first time asking a question. I've been exploring Zoho for months. I am building a site that uses web to lead and web to contact forms. I've done well on the web to lead side and think its dialed in perfectly. The issue is all my leads are the same thing leads. Versus on my contact side I have different types of contacts. So, I have two different forms to complete depending on the type of contact they are. Is there a way to establish in the form which one it is based on the page on the
Using Zoho to Manage Club membership
I get the sense that Zoho is quite powerful yet simple. Nevertheless, I cannot wrap my head around how to make it do what I need. My organization has members that pay for ongoing services, monthly or annal membership fees. Opportunities seems to be for one time transactions. How do I manage ongoing transactions? Thank you.
How to add more than one product to Sales Orders?
Hello, we're creating Sales Order template (in Inventory Templates). By adding "Products: ${Products.Product Name}" line we can bring out one product in final Sales Order page (for print or pdf), but how to bring out more than one product? if more than one product is sold and Sales order has say 2 or 3 different products - what to add to the template? Products: .... ${Products.Product Name} .... ? Thank you
create groups contact/prospect
Hi I'd like to create specific group in my porspect and in my contact section. Then I'd like to have a view per group Can you help me. Many thanks Laurent from copyphot
Creating a task - dissapearing on date selection
Hi In the past few days, when creating a new task from within a Contact, the task disappears (unsaved) as soon as the date is selected This applies whether the task is created from the option at top right of screen, or via the link below the tasks for that contact If a task is created, data entered (date left the same), saved, opened again - THEN the date changed, it works fine Looking forward to great support as always Ross
Suppliers
Why can´t I add a contact on a supplier?
Can I add a field of "add attachment" within the custom Task Layout View?
Can I add a field of "add attachment" within the custom Task Layout View? I don't see this as an option. It would make sense to be able to add (an) attachment(s) along with a task that I assign.
Unable to swap field in Business Card view - "already listed" error
I can swap with some fields but when i try to change "PHONE" field with "WEBSITE" field i get this error http://prntscr.com/wma46 Where is it already "listed"... how do i get that field to be part of the biz card view?
Can Inbound mail create case?
I've been using Zoho Support. I can setup an Inbound mail account that creates a "Request" automatically when inbound mail is received. Does Zoho CRM have same ability to create Cases?
Campaign API requests
Hello, I am now investigating API functionality and I can not receive leads by campaign/receive campaigns. i want to use API on www.jettmesaj.com When calling https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=token&scope=crmapi%20&select&fromIndex=10000&toIndex=10200 I am receiving all leads but there is no such field 'campaign id' or 'campaign name'. How API calls should look like to receive campaigns list / receive leads by campaign? Thanks
Can I Copy a Tab?
If I have a tab called Community Outreach (originally Contacts module) -- and I want to copy that tab and rename it to XXXX. Can I do that? Or do I have use one of the remaining module options available?
How to see age by days in a particular stage or sub-stage of closing?
We have our customers go through many steps from Leads to Accounts. After becoming an Account they go through 6 phases of training and setup before becoming Paying customers. Then many stages beyond. How do I track the time spent in each of these stages by days? I would like to know that my Lead spent 28 days in the connecting stage, then 13 days in demo stage, converted to account. Once they became account they spent 32 days in stage 1, 18 days in stage 2, so on. Is this Possible in ZohoCRM?
The shortcomings of separate development
We have an idea: add all the functionality of Zoho Books to CRM or all the functionality of CRM to Books and you have a great product. It's time for Zoho to akcnowledge that the current separate development strategy for products is the wrong approach from a functionality point of view. True, you can foster parallel development of products if you have a master design from day one that calls for true integration. But when you try to integrate very differently-conceived products as an after thought,
Zoho Potentials to Quickbooks Invoice
Hello All, My first Zoho forums post, please be gentle! We currently use qb to generate invoices, and use Zoho crm potentials for all our sales processes (we do services only, no products). When potentials are won AND services are finished, potential is marked closed won and unbilled. Once a week, I manually xfer each potential amount to a qb invoice, then checked off a custom field 'billed' to avoid double billing I want to automate the xfer of potential to qb, is this possible? If not, is there
Multibranding in CRM and Invoice
I currently run 3 brands under one company (agencies). I currently see the need of these features and would like to know the best practice to get these or the best work around for me to represent each brand inside one CRM. I use Zoho also for Android and PC, and logging in and out of a lot of Zoho accounts is not working at all for me. 1. Web-to-lead with auto response: The auto response should be with relevant From address and Logo in the email. 2. Email from CRM should be sent with the relevant
automatisation Webhooks and import
hello, is it possible to run workflow with webhooks when i import XLS or CSV ? thnaks
Leads Response Template ${Leads.First Name} not mapping correctly
My lead autoresponders are not working correctly and using the Lead Owner's name instead of the lead's first name. Embarrassing issue.
Integrate Zoho with email client
I would like to know if there is any way to use an external email client (like Outlook) and both inbound and outbound emails captured and stored with Zoho accounts and leads. Right now the emails are only tracked if I use Zoho mail for outbound and when mails are received with the correct FROM account. I have tried using CC for my Zoho address from my email client, but these messages are still not captured. Bottom line - I need to know if I can use a standard email software program and have all
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