Access website integration forms from api
I see in the crm api that I can getFields which get all fields, but can I getFields based on selected fields from web to lead form that I created in the website integration section? Thanks
How do I get emails which were sent to leads?
Hi, I'm trying to get the emails via the Zoho API which were sent to leads, but I'm stuck. I searched the documentation and the forums for a hint to how this could be accomplished and also tried to adjust the API call like https://crm.zoho.com/crm/private/json/Email/getRecords?authtoken=Auth Token&scope=crmapi... Does anybody know how to get the emails?
How to get response of web to lead form?
Hi, I am using following code for Web To Leads Zoho form, it saves lead and form works perfectly & I am using this form in a jquery lightbox. now i want show success message into same same jquery light box on its response, means after saving that lead. any one guide me how to receive response of zoho form? and help , idea or tutorial would help me alot as i am new to this CRM.
Email Confirmation of Sales Appt with a Lead
I have an inside sales rep who calls leads and tries to create face-to-face sales meetings for me. When a lead agrees to a meeting I'd like the inside sales rep to use a mail merge template for sending confirmation of the face-toface meeting. I looked at the Email Templates function. But it appears to be focused on sending out mass mails. What is the simplest way to send a mail merged email to ONE lead from that person's lead record. AND: ** is there a way to review and modify this email
Help us create Standardized Client and Company pages.
Hi I need someone to do the following for us... Copy our "Leads" page and label it "Clients" + add a few custom fields to it Create a standard "Company or Vendor" page with all the standard information a "Vendor" would have. Nothing product specific at all. Very simple Make our "Leads" page have the capability to convert to "Agents" Make our "Agents" page the same as our "Leads" page (the same data) Also, we need ongoing support from you at a flat rate per time, month, etc. Whatever works out
Help getting Zoho Mail | Mail Addon working properly
Hi I'm a recent Zoho CRM customer and just purchased the add-on to integrate my Mac Mail IMAP account. Performed set-up (for my name@owndomain.co.nz) and can now see my Mac inbox appearing in my Zoho mail account. Cannot however send from my @owndomain.co.nz when in a module; contacts etc. When emailing from soho mail cannot see my contacts within address book. Something not working - have been trawling set-up etc. Don't know what's going wrong? Help please. Brett
Emailing from zoho - where do rejected emails go
Hi When sending emails from Zoho, what happens to mails that are not able to be delivered due to an invalid email address? Is there any method of finding out if the delivery was successfuly or not, or being able to identify which are rejected? Any help or assistance would be greatly appreciated. Thanks
Leads being "automatically" re-assigned to other owners
Hi It seems as if the system is automatically changing the lead owner. You can see in the snapshot below that Nicole was working on the lead. There is no history showing that the lead was manually changed to Bronwyn but as below shows, Bronwyn was suddenly the lead owner and we had to change it back to Nicole. Please could someone troubleshoot this problem for me - it is going to cause many issues if it persists. Thank you.
Problem with the new crm-analytic app in zoho crm
Hi, i can't connect my zoho crm-analytic app with zoho reports. i know the way how to conncet under "apis and add ons" but, it dosent connect with zoho reports ...i just see "loading" for ages... any ideas? cheers Amir
Problem in sync Google calendar to zoho crm please please help me
here is my big problem, i want to sync a new email for the google calendar but my problem is where can i put the email so that it will be sync, there is a list but it doesn't have the email i want to sync? how can i create a google calendar list like on the picture, i want to add a new email on the list of calendar but how can i do it? te
Duplicate entries when using Campaign or Notes as Related Module
I have created showing a Report which shows lead entries belonging to a certain campaign. The filter I used: Campaign Name is Fax01 Some columns shown: First Name, Last Name, Address and Member Status At first, the report works perfectly well.. but then I later on noticed that when I update the Member Status of a lead (for example, named Dianne Valenzuela) from Planning to Send Fax into Fax Sent.. the entry for Dianne Valenzuela the appears in the report becomes duplicated (one with Member Status
Drip Emailing
It would be great if in addition to creating template emails you could create a series of emails you can send out to a lead or contact with specified time intervals to send out each email. I understand that getting creative with the email market capabilities of the enterprise version you can accomplish something some what similar to what I am asking for but it is not a viable solution to what I am looking for. I currently have to use a third party company to do our drip emailing and its not efficient
Zoho CRM categories and Travel Business
I would like some ideas on how to use this system more effectively. I want to keep it simple, but effective. I have a business where people who are looking for accommodations on the island visit my website, look at the properties, use my web form to give me information about what they are looking for. I then contact them with either more questions or just give them options that fit the criteria they are looking for. I communicate with hotels and vacation rental home owners to confirm the details.
Custom View Error on home Screen
I've created a Custome View for Potentials. It looks fine when in the Potential Module. however, adding this view in the home module, the contact first name is dropped, leaving only the last name and no link. Any ideas?
Event Scheduling & Resource Management
Hi, 1. When scheduling for an event, is there a way to get notified of a time conflict. So far, I am able to schedule events at the same time, without the system telling me something is already scheduled. On a further note, anyway that a) the date can be surpressed in a report or dashboard view and only the time shows and b) anyway to change the time selection to a 24 hr clock, instead of the am/pm selector 2. In my company with have a number of rooms for training purposes. Is there any resource
Activity List
In the Activity List screen you should add two columns - one for the Name and another for the Company As it stands now unless I put this information into the subject line when creating a Task or an Event I just see whatever I've entered from the drop down and Have no way of knowing who it is I am supposed to Call Email or whatever. This would likely be an easy addition and make a lot of sense from an ease of use standpoint tholmes
New plugin update does not save login information
I'm using the new beta Outlook Zoho plugin with Outlook 2003. My login information is not being saved from session to session even though I have the remember me box checked. I'm really not sure why a separate sign in is necessary at all, if I have Outlook open I want to be signed into the Zoho plugin.
logins and usage
is there any way to see how much my team is logging in and using Zoho? Kevin St Clergy
Email Template Footer
Hello, Recently I have been noticing that I cannot view or modify the information that I have in my Email Template footer. In some cases when I click on the email template link I can see the footer, but then when I click to edit the email template, the footer text is not visible in the footer area. This occurs whether I click View HTML or not. I am using Mozilla browser, but this is what I have used all the while. It should also be noted that when I send an email using the template, that I do
Google Calendar Sync
To whom it may concern, We had just bought acces to the Zoho CRM, and we are experiencing an issue. We had realized (after paying) that the calendar in syncing every 6 hour. IT IS VITAL FOR US TO SYNC FASTER. This is a good reason for us, stop being a client. Thanks. Juan
Pulling data from one form to another if basic CRM account? Is it possible?
I have some custom fields I have setup that have been attached to all the forms (Leads, Accounts, and Potentials). I don't use leads but do you Accounts. I fill out the Account, which has several custom fields I have created. What I am trying to accomplish is when I fill out a Potential, is to have it pull the custom fields data from the Account. As an example: Account - I populate the following -Name -City -State Potential - HERE IS WHAT I NEED HELP WITH -Upon selecting Account -I would like the
importing task and events/ association with contacts
I'm trying to import some tasks and events to finalise the conversion to Zoho Professional. However, the association with my contacts is not imported. In the CSV file a field has been made with the exact (mandatory) Contact Name. This is the field with which I associate the event. However, after finalising the import (with no errors reported) the association is not made. Any idea what I'm doing wrong? Thanks for your support
Mass email not respecting custom smtp settings from Mail Addon.
I have the Zoho Mail addon set to use my custom smtp for tracking and auditing purposes. When I send an individual email through the CRM interface, it respects my Mail custom SMTP setting. But when I send a mass email using an email template, it is sent from Zoho's email server. Can you please change this? Thanks, David
Activities status additional columns
although the open 'contact' (ie led company name or person) is available in the column edit options, when added it comes up as partner contact. Can this be fixed please? this is the kind of support from Zoho that will define whether I upgrade for the rest of the company. looking forward to a response
Contcts on Activites List
Hi, I created a custom view for activities and would like to be able to see the column for the contact and company for which the event is created. Is there a way to do this? Thanks,Leo
Converting multiple leads from same company
If I have multiple leads from the same company, how can I convert them all to the same account/company, showing each lead from as a contact for that company?
API and carriage return
Hello I would like to create a lead with a description containing Carriage Return I have tried usual substition code : \n or \r or #x000d; or #x000a; or <br> (last one work on display but not on edit) Can you please help me ? Regards
Customize Product Name Lookup Window
Hello, Is it possible to change the product lookup window in Quotes, sales order etc..? I prefer to use the product views and select our Sales products View. Now we have 200 products (170 parts and 30 sales products) It is quite difficult to find the sales products... Is this possible? If yes, how? It also would be nice when you can change the records per page... Kind regards, Allen Simon
Setting up custom login page - Paying Customer
Hi all, As a paying customer, how can we setup a custom login page for users? Do we use the API or is there a code we in integrate into our site? Thanks in advance.
Default value for Unselected checkbox in Web to Lead forms
Hello! I've got a web to lead form that I'm modifying. I'd like a checkbox/toggle that when checked it sets "Lead Status"= "I like tacos", but if it's not checked it defaults to "Lead Status" = "I hate tacos". This can be done in the front end with JavaScript, but the web form may be ran using a mobile browser so I can't rely on JavaScript being available. I understand there's a "hack" that can be done using type hidden field directly before the checkbox field using the same name as the checkbox
Layouts are not saved!
When I modify the layouts (Settings->Customization->Layouts) then layout doesn't get saved. I can move them around and once I click on save everything gets mixed again. Any idea why? Kian
Any experience using Zoho CRM for a small investment bank?
We are a small New England investment bank. We help business owners sell companies, buy companies and raise capital. We would use Zoho to manage our marketing efforts targeting not only business owners, but also those who would refer us to business owners, such as attorneys, accountants, wealth managers, etc. If anyone has experience in a similar environment, I'd be very interested in how it worked. Thanks. Jon R.
"New" - New Task Tab
When creating a new task (ie under potential) a small pop-up bubble is shown when I click new task, with the basic information to be created and then subsequent pop-ups for more information. I understand how this could be helpful to some users and even in some cases for myself, but please put a link on that bar that takes me to the full task input screen. We put a lot of detailed info in our tasks. This change is very frustrating.
Attaching Photos
I see that we can attach photos to the potential records. Is there a way to see the photo displayed within the record without having to download it. We sell jewellery and take photos of rings that clients are interested in and would like to associate these to the clients records for future reference.
Assignment of new lead when inserting via API call
Could anyone clarify how I would control who a new lead is assigned to when it is inserted via the api insert method? So we would like to assign it to a lead administrator for example and this person would then assign it to the appropriate sales person. I have tried adding the "Lead Owner" field into the xml but as soon as I do this it throws me an error. If I leave this field out, I notice by default it assigns it to the person whose credentials are used when calling the ticket request method (
Search feature not working on Chrome - New Bug
Can't click into the search field anymore. Using Firefox until a fix is made.
Bug: Using Firefox, Converting Lead hangs if you click options to add or create new account / contact
Firefox Version 15.0.1
Workflow tasks out of order
Hello, I created a series of tasks and even numbered them 1 - 5 to try to avoid them being out of order. No joy. How to I get them to show up in the correct order? Please advise. Also - I used a lead source as a trigger for this workflow. I created a dummy lead to test and nothing happened. I have created this to help train new employees. How do I create an email trigger to go along with this? Please advise. Thanks so much, Susan Landreth
Not possible to convert lead to contact incl. creating case and link to campaign !
Hello, Actually, it seems not longer possible to convert a lead to contact incl. creating case and link to campaign ! Once I submit the conversion, the page is empty and the browser hangs for hours. So I checked without linking a campaign, but creating a case. It took about a minute to display the contact resulting from the conversion. What looks like the half eternity. But the account and case have been created. Linking to campaign manually worked too... Regards Christian
Mass email leads
Hi There, We want to test out the mass email feature as we haven't made use of it previously. For example - I'd like to email everyone that sent a sales enquiry during September - To thank them, and to send them an updated product catalogue in the case that they're still looking to purchase. I know how to set up an email template - but is there a way to attach an external document to a mass email? Like an Excel workbook. Thanks! Zakaria
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