web to lead & web to contact are not working
Hello all I'm new to the system. I tried adding web to lead & web to contact forms to my website, I configured it (it's pretty simple) and it doesn't seem to work. No error message appears, but the new leads and contacts are not being added to my system. Any idea why ? here are the implemented trial forms: http://csmedia.co.il/contact12.asp http://csmedia.co.il/contact11.asp Thanks, Aviad
Outlook Contact Sync problem
One of my Users can only seem to Sync 50 contacts using the Outlook plugin, nothing more ,any ideas?
How to report historic timeline of stage changes in a potential record
Good Morning, I am trying to find a way to capture the stage history in a potential records so that it can be extracted and reportable data. Currently, all I can find is the noted stage history dates and different stages in each record, but I cannot figure
Customizing Potentials
We are going to start using the Potentials area of ZohoCRM to capture information. One of the default/mandatory fields is "Potential Name". Instead of having this as a free-form field I would like to change this field to be a picklist with preset values. Is there any way this can be done? Ideally we want to run reports based on certain types of product we are selling. I realize I can create a customized field to capture this information but would like to use the existing field if possible.
Solutions Knowledge Base posting to Wiki
We post ideas for our staff in our "Solutions Knowledge Base" within CRM. Is there a way to have any of these that we mark as "public" post automatically to our wiki? Thanks
Create a Simple Report to Total Lead (Marketing) Source
I'd like to view the number of leads coming from each of my marketing sources. Example: I have 10 sources for leads - Google, ApartmentFinder.com, Website, Newspaper, etc. I want to know how many leads were generated from each of those sources over the past month. Is there a simple way to do this? Thanks!
Gmail and Zoho CRM adding another user
I am using Zoho Enterprise (2 User system). I also have 2 Zoho Mail. My email works great. The second user (we both are using the same gmail server) does not have his emails show up in Zoho CRM. How do I integrate his email with ZOHO CRM.
Adding a second email (using gmail) to Zoho Enterprise
I bought two users, and both are in the system, but I only see emails from one of the email accounts (mine). I need to see my associates emails, so we both can see what is happening with each contact / lead. How do I set up a gmail email address so I can see the emails in Zoho CRM.
Backup of Configuration files
Hi, How do I backup my configuration files as I need to change the provider as , currently I am paying in USD < But through the new provider I would pay in INR ...Please advise on How I can do the same...
Email from Leads donot show on leads page
Hi I am trying hard but nothing is working out. 1. I could configure my pop account and the emails are very well showing there but the emails that I receive from the lead does not show in the leads page. 2. I have 4 accounts purchased for zoho, but they do not show under Zoho Mail Add-on Users tab Photo attached Regards Kapil
Sales Person Activities
I'm currently testing the free version. What I can't find is how to view the call activity of a sales person I created in the system.
Automatic Logging of all emails using ZOHO outlook addon
I have added the outlook plug in to my outlook file for CRM I can higlight an email and click to add it to the Lead record in Zoho but I want all emails that come in or go out to be logged in the coresponding Lead in the CRM.. Is this possible? if not with the Outlook add on is it possible with Zoho mail? All email coming in and going out of this account is tied to an existing lead in ZOHO crm. Thanks MP
accountant
hello i run an accountants practice. So all my accounts are my clients 2 things that i would like to know: 1. How can I log time spent on a clients work to their account? 2. If I have a date field in accounts, which say is the business year end, how can a reminder automatically be sent on the date - so we know the year end is due? thx Matt
Thunderbird plugg inn wanted...
Hello ZOHO team and all users, I am using ZOHO CRM for our small wine import and distribution company. I am also using Thunderbird wit the lightning plug inn. Are you guys planning any upcoming Thunderbird plug inn? Thanks and keep up the good work, cem
Problem with getSearchRecords
Hello, I am receiving <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> I am trying to getSearchRecords with contacts I am not sure where my problem is at all. Any help would be greatly appreciated $plumberCode = htmlspecialchars($_POST['PlumCode']); $token = htmlspecialchars($_POST['token']); $url = "https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords"; $param= "authtoken=$token&scope=crmapi&selectColumns=Contacts(First
Multiple Web-to-lead forms in one page
Is it possible to have multiple forms in one page? I can see there is an issue with validation, can this be bypassed? thanks
Create custom fields using the api
Hey guys, Is there any way to create custom fields by api? I'm working in an integration which needs to add some custom fields automatically in the leads. Thanks, Lucas
When getting Authentication Token, is there a way to add a parameter where I want the CRM to be from a specific company?
Hello, my question for the day is, When I use the authentication call I get a success on each account I have. Meaning, let's say I have a CRM that is part of "ABC" company and I also have an account with "FFF" company. I just want to make sure that only the users in "ABC" company can use my application. So when I get the token is there a way to also show the company? Thank you and if not, do you have a suggestion? (at first I was going to add an if statment for the username if(does_not_contain"@ABC.com")
Auto Populated Campaign Source
Hello, When you create a new Lead from the Campaign tab it auto-populates the lead source. However when you select "Save & New" the campaign source is not present on the new lead. It would be great if the Campaign Source for the "New" lead was still present. Thank you,
Hoover's alternative that works well with Zoho
Hi all, I'm just wondering what company you use for list creation that is a competitor to Hoovers. I just find them way too expensive. Any recommendations and info on how well it uploads into Zoho would be much appreciated. Also, to Zoho, we would love to see you add something like this and would purchase it in a minute from you. Thanks! Andrea
When can we expect a plugin for Outlook 2011 for Mac
For those of us who a Mac - when can we expect a plugin for Outlook 2011, it really undermines using Zoho when you can't make it work with one of your core business tools like outlook.
Zoho data manipulation
We have been a paying customer of zoho for over a year. Our leads database has grown to approx. 50,000 over the years. We are running into a few major issues with trying to manipulate our data in the leads module. Unless we are really missing something, we can not find a basic solution to reimport updated leads. Our old crm system was capable of doing this with no problem. Here is our situation: We sponsor a few associations and at the end of the year they provide us with a updated lists of their
Photo view in the list view (like you have here in the forums)
It would be great to have the ability to include the photo of contacts in the list view. We have multiple views of our contacts, and I have not found a way to include the photo in the list (preferably to the left side, like you present the photos of people here in the forums). Is there a way to do this? Alan
Need Someone who has experience designing ZOHO Web to Lead Forms
We use the web to lead forms in Zoho and have asked numerous people on elance.com and odesk.com to redesign them but every time they do it, the zoho code get messed up and the form won't work. We desperately need someone who already has experience working on specifically ZOHO Web to lead forms who can edit ours so they look better but STILL WORK. Here is an example of one of our forms: http://www.press8.com/getacustomquote. We have 4 that we need re-designed the same way to match our site and just
Now, Trigger Workflow Rules for Activities too!
Tasks, Events and Calls. If you are in Sales or Customer Support, these modules are the most important to you. Be it a Meeting, a Demo Call or a Remote Support Session, you need to keep track of them in these modules. Thus, it's only fair that most of your activities are automated in these modules. Take this scenario that @jimmyvandijk shared with us in a recent discussion: An activity is planned/linked for a contact I want to e-mail my linked contact 2 days before the activity, to remind him I want
CRM CALENDAR
Good afternoon, Please I sync my CRM Calendar with google. All right, BUT, I still doing test for my business in Zoho. I m need delete all the events, reset and starting again, I have more as 3.000 events, impossible to delete. How can I reset the CRM Calendar?
Adding a new column in Task Home Page
Hi, Congratutions for the CRM! I like a lot. Just a question, is it possible to add a new column in the Home page in Tasks? I would like to know the Account linked to each task. Thanks, Rafael
Can I set up a zoho meeting from zoho crm?
Thanks
Customizing Homepage Modules for Multiple Users
Hi, I'm fairly new to Zoho, and I would like to customize the homepage modules and apply the changes to multiple users. I currently know how to do it only for myself. How do I go about making these changes? Thanks! Nate
Problem with layout qotation
Hello, I use CRM to manage sales and when I do my estimate, there are two columns to the right. One with my product price, and another with the final price sold to the customer. And I'd like to have only one column with the price sold to the customer. Why? Imagine I have a product worth 10 euros but I sell to customer X to 9 euros, while I can also sell to the customer there for 12 euros. Therefore, the customer sees that Y I increased the price. Basically, I want to see my product prices in order
Can't save phone number or email for new contact
Is any one else having this issue?
Zoho CRM Search Problem
Is there a problem with Zoho CRM Search? It doesn't seem to be working although my data , fortunately , still seems to be there. For the last couple of days every time I do a search the results come up blank. What's going on? Dan Guttman
Cannot add custom sections to account page
I have added a couple of sections to my accounts page, the changes are saved and they show up in the custom view. However when I open an existing account, the new sections do not show up. Where are they?
Help for a Newbie Please ....
Hi I am a new user to Zoho and would like to know whether the following is possible, and if so could someone give me an idea where to look in the help area to develop a solution: When I convert a lead to a potential I want to be able to trigger sending a standard series of 8-10 emails, each email being sent out automatically every 2-3 weeks, to each of the chosen potentials. Hope this makes sense and I hope someone can give me some guidance and point me in the right direction Many thanks Alan
Search Critera for Dates
Okay.. I have a vacation rental company ... I'm adjust the Layout for display of leads and have 2 questions. Question 1: One of my fields is Check in Date... It's a date field. I want the criteria to be check in date within the next 7 days.. I see there is a after Tomorrow formula ${TOMORROWPLUS} Anyone know how I would write tomorrow Plus 6 days? or maybe before tomorrow + 6 days Question 2 , I want to be able to set search Criteria between 2 set dates. for example.. "Give me all leads with
Gender is not a criteria in a contact view. Any solution ?
Hello, I am doing a "view" on contacts. I can display contact gender but I cannot select this field to request ! thanks for your help. It seems to be a bug as other people saw it too in my company... Nono
Can I have a Pick List that refers to a Zoho Sheet?
I am slowly learning to customize Zoho CRM to my needs and would like to understand the best way to handle the following: It will be important in my app to have two or three fields that, together, describe what industry and sub-sector each account operates in. I will be using a taxonomy that my firm has developed over time. For example, a given account might be designated as: Sector: Health care Sub: Devices Sub-Sub: Cardiac I know I can do this with Pick Lists and mapping dependent fields. The issue
View Customer's adress in Google Maps
Hi, Is there any easy way to view all the customer's adress in google maps at the same time? I know that we can locate each customer individually is google maps. However, we're planing an intesive visiting campaing and having a complete map of all our customers would help us a lot for planning our trips and optimize our resources. Thanks
outlook plugin
Good night, I m using outlook plug in. How can I sync automatically emails to my zoh crm It s so tired sync manually contact by contact Thanks.
From Web Form to CRM
What is the easiest way for someone on my site to fill out a form and have the information deposited into CRM as a lead? Is it better to use the api or Zoho Creator? Thanks in advance for your help.
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