Mails missing on the zoho mail add on
Hi, I have activated the mail add on and added my gmail pop account. Many of mails are not reflecting on Zoho. Could you please help me find a solution for this? Regards Rashmi Ural
ZCrm email signature
Hi everybody, Why don't we have the possibility to set up several totally different signatures in ZCrm? Today I need to erase one signature to replace it by another when I want to write to a different customer. Thank you to consider this point.
Is it possible to link a custom between Accounts and Invoice form?
I've created a new custom field ("New-Field") on the New Accounts form, now I want to link this field to the same field on the New Invoice form. I.e. after I lookup the account name on the invoice form it should automatically fill up the "New-Field" on the invoice form. Right now Zoho CRM only auto-fills up the address fields based on the account lookup - is it possible to make it fill up a custom field?
https://crm.zoho.com/crm/WebToLeadForm
I'm new to Zoho, I'm trying the WebtoLead form on my website (wordpress). But when I fill the form and validate it the page loads and sends me to https://crm.zoho.com/crm/WebToLeadForm - and nothing else. I configured the redirection page in Zoho, but it's not working ... Any idea ? Thanks
Tasks and Call List Issues
I want to be able to see a current list of Tasks and Calls! When I've completed a task why does it not put the task into a completed folder? It stays there until you delete it but then there is no record of the task? At the moment all the tasks, activities and calls are just in a big jumbled list that is hard to sort. I just think it looks poor and very basic. I'm I missing something here? Davross101
Workflow and approving leads
Hi I have a web capture form set up to invoke the approval functionality. I also have a workflow set up to send an initial email. However what happens is that the workflow is invoked before the lead is approved. This is clearly wrong as you would not want an email sent to a lead that is not approved. It also appears to be showing the incorrect time? it is 22.22 in the uk but the emails are being shown as sent 02:47 am ? This changed when I registered with the support portal? Anything obvious I am
Validation iin CRM Webforms causes problem
I am using a set of javacripts I found on Java-Script Coder to implement some clien-side validation. The validation error message display fine and they prevent the form submission however when I do submit the form the process fails. The leads are not posted to zoho and my success page is not shown. All I see is a blank webpage.with the address at the top being https://crm.zoho.com/crm/WebToLeadForm Any ideas?
Urgent Bug with Inserting Sales Orders in Batch
Hi, When I calls "SalesOrders/insertRecords" to insert more than 1 orders, the products will be attached to orders in a wrong way. For example: Request: https://crm.zoho.com/crm/private/xml/SalesOrders/insertRecords?authtoken=...&scope=crmapi&newFormat=1&xmlData= <SalesOrders> <row no="1"> <FL val="Subject">SO - 1</FL> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">111111</FL> ...
Multiple criteria in getSearchRecords
Is it possible to use multiple criteria in getSearchRecords? The function doesn't seem extremely useful if you can only limit based on one criteria, although from the included examples it looks like this is the case
No API libraries
I just wanted to say that I am evaluating solutions because a client has asked me for a CRM solution. They want me to program it, but I thought maybe I can use Zoho. It seems to have what we need, but I am doubtful because the integration with the API is limited to XML. It is weak, as someone else mentioned, you should have robust API libraries in multiple languages like Twilio. Now it seems there is a lot of functionality in Zoho, but it is sort of half baked. I would rather have something
Workflows not triggering from quick edit option in new UI
Hi I have most of my workflows rigged up to run when a stage from a picklist alters. My workflows work when I go to into the full global "edit" screen, but the new quick edit options on the potential overview page does not trigger workflows. I spoke to support on the phone the other day and they said Zoho are aware of this. My problem is if my staff member takes the "lazy option", critical workflows get missed. Support's suggestion was to ensure that a record is edited in full edit mode only.
Viadeo
Hello We would appreciate that you include Viadeo as you did with Likedin : 45 millions members for this professional social network. thanks for your answer Nono
Sending Emails from ZOHO CRM
I have a quick question and I wonder if this is the case for anyone else? I installed the Outlook plugin which works great. I wanted to test sending mail right from Zoho. I setup a co-workers CRM account and sent myself a test from outlook which worked and was logged in Zoho. I sent another email right from Zoho, but this is the one i never received. It was logged into Zoho, but i never got it. The third time I was logged into my admin account and sent another email to myself which was logged in
Sort Using Date & Time Fields in Reports
Sometime back, a friend of mine using Zoho CRM tried creating a report. In her report she wanted to get a list of leads generated from different sources on a given date. She wanted to use the values of these two fields: Lead Source and Lead Created Time. But there was a problem, the report was not generated as expected. The Lead Created Time, being a Date & Time field in Zoho CRM, did not group the records by day. Solution:- For those who face the same kind of scenario with the Date & Time fields,
Viewing a contact after receiving an email
Hello If I am reading email in ZohoCRM and I wish to access the information about the contact who has written in, is there an easy way to access the contacts details? i.e. is there a better way than having to do a manual search? Thank you. Peter
Insert a file on a prospect profil
Hello ! I would like to insert a file .doc in a Prospect profil. But when I want to see the document with the Zoho document view, I can't read it. Zoho view is oppening, but I can only see road sign. What do I have to do to be able to see my file correctly ? Change the format ? Thankyou for your help. Anne-Claire
Zoho Developer required
Hello, I'm looking for a Zoho developer to do some customisation of the Zoho CRM. We need some modifications to the opportunity module and the products module. for more information on this job please send and email to : emailbenda@gmail.com Thank you
ZCRM User Interface Improvements
Ever since the new UI (User Interface) was rolled out there have been a couple of usability issues that I have found annoying. After several months of living with the issues I want to again highlight them and encourage the Development team to make a couple of simple changes. ISSUE 1 - THE MAIN TOOLBAR DISAPPEARS WHEN YOU SCROLL The toolbar shown above contains all of the most frequently used functions of the ZCRM application. It should always be on the top of the screen. If I am working in a list
New kind of Event with multiple users
There needs to be a new kind of Event called Call. Additionally, there need to be an enhancement to Events (and the new "call"), where you can include/attach more than one user. For example, a conference call should show up on more than one user's record, as should a meeting (Event) if more than one Contact is a participant. Richard Brust http://www.rbrdatasolutions.com
How do you use Zoho Mail add on?
I activated the Zoho Mial add on and was hopeful of some integration between ZOHO mail and CRM. I use Zoho mail as my main interface and update CRM as needed. I was very surprised that from the MAIL screen in CRM I could not click on an email and go to a contact / account / potential. So no difference to what I was doing before purchasing the add on. More annoyingly I see all emails from a contact under a number of potentials that they are associated with. I often have a number of potentials for
Adding e-mail to Zoho
When trying to add an e-mail to a contact I get the error message 'error while adding e-mail'. This happens whether I have opened Zoho from outlook or the browser, or adding to contact,lead or potential. Can you help please?
possible client in the budget
Hello, How can I have a field of possible client in the budget, such a s those ones of clinet itself, contact and opportunity where you can get them form a button besides? Thx,
Link one Account to many Accounts
Hi all, is it possible to link one Account to one or more Accounts - eventually by using a custom field? Thank you!
how to i include a contact name on a case?
It is probably very easy, but would like to include contact names when I case. The process is that allow the agent to look-up the contact to see if they exists. If not, then allow them to add the contact.
what can I do with Zoho crm? can I use it to...
Can I use it to display my inventory of products that I have in my products catalog? if so, how? Can I use it for advertising rental deals? if so, how? (each product (publisher website) would be for rent, some properties can be rented out to more than 1 person at a time, rental periods vary from 1 month to 6 months or even 1 year. Ideally I would love to be able to list all my inventory in the products and display them externally so people may browse them, is this possible?
Problems with using "lookup fields" and custom "lookup fields"
Dear Zoho team, I wold like to use various lookup fields to refer to different types of customers within the contact module, however I do not get it running. Everthing works fine until I really want to use it, because the button to modify the field within a contact does not appear when sliding with the mouse over it. First, I just wanted to use the module vendor, which is pre-defined as a lookup field in the module contact. Then, I tried the same - just using customers instead of vendors - and
ZOHO Mail in CRM question...
Hi All, Just about to sign up to Zoho but wanted to better understand functionality of Zoho Mail within CRM... Specifically, we have just purchased a new domain which will be the name for our emails. What we'd like is for email to be IMAP so that any email we send to or receive from a contact of lead within CRM, whether it be from our iPhone, Mac Mail or Zoho CRM, that the email will be logged under the appropriate lead/account automatically. What we are looking to achieve is a transparent logging
Mobile Search City
My employees are out in the field and need to be able to search our accounts and lead by their mailing address or city if possible. Currently all I can search by is the account or lead name. This works from the desktop but not on mobile. I find the product very useful and this would be a major feature for us to update to if it will work some how. Thanks for your help.
1. Email will not be sent as you have exceeded the daily limit.
Is there a way to unblock the limit. We need to be able to send out to all of our contacts at once which exceeds the 250 limit. Thanks, Mary
Why can't I put notes into my Call log as before?
I tried logging a call today, I clicked on log a call and new pop up appeared. Considering I used this system yesterday a pop up menu didn't show up. I filled in details but when I went to try to edit log a call to put notes in it keeps saying, cannot be processed, and I need to add a new task instead of just clicking save and create new task like before. Please can someone tell me how to put notes in Description box.
closing the account
Dear, I would like to close my account as I don't need the Zoho CRM anymore. When doing this, the following warning appears: Downgrade all Zoho Service's paid subscription before closing your Zoho account to stop further payments I have looked for but haven't found, how to downgrade it. Could you please help me and close the account? Best regards, Vincent
Using the website contact form in Joomla
I'm just getting started with Zoho CRM and have the Free Edition. I setup an email form (web-to-contact) in the Zoho Website Integration section. I checked to make sure it has the https:// when the form was generated. I copied the code into a Joomla article. In testing the form on the Joomla page, it appears that when I select "Save" (which should be "Send") that it just hangs at the following URL https://crm.zoho.com/crm/WebToContactForm. It doesn't point the sender to the correct URL and it also
Send data from joomla to zoho crm from API with php -> tutorial?
Hi, im using joomla and would like to send contact form data to Zoho crm. I am stuck. would you have an example how to send the stream and insert a record ? Thanks in advance. VIjay Gupta
Outlook Plugin 2007
Hi, I did installed outlook plugin successfully. But Zoho CRM toolbar is not appearing anywhere. Please help. Thanks.
budget number
Hello, My problem is that when I export a budget to pdf, I don't want to have the zoho's number of budget, but another one that I created, but I can't to see it on the pdf. Thx,
Web to lead form not submitting
Hello, I have added the web 2 lead form as a test to our server: http://localseoexperts.ca/new-lead.php When form data is submitted, it do not show up in my leads area, I have not made any edits to the code (page above contains 100% provided by crm ) I appreciate any assistance. Thanks
budget number
hello, someone know how to change the budget number?
Calendar in CRM - week starting on a Monday rather than Sunday?
Hi The CRM calendar week view currently has Day 1 as a Sunday. Is there any way of making Day 1 a Monday? Or having a 5-day working week view? I am using the free version at the moment. Rgds CK
Sending emails
Hi, This is going to sound quite silly and I am sure the answer is quite obvious. I have gone through the process of setting up email templates, but no where does it actually tell you HOW to send the email to the selected recipients. Should there not be a button someplace saying "send now"? Or am I missing something? Do I need the outlook integration module to make it work? or is it part of campaihn management. There is nothing in the help manual, even if it was to say that i needed to upgrade or
Two Things Zoho CRM Could Really Use
1. There needs to be a "double arrow" button when browsing through sales orders. estimates, invoices so that if there are more than 60 records, you don't have to filter through the results 10 at a time. 2. Estimates should have an e-signature module added to them so orders can be confirmed more effectively.
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