Zoho CRM using Twilio SMS extension - never got the webhook email anyone know where it is located?
Twilio SMS extension - never got the web hook email anyone know where it is located?
Emails Suddenly Vanished from sales inbox
Hi I recently joined Zoho loving it. My Sales Inbox was working fine then one day my sales inbox is empty all emails gone? However, my Zoho mail is working? Any suggestions
Target Account Selling in Zoho CRM ?
Hello, Has anyone implemented TAS methodology in ZOHO CRM ? I'am just about to take a decision to buy ZOHO CRM for my organisation, but have doubts how to incorporate TAS into CRM. Would be useful if someone recommend it or no. Thank you Joanna
Sale Funnels
Does Zoho CRM have the ability to have sale funnels to integrate with web lead generation pages?
Where do I find the API error messages?
We use a function.php script to connect the download form of our website to Zoho CRM. When a visitor submits their contact information on the download form, an email is sent to us and the data is inserted into Zoho automatically using the InsertRecords API method. This function.php script was written by a freelance developer. The script has been working fine for us. However, once in a while, we will have leads that don't get inserted into ZohoCRM. I am trying to troubleshoot this issue with limited
E-Mail Templates Blank
We have a number of e-mail templates created in CRM. Today, when we go to send an e-mail and choose a template, the subject line and attachment load, but the body portion of the e-mail is blank. When I go into settings to edit templates, every single template has a blank preview. We use the templates numerous times daily, so this issue just started today.
Smart schedular
Still unsaitisfied with event management in crm so I have seen the smart schedular intergration. Has anyone tried it. They say they have an app but I am unable to see it on the App Store. The free trial asks for zoho login, password and key. I am looking for advice before we potentially open our database up.
Alta usuario
Buenas tardes, le di de alta a un usuario pero no se de que manera enlazarlo a mi CRM, para que pueda compartir los datos de la empresa. Su usuario aparece totalmente vacio. Necesitaría que me expliquen de que manera lo enlazo. Saludos Cecilia
Getting Related Lists for Custom Modules
I have a custom module (CustomModule1) 'Presentations'. All of my 'Leads' have a lookup field that allows them to be tied to a given 'Presentation'. So the items from the 'Leads' module populate a related list 'Attendees' in the 'Presentations' module. I'm trying to make an API call to get a list of 'Attendees' for a given 'Presentation' ID, and I'm struggling. To the best of my knolwedge the call should look like the one below: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?authtoken=<authtoken>&scope=crmapi&id=<PresentationID>&parentModule=CustomModule1
Fields from leads to account
some time ago we created some fields for the leads section, now we want those fields to pass to accounts and / or contacts, but we do not get the option, how can we do it?
Task list view VS Event list view: Full name field doesn't contain salutation
Hi, Full name field doesn't contain salutation in Task list view however in Event list view the same Full name field does it. Can you solve that issue? Thanks
Filtering doesn't work with Event Labels in any saved view!
Hi, I can't filter Events by Label in saved views! Can you solve that? Thanks, Akos
Can't Assign value from list to string variable
Hi there. I have a situation where I create a reference list in Deluge (Note, the list is declared as type string) StatusList = List:String(); StatusList.add(""); StatusList.add("Cold"); StatusList.add("Warm"); StatusList.add("Very Warm"); StatusList.add("Hot");I even declare my variable up front with an empty initialisation OldLoopStatus="";Later in my code I have this: OldLoopStatus = StatusList.Get(LoopIndex); I get this error: Variable 'OldLoopStatus' is already defined of data type 'STRING'
adding a vendor from side pane (in outlook) !
Hi, Adding a person email as a lead or contact from the side pane is great .. but a third option would be nice as well (Vendors) as such communications is a must in every scenario (where you communicate with a customer OR vendor as a sales person). Kindly, let us know if you believe such an idea can/will be implemented .. Thanks
Help writing a formula
I am trying to write an if formula to read deal type. If the deal type is New Business, I want to calculate the commission automatically. I keep getting a syntax error. I currently have the following formula. Anyone know how to write it correctly to calculate? If(${Deals.Type}=='New Business',(${Deals.Amount}*.075),(${Deals.Amount}*'0375)) Thanks for any help!
Contact image - report of contacts that does not have contact image?
Is there a way to get a report in Zoho CRM on what contacts have contact images and which has not?
zoho crm take too much time when inserting data from third party mobile app using zoho api
Our team is using you crm for developing a mobile application. But there is one problem with the data insertion it takes too much time to process. It takes upto 2 to 3 min to fetch the data which was inserted. Please suggest is there any other (faster way) for the process. Because its making the mobile application really slow.
Problem with accessing CRM
I have received the invitation to join CRM from my company admin but get an 'account disabled' message when I put in my email and password. We have tried deleting my account then setting it up again, lots of repeat invitations, change of password, several different laptops, ipad app, going out and using someone else's broadband connection, with no joy. I can access my zoho email but seem destined never to use the CRM - Any advice welcome.
Web form
I have created a web form for my wordpress page, and since it is published we get a lot of boots as leads. In the forms I had before that did not happen, how can I fix it?
Error Exceeded Maximun Allowed Authtokens - MS Outlook
Hi, I had the known issue of exceeded maximum authtokens. I proceeded as explained (go to Zoho Account, delete authtokens so I have only one or two left). Now, when I enter mail and password in MS Zoho connection window, nothing happens. I mean, fields get empty, and I have no feedback. And I can no longer use Outlook, because Zoho is enable to connect... What should I do ? If I unsinstall / reinstall the plugin, will I lost all my synchronization history ? Rgds Jean
How can i add serial number in the Account ?
Hello Team I would like to add one field to the Account and to be able to choose a serial number out of my inventory. Currently, even my CRM is synchronized with Inventory, Please advice
In workflows add when "Create OR Field Update"
Actually in workflows you can pick WHEN Create, Create or Edit, Edit, Field Update or Delete. What about "Create or Field Update"? Must workflows using WHEN = "Field Update" have to be Duplicate to run WHEN = Create. You can use "Create or Edit" and it will run when other fields are edited. It has to be WHEN "Field Update" AND WHEN "Create", so, what about to add "Create or Field Update"?
Home Page - Events View add Contact Phone?
I use a Home Page component, a view that lists my Events scheduled for Today. Is there any way to add the linked contact's Phone # as a column on that view? The only Contact fields I see as options are Contact Name, and Best Time to Contact.
Save received emails to record
I was in chat with support and found out that I cannot do something I'd like to do. I asked if there was a feature request page, but they said just to post here, so here I go... We have CRM setup with IMAP email accounts and I would like all conversations to permanently stay with the record. Emails sent from CRM stay with the record and replies come in through IMAP and if the user cleans their inbox and deletes the message, it also disappears from the record as it is only a link. I would like to
Workflow Rule not able to connect to Module
Hello! I've been trying to create a workflow rule that would link 2 modules together, yet I cannot figure out how to do it. We are trying to write a workflow that will hide fields in the 'Account' module, if the 'Account' module is linked to the 'Product' module, via certain products. An example is: 'Account' field "Product1 Revenue" is hidden if 'Product' "Product1" is selected on the account. I am attaching a screen shot of what the Account looks like. Is there a way to write this workflow? Or
Columns width in CRM deals
Hi there, is it possible to adjust the width of the columns in deals module? Please see the image attached. Thanks!
Standardize "From" Email Address for Email Template Triggered from CRM Form
Hi, I'm setting up an email capture form in Zoho CRM, and need to trigger an email to the user that submits the form. I'd like this email to come from a general mailbox for the company, but am only seeing individual CRM users as options for the "From" email. How can I adjust this? Also, is it possible to have the CRM form trigger an email to send from Zoho Campaigns? Or, does it all need to be built within Zoho CRM? Thanks, Jenny
Relating Accounts to each other
I need to create a RELATED LIST that would allow us to record and display when one Account/Company has a relationship with another Account/Company. Any individual Account/Company may have multiple relationships with other Accounts/Companies and we need these connections to be visible in either Account/Company record. Though I assumed this could be solved by creating a custom module with a lookup to the Account/Company module if/when I add TWO Lookups to the Account module I am forced to create
My open tasks filtering and count
Two questions about the "My open tasks" component on the user homepage. 1) Is it possible to show a total count of the open tasks? 2) Is it possible to filter the tasks based on subject? We have too many subject to create individual views for each, so a filter would be the best way to go if it's possible. Thanks for your help, Hanan
ZOHO CRM locking up
Hello down here in Miami FL area what is going on when I log into ZOHO CRM is freezes and screen says waiting for ZOHO CRM I know 60 degrees is pretty cold for Miami today but you worked in colder weather (LOL) Seriously why is it locking up
Emails
All of a sudden this morning, I can no longer access emails I have sent through Zoho. If I click on an email sent to a Lead, it opens briefly then disappears. I've not changed anything, and I've tried logging in and out, rebooting pC, etc etc - can anyone explain what's going on?
Issue with deal creation during lead conversion
When creating a new deal during lead conversion, it ignores the layout rules of the deals module and displays ALL available fields. This is problematic because certain conditions have required fields, which in this case are ALL displayed. Deal creation during lead conversion should follow the same layout rules as the deals module.
Cant seem to create a new Module
I am trying to create a new module called "competitors" but it says the module already exists. When I manage modules in set-up I cant find a "competitor" module. Am I missing something?
Not able to find 'addMonth' function when creating custom function for buttons
Not able to find 'addMonth' function Hi, I'm getting this error when trying to use the addMonth function when creting a custom function for a button in potentials. Anyone come across this before? Regards Michael Not able to find 'addMonth' function
Contact Owner
We have an very institutionalized BD program which makes the term Contact "OWNER" a major contradiction. Though it is semantics this and some other system fields have names I would prefer to change, but cannot. I am wondering if it isn't possible to then to use a workflow or other tool to have the values from these system fields copied into custom fields thereby allowing me to hide the system field and display the custom field with my preferred naming convention Can someone confirm whether
How to create a custom function button for a custom module that copies address fields
Hi, I have created a custom module called 'Organisations' in lieu of 'Accounts' (given the lack of mass email functionality) and would like to include a custom function that copies the Address Information fields. The address fields in the custom organisation module are billing and shipping (similar to what is in the account module), and ideally (if possible) the function would allow both billing and shipping to be copied over (eg: billing to shipping & shipping to billing). However, if a vice-versa
Zoho Crm get_fields does not return "Custom Lookup_ID" as field
Hey there, I am trying to update the custom lookup field and to do that I am getting all fields in Zoho CRM Module. But I am not getting Custom Lookup_ID as the field. instead of getting Custom Lookup_ID as the field I am getting Custom Lookup as the field.
Imap not syncing all of my emails
Hi Zoho CRM is not syncing all of my Office 365 emails using IMAP. It syncs some of the emails but misses others. How can I get it to refresh all the syncing so that it will discover all of the emails it has missed.
Hierarchy
I want to know if this can be done. I need 3 levels of hierarchy - Parent Company (Progressive) - Child Company (Progressive Florida) -contact (John Smith) - Child Company (Progressive California) -contact (Mike Rogers Basically, I need a Master account record with all of the Sub-account under it, then the contact records under the sub accounts. I want to look up "Progressive" and see all of the Progressives subsidiaries and then the contacts
Non-Client Contact Management
Howdy, folks. I'm a new Zoho user, still evaluating the platform considering jumping over from Agile. We've brought over a core data set for experimentation, but due to the nature of our operations and differences in how Agile and Zoho manage data, I could use some help figuring a few things out. First, a bit about our business. We're in the consumer electronics sector, and focused primarily as a B2B, so our paradigm is NOT on 'deals' (a transnational focus) but on the process of identifying, qualifying
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