Webform to Lead Updates
Hi there! We have recently updated our Leads layout and now want to switch the webform we set up on our website to dump the new leads into the new layout. I've updated the webform to pull information from the updated layout, completed the webform, and used the 'source' code to embed into my website. However, leads keep populating in the 'standard' layout we are trying to move away from. Is there a way to troubleshoot this? Thanks!
Logging an activity without sending a e-mail
I'm taking a look at Zoho. If i log an activity and add contacts to it Zoho will send all the contact a e-mail. Zoho ask me if i want to send an e-mail Even when i hit the No button Zoho is bordering my clients. What I’m I doing wrong? In 99% of the cases I don’t want to send an e-mail to my clients but simply want to log an activity. A report of a meeting or a call. I want to add the people who are involved to the case. So I can see who were presented at a meeting. But I don’t want to send them
How do I search for objects for which a certain field is empty? (Zoho CRM API)
Hi, I'm trying to use the "searchRecords" method of Zoho CRM API. I see that it supports operators like "AND" and "OR". But how do I search for objects for which a certain field is empty? Couldn't find anything like NOTEMPTY() operator in the docs. Thanks in advance!
Email alerts! not coming to my outlook email-all of a sudden
why am i not receiving my email alerts!!!!!!!!!!!!!!!!!!!!! i set the call for a follow-up and they are not coming in to my email on the day specified- it has worked like clockwork for years.......using outlook need this fixed asap!
How can I change the fonts for the section titles in a CRM module
I can't find a way to change the section titles in a CRM module. I have a lot of fields in my Accounts module, and it is hard to read due to the section titles not being distinct enough. Does anyone have a way to make this change?
anyone use calendy or similar app
anyone use an app that allows prospects to schedule a meeting with me? Or just bite the bullet and pay for yet another saas -calendy to stay current.
Contact not associated when creating an event
Hello, When I create a new event from within a task using the right panel, the task's contact is not automatically associated to the event and I have to select the contact again in the event popup. When I add a new call or a new task it works fine and the contact is associated whith the new recored, but not when adding an event. Did anybody have the same issue and found a work-around ? Thanks for your help, Didier
Account disabled
Hi, I am using the Free edition of Zoho CRM. When trying to login I got message that the account has been disabled. Is my data still there? Can I access it again? Sorry! Your account has been disabled. Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
emails that are not kept private in a multi-user environment
In a multi-user Zoho environment, I share the Accounts with all users. Although all privacy settings are set correctly, I have found that when I send an email to an Account, via the CRM, that the emails are visible to other users. Zoho's customer support's response was to send those emails via another email provider, such as Zoho mail. It would be much easier to simply click on the "Send Email" button on the contacts detail record, but I can live with it. The major problem is when I send an
Sync Products present in Zoho CRM to Zoho Subscriptions
Hi, We need assistance in Syncing Products listed in Zoho CRM with Zoho Subscription, so that we do not have to recreate Products in Zoho Subscriptions as the Products have already have been created in Zoho CRM
Google Calendar Sync
We are a law firm and we use the "Cases" tab to organize our cases. Within that tab, we add Activities to the calendar. When I add a new activity, everything syncs to the zoho calendar and then to the google calendar that it synced to it. However, if I edit the date of an event, it won't move it on my google calendar. I spent a long time on the phone with zoho, and they eventually couldn't figure it out and told me to contact google because there was an error in google's back end. I have no
Workflow that closes an event
Hi, I need to do this: · Create a workflow that allows you to close the event once the event capacity has been reached. For this logic you have to take into account the following: o Create a helper class called “EventHelper”. This helper class will have a method called “ChangeEventStatus”. o Create a custom activity that will allow you to implement all the logic. This custom activity has to reference the “EventHelper” class to use the “ChangeEventStatus” method. o You have to install
chat and feed questions
The "chat" at the bottom right of ZOHO CRM - is that supposed to be internal among users or is it supposed to be some sort of external? We are experimenting with how to communicate internally. :) also if i use @name to tag someone in the feed or a comment, is there anyway to get a notification in zoho or just an email? Thanks, Heather
Rate Clients (Accounts)
It would be great if there was a way we could rate our clients in the CRM for internal purposes! I.e. Star ratings or smilies - similar to how you rate feedback after chatting with us Companies like Uber have adopted this kind of technique. It just helps users gauge how reliable a client is / how good the experience has been in the past :)
Cant Hidden Field in Contacts View
Hello, i have created 10 custom fields, but now i dont want to show 1 of them, in the past i drag and drop the custom field to left columms to "Fields hidden" but now i drag and drop and dont happens nothing. How can i hidden a custom fields now ? Sorry for my English
Working uploadFile example anywhere
Hi everyone, I saw a lot of posts concerning the uploadFile method for the Zoho CRM API, all of them saying it doesn't work quite well. Now I can't believe that this would in fact be broken since all those years (some posts dated back from 3 years ago). Does anyone has a working example of how to use the uploadFile method ? Preferably, it would be in C# since this is the language I'm coding in, but anything that is working would help me with this. Thanks in advance, Bruno
Appointments and sheduling
I thinks that many people would agree that making appointments within the CRM module is pretty horrible. With multiple engineers on the road it is a night mare. If you use seperate accounts for them then you can not on a mobile device look at all appointments for the day. Also finding the next available appointment by location does not seem possible.In fact the location field is next to useless as it cannot grab info from the connected contact. I appreciate zoho might not get the service engineer
Add custom fields to users
We are coming front Salesforce where it can be done. We have around 5 custom fields in users standard module like when the user comes back from vacations to get leads again.
Pricing Problem
Hello Everyone! I am not understanding the pricing procedure of ZOHO CRM. I want to buy a portal! and then i will add 15 employees in Zoho Desk , 15 in Zoho Projects , 5 in Social Media , 2 in Survey, 2 in SalesIQ.... Please Tell Me How much it will Cost Will Appreciate Your Response Regards, Tom Cook
How to start a blueprint only from the first stage. #16
Hello everyone, It’s Hack Wednesday and I’m going to share a simple hack around Blueprint. Blueprint ensures that your sales team follows a standard set of processes without bypassing any processes in between. Let us consider a sales process with eight Lead Status - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert lead and Lost Lead. A Blueprint is created with these lead status as States and the successive stages as transition. This ensures
Duplicates
Is there any function to quickly and easily find and remove duplicates. We now have over 3000 people on our database and a number of duplicates. Also the search function doesn't still work propertly sometimes, ie doesn't find names we know are on the database. Thanks bercap
unread leads default view
How does zoho crm determine if a lead record has been read or not ? More specifically,what fields are used to determine this ?
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Marketing Automation book recommendation
Hello I might be a bit of a dinosaur but I wanted to ask whether anyone had any recommendations for a book on the theories and practices behind marketing automation? I have found various that look good, on Amazon, but I'm keen to try to find one that takes GDPR into account. Any recommendations? best wishes and thanks Helen
Adding text to a product on a quote
When I create a quote, I can type in the row below the product name. Can I print/export this out on the quote?
Territory permissions by User
Hi, I got a problem that I would like to present you. You might probably help me on that matter. Please take a look at the image below Edit Territory. The territory manager is Jeremy Cohen. Pascal da Costa has a Read/Write/Delete Permission on this territory. My question is, how can I can a third User on that territory with only a Read Only Permission? I thank you in advance for your help. Best regards, Pascal
Mobile apps don't integrate properly with website
Zoho CRM doesn't correctly sync with the mobile apps. Examples of errors as follows: Leads App: Compulsory fields aren't all showing as compulsory i.e. on the web version phone number and email are compulsory, on the app version only 'company' is compulsory and all other fields can be deleted or ignored Leads App: App doesn't pick up existing clients causing duplication. If a client already exists in the CRM, should the app not go 'this isn't a lead, the client exists'? CRM App: Salutation isn't
Vozy and ZOHO integration
Dear all, I like to share a new announcement with you. But first I have to explain what Vozy is: A business communication platform to work in unison, stay connected and grow productivity. Recently our programmers had launched our ZOHO integration which it will allow our customers to sync client calls and records in their Zoho CRM. Thanks so much! Virtual PBX Solutions
Hidden reminder notes within a formula fields on a custom module, it this possible?
Hi, I’m creating a custom module in CRM and I’m taking a costing app I’ve built in Excel and adding it to the custom module. I need to involve a complex formula to create a costing and I’d like to add reminder notes to it that the formula does not read (like the /// coding notes /// in html), how do I do this? Thanks for your help! Dan
Is Zoho CRM still open source
Hello, Is Zoho CRM still open source project? I remember Zoho having open source software but from first appearance that doesn't appear the case any longer.
Get all unique records from the last hour from Potentials
Hi! How can I get all unique records from the last hour from Potentials? I try url=https://crm.zoho.com/crm/private/json/Potentials/getRecords?newFormat=1&authtoken=".$token."&scope=crmapi&lastModifiedTime=".date('Y-m-d H:00:00'). But I have only 20 (or 200, if I add params "&fromIndex=1&toIndex=200" to request).
Attaching Files using the API
We would like to be able to send/attach files to a lead's record in the CRM, but we have come across this error message, can someone please review this plus our sample code attached, and guide us in the right direction? many thanks 4424Unable to process your request. Please verify whether you have provided proper file.
Import Notes from another CRM
Hi there, I am in the process of importing data for my client into zoho crm. My query is there any way i can import "notes" under contact in zoho. My clients pervious CRM had notes per contact and multiple notes. Please kindly advise how i can do this in via nass upload or any other functionality. thanks
Activity Reminders
I seem to be having problems getting Activity reminders. I have recently set an account for a New Company and the little Alarm clock isn't present. I have set reminders on activity but these haven't triggered. I have looked at settings in the calender and they set for reminders. At a bit of a loss. Anyone else having problems?
Zoho create app is not showing in report drop down in Zoho crm
Hi , I have created a Zoho creator app, and import it in the Zoho CRM, everything works fine, but when I am trying to get Zoho report under Reports menu, my app name is not displaying in the dropdown list. See screenshot where I need my app name to be listed. Can you please guide me here.
how to integrate Zoho crm with our website contact us Form
hello guys, i have some issue with integration of php websites Contact us Form Please help me
REST API Get Users Parameter Confusion
I'm using the new REST API which uses OAuth2.0 tokens. Now I want to get the user whose token I'm using to make the API requests. In the documentation for the REST Users API ( https://www.zoho.com/crm/help/api/v2/#Users-APIs ) there's a request parameter called CurrentUser. It's description says "To get the list of current CRM users". I'm confused. Does the CurrentUser parameter return just one user (the current one) or multiple users (as its description says)? Should I maybe be using another parameter?
How can I create a filter for today and overdue activities?
I want to create a filter when I can see all the activities for today and overdue. But for activities I mean, calls, visits, task, send a email. Because if I used the filters that come by default someties I see that I don´t have more to do, when I'm forgeting someting and for me changing to one filter or another is a wast time. Thankyou for your help.
SSL certificate problem
can I test CRM API from local server? SSL certificate problem: unable to get local issuer certificate - got this error when I tried
How do I setup a related contact lead with the task api.
I am creating tasks via the api. I can send Description, Task Owner,Subject,Status. How do I send a client/lead/contact. What is the field name and what is the value Do I send an email a userID or what. I want to attach a client to the task. thanks for you help
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