2 Lookup fields in one module
Hello--I am attempting to link 2 lookup fields in one module to 2 different other modules in Zoho. This is because I have information that draws from 2 different modules, that I would like to show up in one location. I was able to successfully link the data under the accounts information, but the contact information is not properly linking. Any suggestions? Thanks
"In the last..." filter not working as expected
I'd expect it to include the current day. For example, I would expect "In the last 2 days" to include today. But it doesn't. I did a support chat a while back on this issue and got the "working as intended" answer. Since another of my users just complained about it, I thought I'd bring it up again - this time publicly - in hopes of gathering support. I can't imagine a scenario where I would want "in the last 2 days" or "in the last week" to not include the current day.
Use RingCentral Integration in Blueprint
Anybody have any luck creating a function to make a call via the RingCentral integration within a blueprint? i.e. Trying to configure a call to go out to the main phone number in a lead, in the "after" section of a transition. Appreciate any advice!
Problem sending WebToLead Form per cURL
Hi, till 1 or 2 months ago, I was sending a WebToLead Form on a Website to an intermediate PHP Script to intercept the data and use it for other means first and then send it to Zoho per cURL. And it was working fine. Then it stopped working, I was receiving a 302 Status Code and Zoho was redirecting the request from https://crm.zoho.com/crm/WebToLeadForm to http://www.zoho.com Strange enough, on my local server exactly the same code is working and on the live server not, so I guess there is a new
Workflow with Custom function not triggering after API call
Dear, I have implemented a round robin custom function in our ZOHO Crm. When triggering this manually the process is perfectly working, also when adding a lead through the CRM web interfact the workflow rules are followed. On our website Stardekk.com, we have a contact form that submits the form through api call and adds a lead. Allthough we have set "wfTrigger = true" in this call, it seems that the workflow is not triggered as the custom function is not triggered (and the email confirming it not
Fills in a Field value based on another Field (within the same module)
Hello, I'm using Webforms to populate my CRM. Customers choose their country from a drop-down list. Once it is in my CRM, I'd like to update a field named 'Region' based on the customer's country of origin. For example, all European countries should be in the Region 'Europe'. That's the first step. Then in some countries (Canada and USA), I also want the region to be based on the state. Any tips about where I should start? Thanks, Benoit
Delete Super Admin account in Zoho CRM
Hi, I am a super admin for my org and one of the user in my org has ended up with a CRM account in which he is the Super Admin. I am unable to add him to our organizations CRM beacuse of this. Kindly suggest how to delete the CRM account without delete the complete account. I checked the forums but it seems the response are outdated as some option in your interface have changed. Cannot close account as I am the super admin for the email account. https://help.zoho.com/portal/en/community/topic/deleting-the-super-admin-account-in-zoho-crm-switching-super-admins-22-2-2016
Multiple line items consolidate into one
Hello--I am creating a customized Quotes module to accomodate uploading Quotes for various Accounts (all of which we already have uploaded into Zoho). There are multiple line items (part #s), that make up 1 quote. I'm wondering how to set up both the Accounts module and the Quotes module, such that when I import an excel file into the Quotes module, and that excel file has multiple part #s attached to one account name, each of those part #s that are part of Quotes, also (and its respective price),
Input and output disabled
Olá, minha conta está desativada e não posso mudar isso. Pode me ajudar?
Problems with Sync
Dear Support, I am trying to set up a Sync between my Zoho CRM and Zoho Campaigns. Whenever I try to save the settings with the ZSC key I get a message saying: An account with this email address has already been created in your org. Please contact your org administrator for access privileges. I have seen on the forums that you have been able to sort this out for other users. Please can you help? Many Thanks
Why is the BCC Dropbox "search pattern" not an org-wide setting?
I'm curious why it's not an admin setting that I can set for my org? Rather, it's left to individual users which can cause problems. (I noticed a bunch of new contacts which shouldn't have been there. I originally thought it to be a policy issue with my team. It took a while to determine where they were coming from.)
Zoho CRM and PM in Office 365
Hello, our organisation would like to use Zoho CRM and PM features combined. Our staff is generally not IT savvy and I wanted to know, whether anyone has integrated Zoho CRM successfully and how it is running? Can I used Office 365 Desktop (Outlook) normally and CRM does it's thing or does is take a lot of administrative effort? What CRM functions are fully supported? There was a thread from a year ago I have read. I just wanted to make sure this is still the most updated information. Any other info
Cant access to CRM subscription managing being superuser
Hi, Im the superuser of my account and can't manage my CRM subscription. It says I have no perms to access. Regards
Api integration into website
Hello, I have a website on which i added a zoho form. I want that if anyone get subscribed to zoho through that form, he should be registered for website as well after submitting that form. I think that will be possible with the help of API. Please help me to integrate API into my website. And you have any other suggestion for this then please let us know. Thanks
Unable to delete modules
Hello, I would like to delete modules in the user settings that are not of importance to our company anymore, and we would like to start fresh, however Zoho is not letting me do so. What is the reason for this and what can be done to resolve it? Thanks, Deanna
Account Inactive -- URGENT
Our account has been deactivated and we've tried reaching out to customer service via email and phone calls. We even contacted our account manager Matt Lackey. He said they are working on it, customer service put us on hold for 15 min on the phone and said they'd have to call us back. Nobody answers the support emails. Please at least let us know what kind of ETA we will have until access is restored or tell us something/anything at all. It's been almost 5 days!!! our account is registered under
Mass Email to Contacts based on Account level field criteria
When targeting contacts for a mass email, I'd like to be able to select contacts for a mass email but using criteria that is at the account level, such as Industry or Territory for example. Can this be done without replicating those fields down to the contact level?
PhoneBridge RingCentral - call start time
Hi, We just got PhoneBridge set up last thursday and I have a problem - my call start times are all an hour off. The phone rang a minute ago which was just before 5pm Eastern. RingCentral's call log is showing 4:57pm and zoho is showing 3:57pm. I've double checked everywhere I know to check time zones and they are all set to Eastern. Why is it saving them with a different time?
New Gmail plugin
The New plugin looks very good, but there is one challenge, when I open an email that I sent to a customer, I would like to view their information and not my own. I would suggest that if the email is from my self (email address can be listed) instead use the FIRST receiver in the email... I also noticed then I use threads, that the plugin did not refresh, when I marked different emails in the treads, and it was hard to get the right contact. Mostly it shows my own contact details.
Convert lead loses email history
Hi, After converting a lead to account/contact, I lost all the email histories related to that lead. Is this intentional or am I missing something here?
Calls "related" box
I wish this was editable on incoming calls. We just got our ring central integrated with our crm and it is so awesome, but it would be great if we could then edit the "related" field. We are using it for real estate so we get calls from other agents asking about a property and we have a custom module for our listings so it would be great if i could attach that incoming call to that item in the custom module.
Searching in Custom Module
I've created a custom module that contains the following fields: Created Time DateTime Last Activity Time DateTime Modified Time DateTime SIC Code Single Line SIC Code Owner Lookup SIC Name Single Line (Unique) When I access this module from the lookup field in the Leads module that I created it only allows me to search based on SIC Code. Is there any way to make it search also based on SIC Name?
Unable to import deals
Hi I've been trying to import a CSV file of deals into Zoho CRM. So far the account and contact imports have been working fine. Every time I try to import the 85 records I get an error message as below. Here is the link to 1 line of the sample data. What is wrong? Is it the date format? I have already tried format it to mm/dd/yyyy and have tried imports from CSV as well as .xls formats. Sample File can be found at: https://www.dropbox.com/s/kk1ghael2lp0ggy/Screenshot%202017-08-11%2017.20.03.png?dl=0
Duplicate records within Converted Leads
As per your recent announcement of this new functionality & upon setting it on my side, my Leads are suddenly duplicated even though the 'email' is set as unique - why? Lastly, it's great to de-deduplicate against converted Leads but you don't provide a way to be notified on those so called 'duplicated' Leads? For example, I might have Leads being inserted in so many different ways by so many different people, how would I know when a new Lead was 'blocked' because it is already a Contact?
How can i show lookup field id
How can i show lookup field id using formula , custom function or any other method
IMAP vs. BCC
I'm curious to hear others' perspectives on whether they BCC Zoho or sync via IMAP. We currently BCC because we want to permanently retain emails with contacts. We find them invaluable for new hires and just keeping a "history" that we can't necessarily achieve with notes. The downside of course being we can't take advantage of tools such as SalesInbox. Ideal situation would be IMAP sync with a way to retain emails permanently with their respective leads/contacts.
Zoho Microsoft Plug-In 2016
Hello, I try to install the Outlook Plugin for Outlook 2016 (Microsoft 365), every time I try to install it, it says file needs to be repaired! Any solution/experience? Thanks, Manuel
New Module
Hello! We want to implement a new module to link it with Account, Contacts and leads. The problem we see is that it is only possible to relate a single account (or contact or lead) with a single record of this new module. We need a Master - Detail type structure. Can this be done without a custom development? Thank you
Workflow Emails
Hi Are you able to link a workflow email to the Record it is associated with if the workflows are being sent to Users? For example, I want to set a workflow that when a task is overdue it sends them an email that that particular task is overdue or if a Lead has not been actioned, they will get an email to advise the Lead has not been actioned and gives a link to that lead? Thanks Tash
Custom related List
I am trying to create a custom related list for contacts on the accounts module. Instead of showing one contact list under the accounts module I would like to show two. One would be active contacts and the other inactive. I have a custom field on each contact which is checked if active and unchecked if they are not. Is there a way to create a custom related list based off the contacts module? Rough outline: Active Contacts Contact Name Phone Email State Joe Cool 888-888-8888 joe@email.com VA
Can I import customer data from Zoho Invoice to Zoho CRM?
I have been using zoho invoice for a couple of years and have built up my client list here. I am now giving Zoho CRM a shot and am hoping I can get a lot of my already established data (financial trading records) over to zoho crm? Can anyone tell me if this is possible and how can I do it?
creating a new deal during lead conversion circumvents layout rules
When choosing to "create a new deal for this account" during lead conversion, it is circumventing my layout rules and displaying all the hidden fields (many of which are required). This is problematic as certain fields are not applicable to those deals. Can we get a fix asap please?
Standard views in searchs of CRM
Hello, I want that all users of CRM to have the same view when they make a search in CRM, with same modules, same fields and same order of fields. Is this possible? Best regards, Unai Mata
Ability to use more than one email signature
It would be advantageous when we are in daily communication with several clients and prospects, and we want to use the signature of the mail as a space of general communication and publicity. For example: 1 - "For the months of August - September, you have a 10% discount buying any new service" 2 - "We remind you that we change our phone numbers, the new numbers are 12345". 3 - "Coupon of the month for your next order is : AAABBB - 5% discount" In zoho mail I can have more than one signature and
How can i use email address as a lookup value?
I'm trying to link my order data to contacts via lookup fields but currently I understand that the only lookup option is using the Contact Name. Since this is not at all unique, I would like to instead use the contact email address. Ex. our order record would contain the contact email address and should lookup to the contact email address field to connect the 2 modules. How can I do this? Please help!
Conversion Report
Hi Everyone, I've been struggling to make a report in Zoho to show the % of order conversions. I need a report that will show what % of deals are at a certain stage per month against the total number of new deals created that month. We don't use Invoices or Sales Orders Thank you!
HTML Emails out of Person's record
Hi there, since I started using Zoho CRM I was able to send HTML Emails out of people's records. I copied my HTML code in the email window, even if the code was long (more than 100.000 characters), pressed Sent and all was fine. I've sent hundreds of emails like this...up until recently. For some time now, when I do the same I've done for weeks, I get an error message, telling me that the line is too long. See attached screen grab on this error message. Obviously something has changed? Is sending
Automatic mail via Crm when Project task closed
Hello, I'd like to know if it's possible to create an automation like this: when a "A" task is closed in Project, send the "A" model template via Crm when a "B" task is closed in Project, send the "B" model template via Crm. Any suggestions? Thank you.
Mass merge duplicate leads
I have over 1400 duplicate leads even though I have tried the "skip" and "update" selections against the company name when uploading new leads. I've have already manually merged over 1,000. There has to be an easier way since Zoho isn't skipping or updating correctly when uploading .
How do you merge duplicate potentials
For some reason we have a number of duplicate Potentials, contacts and accounts. Is there a way to merge these to remove the duplicate?
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