Field Mapping for converting Potentials to Quotes
Hi, I'd like to suggest the ability to map fields from Potentials to Quotes similar to the way we can map fields from Lead to Contact or Quote to Sales order, etc. We have many custom fields for Potentials that go directly onto our Quotes. Since Quotes are related to Potentials and you can generate a Quote directly from the Potential it would be great to be able to map the necessary fields instead of having to re-enter them. Cheers, Jim
Tip #5: Discover significant sales insights instantly using advanced filters
The Advanced filters in Zoho CRM are a great avenue for you to dig deep into your CRM to discover important sales insights in no time. Consider the following scenarios: Over the last six months, your CRM has accumulated a great number of leads. You have followed up with most of them but there could be a big deal hidden somewhere amidst the leads that did not respond the first time around. If only you could pull up such idle leads quickly and follow-up again. You have a handful of deals that are
Mailtemplate with attachment becomes plain text on mobile device so images are replaced by text
I created an emailtemplate, with our logo and social media buttons as clickable images. The template also has an attachment. When I send this template the mail looks good in outlook. But on my iPhone 6 it is shown as plain text, so the clickable logo and social media buttons are replaced by hyperlink-text. When I send the same template without the attachment the mail also looks good on my iphone. (How) can I send an emailtemplate with attachment that will not be shown as plain text on mobile devices?
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
PROBLEM SENDING MAIL
Hello i am trying sending email from CRM and i have this problem, and the program dont send me nothing only the message. ¿what can i do? Thanks "could not convert socket to tls ;javax.net.ssl.sslhandshakeexception: sun.security.validator.validatorexception: pkix path building failed: sun.security.provider.certpath.suncertpathbuilderexception: unable to find valid certification path to requested target"
Pop-up linked to a product.
I'd like to be able to create a pop-up or series of pop-ups that link to a product. So that when a product is added to an account then for example, three months later a pop-up will remind account manager to contact the account. Our products require periodical check-ins with accounts so I need to be able to do this. Is there a way?
Display Alert/Limit Ability to Create Tasks based on a "Task Type" Value and Setting to Recurring
Hi Zoho, We have a situation where we want to allow users to create recurring tasks ONLY when the Task Type matches certain values. One solution would be to display an alert to users if the Task Type does not match the criteria (starts with "V") and they want to create a Recurring task. But I see that that Alerts are more email notifications than they are alerts that get displayed to users. The other would prevent them from being able to save if they selected "Yes" for recurring and the Task Type
Different fonts in product descriptions
I need to be able to use different fonts and a small picture in the description of products using CRM and the quote template, where we make the changes in the descriptions of the products and everything is there when we choose to quote that product. HELP PLEASE !
Design Issues - Why do much useless space.
Why is there so much space in between everything on the contacts and accounts screens? Why does the label have to be the same size font as the data? It just makes it a very confusing look. If there is no data fell then there is so much empty blank space and looks bad. Everything is the same size text, mailing and shipping addresses are especially terrible. https://gyazo.com/0e0179aac6a7e7d6ff1e37ee4852f8b2 What about consolidating this information in designing it better? https://gyazo.com/995910907fb976646260f87f3a204c7a
Help with Custom Functions Daily Limit
Hello all, I have written a function that will lookup city, state and county based off a zip code entry however I keep running into issues here. I contacted zoho support and they told me that there is no way for them to look up how much of the limit I have used however I noticed we have zoho enterprise edition and should have at least 200 calls. Below is the code I used and I counted the number of errors I had which is 106 records that didn't get updated. I checked the other 94 records and they weren't
Inserting Quote - Valid Until field does not update all other fields insert fine. Checked format is MM/dd/yyyy
Hello, The following inserts a quote perfectly EXCEPT the field "Valid Until" (date) field is not inserting. There are NO ERRORS being thrown by the API. I have tried the DateTime format also. We have other clients where that works fine but again datetime and Date are failing on this field, I have tried as CDATA as well.... I have confirmed from the UI the Spelling of the field as well as the fact it is indeed a date field (type is date)... <Quotes> <row no="1"> <FL val="Subject"><![CDATA[Amanda+Test+Price+Sheet+A]]></FL>
Cant Access Zoho CRM
Hi, I just paid my inscription and after that, I can't accès to zoho CRM. Here's what I see: What sould I do?
Checking API limit via an API call?
Hi, I was wondering is there an API method or call I could use to check how many calls have been made during the day so far? I am looking at implementing a bulk upload script that would run off a cron job and although I’m sure at present we are hardly use our API limit, as time goes on we might find on a daily basis we are close to hitting the limit and I would like to try and stop the script from running in the cron job if the limit is close to being hit. Is this possible? Thanks for any help
Request for Zoho API developer
Greetings. I am currently in need of a developer that can integrate Vaxvacationaccess, American Airlines Vacations, GOGO and World Wild Traveler to API ZOHO CRM. I can be contacted via email or phone at: 410.960.7577 or ladell@royalexpressiontravels.com
Long / Latitude
Hi....i am trying to put within the Lead fields Long / Latitude in the following format, (40.829998, -73.978955) taken from GoogleMaps, and displays: "Please enter a valid Long / Latitude" What kind of format should i have to use, in order Zoho CRM let me input the valid coordinates? Thanks in advance for your help!
iPhone app - device restriction
Using Zoho CRM with the iPhone app. We currently use IP restriction for security purposes. Is there another way to ensure that Zoho CRM iPhone users can only log on using certain corporate devices rather than personal devices? iPhone users will be on different IPs depending on how they are connecting, wifi or mobile data etc.
4 users in license, only 3 active, can't add new user
Seems to be a bug in CRM Plus Admin Panel I deactivated a user so I could add another. I'm not able to add the new user, getting too many users, limit is 4. but only 3 are active presently. Garret D.D.
How to do Zoho CRM mail merge via Microsoft Word to select group of contacts
I'm new to Zoho and starting to discover that maybe its not as flexible as I thought. But I'll ask this hoping I'm just too new and don't understand how things are done. I want to use my CRM data in Zoho to print our letters, labels, envelopes, etc for direct mail. I have a custom field in my contact records that I use to decide who gets what types of mail. I want to use the field to select the contacts to merge. I installed the MS Word Plugin and got that set up fine. I've created a template
Add compaigns list in the process of inserting/updating contact with API?
We have 2 entities: Compaign (Course) and Contact (Participant) Contact can have relation to many Compaigns, i need to know how i can insert multiple compaigns in the process of updating or inserting new Contact entity with ZOHO CRM API?
Contact Name Lookup
When selecting Contact Name Lookup default view is showing Related Contacts and to show All Contacts we have to make this selection. Is it possible (how?) to switch it so by deafault All Contacts are shown?
Its Possible to create flyers templates in Zoho CRM
Hi, Need to create an Flyers template in Zoho. Its possible to create it? If possible means please tell the instructions to do it. Looking forward reply from you. Thanks
Search of notes results
I saw in a demo that the results of a search in notes only bring back the note title and context within the note, but not the client name or project name or company name. Is this customisable? (I'm not using any version yet, but interested in the free version)
CRM to Zoho Books issues
Hi everyone, i really need some help with an issue. We have 1 CRM account which holds all of our client information and potentials for the entire business. We then have a books account with 2 organisations in it. we have setup the integration between crm and books, no problems there. i am aware that there is a 2 way sync on the 1st organization and a 1 way on everything else. We have setup custom fields in the layout page so we can say which one of our organization it relates to, we can create
Merge Potentials
It would be great if we could merge Potentials, just like we can merge contacts, etc.
modify CRM and Desk Integration
Hello Zoho Team, we want to use the Integration of Desk and CRM. Its good that we see the Tickets submitted in the CRM Profile of our Contacts. But if no Contact found, CRM should NOT create a new contact to put in the info about the ticket. How can we handle this issue? Kind regards
Duplicate records in Calander
Hi I keep on getting duplicate records in my ZOHO and Exchange Calendar. When i send out a meeting to all staff then I have a record of the same meeting for all staff.
Moving events on calendar
When I edit and change the date on an event it duplicates itself on the original date it was set. My Zoho CRM calendar is synced to my Gmail calendar and my Gmail calendar does not have this problem.
Zoho CRM - using Lead data for document mail merge
Hi, I figure out how to create a document and import fields from my leads module from zoho CRM. However, the options to preview and finalize the merge are greyed out. I am a CRM "Professional" user. is there something I am missing. thanks chris
Build Central Integration
Hello, We work with a construction data company. The company provides us with mass amounts of data for projects and leads that we import into Zoho based on certain criteria. I know they are working through a Salesforce integration currently so I am sure the process would not be overly difficult. I hope this is the appropriate area to post this idea, but just wanted to ask Zoho to include this as a roadmap possibility in the future. Thank you
Case creation error question
Hello, I have a question about the case creation rule. We have internal users who have CRM support issues, and we wasnt to manage that in CRM through Cases. I have a workflow setup to create cases from the support queue, and send an automatic reply. Internal users may or may not be users in CRM(New hires etc.). I want a case created and the reply mail sent to everyone who sends a mail to the support mail account. I am having trouble selecting the the contact/user record to send the mail to as some
Horizontal scroll on task details page
Hello Zoho CRM team, I noticed a minor bug in the layout of task details page. It's minor, but I think in such great product there should not be such bugs. Browser and OS: Ubuntu 14.04, Chrome 56 Steps to reproduce: 1. Open Activities page 2. Select any Task and open Task details page You will see the horizontal scroll in the browser. Possible solution: crmcontemporary.css, selector .tb_newmenu - remove padding-left. I'm including the screenshot, hope it helps.
Sync not working Zoho CRM plug-in with Outlook 2010
I have Outlook 2010 64 bits, I installed succesfully the Outlook plugin, the problem is that when I add the contacts folder and I try to sync with the CRM nothing happens, and when I try to synch again Outlook asks me to choose again the folder. Maybe the problem is some pre-requisite. Thx.
Best way to associate products with a custom module
I'm getting us up and running for the first time with Zoho. It'll be used to help manage a photography business. I've setup Deals (renamed to Opportunities) and have a couple different layouts -- one for a Photo License and one for a Photography Channel (a deal with a distributor such as a Gallery). I also created a custom module called Photo License, with extensive custom fields that will help me keep track of the huge number of details applicable to each license a customer buys from me. I configured
Is there a way to tap mail-merge print event?
Is there a way to tap mail-merge print event? Need to trigger a workflow rule whenever a mail-merge action is completed. Any help would be highly appreciated.
When I customize business card as an admin, does that do it for all users?
Just wondering if that only does it for myself, or if customizing that changes it for all standard users as well? Side note, I really wish we could set the theme and colours for users and lock it so they can't change it. I like having us all the same colour but hate when I go to an employee's desk and shes changed it to pink!
Viewing Layouts
Hi . I can see how to create multiple layouts in CRM (say accounts) but i would like the ability to switch between them easily (i have them enabled for my profile) can you you give me the clue where to do this? Kevin
Ability to add names to URL attachments
When adding attachments to an URL Link (Google Doc for example), ZOHO CRM is not fetching the actual name of the file so it'd be really helpful to add a custom name to the attachment.
Getting an API auth token from Zoho CRM with two factor authentication enabled
Hi I am writing an integration with the Zoho API and I am using two factor authentication. So far as what I have understood from the documentation is that to get an Auth token I have to call this URL with the respective fields filled in: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] So my first question is: How is that secure in any way? The user's Email and Password/Application specific password
Error message when trying to link to WordPress
I get the following error when I try to connect Woocommerce & Zoho CRM. An error occurred while attempting to connect your Zoho CRM account. Please ensure that your email/username and password is correct.
Which real estate CRM is best for agents?
Looking for Real Estate CRM Software? Bhavesh K SoftwareSuggest
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