Form resetting on Wrong Captcha
Hi there We implemented the Zoho Captcha here http://macmillantrademarks.com.au/ However when it is incorrect the whole form clears which is extremely frustrating How can we set this up not to clear? thanks
LinkedIn syncing
I have recently taken out a subscription to LinkedIn Sales Navigator, and I checked with Zoho Support regarding the timing for the upcoming link with Zoho CRM (this was reported on by Microsoft, who now own LinkedIn). The answer I received from the Zoho support person this week is that this link is the responsibility of Microsoft. The response I got from MS, who refuted Zoho; "I do know that Zoho is currently working to integrate the LinkedIn widget. I'm sorry, but they have not provided us any updates
Stage History related to a Potential - Field Modified By
Dears, Good Morming. I'm using the API to get a "Stage History related to a Potential" as indicated in the link below: To fetch the Stage History related to a Potential https://www.zoho.com/crm/help/api/getrelatedrecords.html But the method don't return de Field "Modified By", the only fields returned are: Amount Stage Probability Expected Revenue Close Date Last Modified Time But, I can use that field in Zoho Report (is available) and extract the report manually. How I can Get That Field through
Deals data (not) loading
Hi. I cannot see any detailed information within the Deals screen because they all show as loading. See image. Need help in solving this.
Update Field from Account to Contact
How can I take the value from a field on the account page and put it in a field on the contact?
Intregration with 3CX
Does anyone know where this is an integration product for ZOHO CRM and 3CX VoIP? Or maybe there is another one I can use I have the 3CX installed and Zoho. Anyone Help
Web to lead Form
I would like to know if it's possible to transfer a file link to an attachment file from Amazon s3 to Zoho CRM. When I open the link in my browser, I see the file download start. But when I send it to Zoho, nothing shows up in the attachment section. However, I am able to upload files directly from my web form and that works fine. I would also like to know if I can specify the file upload source e.g "From Desktop", "Google Docs", "Attachment URL" etc when I am generating a web to lead form. I think
What happen when an email account is deleted from Google Apps after having the IMAP integration?
We have Google Apps. When we connect the email account using IMAP in Zoho CRM, all emails come to the CRM. What happens when an Google Apps account is deleted? Do all email dissapear? is there a way to let these emails in Zoho after the Google Apps account is deleted in Google and the user is deactivated in Zoho CRM?
Closing date from Lead is not passed to Deal
Hello, With a web form i pass a Closing date to Leads, this works, but then when trying to pass to Deals, it doesnt work. In modules (Leads, Contacts and Deals) the field is of the same format. Thank you!
Email sync
I noticed something this morning and I have a question. Do all emails sent from within the CRM get synced to Outlook? I have a need to have everything sync both from outlook and to outlook. Your clarification on this would be most helpful.
Trouble with Modified By using a Custom Button
Hi, I'm using a custom button with a custom function that send some data from quotes to sales orders. The problem is that we have 5 users. If the user 1 executes the button, in the sales order it says that it has been modified by me (the super administrator, who has done the custom button). Is there any way to prevent this from happening and leaving as modified by the user who has executed the button? Regards,
Allow email templates in (public email templates) folder to be editable by all
How do you allow an email template in (Public email templates) to be editable by all in you local area?
Track Leads and Potentials stage evolution
Our aim is to insert new Leads, from a third party application, trough the use of the CRM API. Then the Sales rep do their usual job of qualifying and converting Leads to Potentials and Contacts. I would like to track, still using the CRM API, the evolution of these leads. Because the conversion to Potential is done by Sales reps, I don't see how to retrieve a correspondance between Lead and Potential (ids returned by the API are not the same). I could search by name or email address, but these
Message 360
We are having two issues: We are unable to save sms templates. We get an error message "Unable to save SMS template. Please try again later". Next, we are having trouble with visibility of replies to our text messages. The outbound texts deliver fine, the replies are not visible on the lead contact screen. Please help
Questions about fields for our nonprofit:
Hello Everyone, In an effort to get away from tracking everything on spreadsheets, we are trying to use ZOHO to do a few things: 1) Track Donors 2) Track sales of VIP events in 10 cities 3) Manage partnerships That is pretty much it. I have created a donor field and would like to create a campaign for each of our cities and assign each donor to a campaign and multiple campaigns if possible. I feel like i only need 4-5 fields in the top nav: Donors Partners Campaigns Reports Contacts (Maybe) Leads
Api attachments linked to other records
Hello, I wish to upload a single attachment to a potential and then link it to the contact and custommodule1. I can upload the file fine, but adding the CONTACTID as a parameter in /Potentials/uploadFile does not appear to work. Is this possible?
The Leads app is not getting all of the Trade Show QR data....why not?
Is the amount of data received from a trade show QR badge dependent on what the attending company gives to the trade show? We are not getting key data from the badge like address and phone, just name. Any ideas?
Sales Inbox Font
I am finding that the very first line of my emails, usually a salutation, that go out from Sales Inbox will be Times New Roman and the rest of the email will be in my standard font (set to Verdana). It does not look this when when composing, but I can see thru my email server Sent folder as well as seeing some test emails come in, this is happening from the recipient's perspective. So it would look something like: John, How are you today? Thanks Max
Can somone steer me to the correct forum to ask questions about bringing contacts in.
New to Soho so be gentle.. can someone steer me to the correct forum or webinar or help file so that i can learn how to transfer leads coming from a real estate website to the Zoho contact area. I am php programmer so i can develop any sort of interface that might be needed but first i have to know your rules for importing email leads from a real estate website.
Zoho CRM and Zopim integration Workflow not triggered
We are using Zoho CRM and have it integrated with Zopim (Zendesk Chat). The integration is working properly and we are getting cases inserted at the end of a Zendesk chat. Unfortunetely the default entry the integration creates has the case Status as "New", After a Zendesk chat with your employees many of the cases should be set to "Closed" as no further action is needed. I have created two simple workflows that will automatically charge the Status and Owner based on information in the Subject of
Associate Multiple Existing Contacts with a Custom Module Record
Please tell me this typical CRM functionality is available in Zoho CRM.. A lookup only allows one.. but I want to relate several contacts in a related list to one record in a custom module.. And creating NEW is not an option. Simple concept for a custom module to identify workshops.. and related contacts to be participants in a workshop. Please shed some light.
How to organize potential leads by state?
I have a list of every city, county, school for each state 20 total states. What is the best way to organize these in Zoho CRM? These are potential leads I have to call and hopefully turn into a lead. Which module would I use at first?
Web Form - Landing Page
Good Morning, I am using the same webform across multiple products and pages. Is it possible to know which page the form has come from? Quite often my leads don't mention the product and it looks a little hap hazard. This happens around 30% of the time.
Allow users to see other users records but Limit sending Email only to theirs
Hi Currently anyone can send individual emails and mass emails to any client no matter if it is theirs or not. We have set it so that everyone can see everyones notes, tasks, and emails sent from CRM. I want to keep allowing my CRM users to see other users Leads/Contacts/Accounts but I don´t want them to be able to Send Mass emails to them, and allow them to send only to their own Leads/Contacts/Accounts. Hope someone knows how to do this
Hide Admin AUDIT logs
Hi, I want to allow some of my CRM users to keep seeing the Audit Log, but I want to hide any activity from the Administrator. i see no way to restrict access to this
Automate Account Name by Concatenating Other Fields
I deal with consultants who name their companies after themselves. Often they are uncomfortable completing a Company Name field. Yet the Company Name field is mandatory. To get around this I need to be able to lift the First Name and Last Name from the Lead/Contact to complete the Account/Company Name. Please tell me there is a way to automate the completion of Account Names with the First/Last Name variables. If not.. Please tell me a workaround. Much appreciated.
Zoho Sign and CRM Integration
When will the Zoho Sign extension for CRM be live?
Mapping/Linking Fields
Is there a way to link fields in two different modules. For example if on a business view you update the workplace phone number. Can it update associated contacts with the new work place phone number?
Is there an expected release date for a Zoho CRM JSON API?
We've read in past discussions on this forum that you have been working on a new API version that will allow sending data in JSON format. From a reply at the Zoho Desk announcement for their new REST API last week, it also looks like you are working on it. https://help.zoho.com/portal/en/community/topic/release-of-zoho-desk-rest-apis#2266000009580269 We are considering using your API to automatically insert into Zoho CRM client records created on our website but we could wait if a more modern JSON
Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
The fourth tip in our Tips & Tricks series is focused on getting automatic updates on the records that matter to you the most and that needs your attention. With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be. Leads generated from a
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
Related contacts vs All contacts
When assigning Contact Roles in Potential View, then adding More Contact and slecting Contact Name Lookup - by default Related Contacts are shown - is it possible to change / setup up - so after selecting Contact Name Lookup by default All Contacts are shown?
Problems inviting users
I cannot invite users with the email address ending in xxx@t-systems.com.br Invitations to xxx@gmail.com or xxx@industria40.com.br are possible. The SPAM folder does not represent an invitation from Zoho. Any ideas? Regards, Matthias
Linking data from Zoho Invoice and Zoho CRM for Reporting
Hello! Another newbie question...I have a client that needs a report that combines data from the CRM Accounts module and payment history from Zoho Invoice. Is this possible? Thanks!
how can i have unique contacts in a campaign
i want to add from certian criteria contacts to campaigns. I understand how to add them based on this, however, we have a number of contacts whos email address are not unique to the account they are under- meaning, Joe Blow > j.blow@email.com can be listed under company 1 :> CO 1 ltd and as well as company 2 :? CO 2 Inc. how can i create a campaigns list that will only allow me to have one and not the other company? for this particular campagin, it doesnt matter which is chosen. I would rather
Updating a potential
Hi, Using Zoho CRM API, I have been able to successfully create a Lead and then convert that Lead into a contact and a Potential. I am looking for a way to update a Potential after it has been created. I have been able to update a Contact successfully using updateRecord API. https://www.zoho.com/crm/help/api/updaterecords.html However, there is no way mentioned to update a Potential. How can I update potential given a potential id?
How to add custom module as list to Sales Order
We have Devices as a custom module. There are multiple Devices associated with an Account (working fine). We need to assign selected Devices to a Sales Order so the technician knows which devices to perform service on. I thought a Related List would work well, but I cannot see the option to create one for Sales Orders. How can I make this happen?
User Level Restrictions is possible in Zoho CRM?
Hi, I need clarification on Zoho CRM User level Restrictions. Here I have attached the document for structure of my organization. Scenario: (in diagram) 1) If Login as a manager in CRM, he can able to see all the employees under the each department also. 2) If Login as a Sales Team Manager in CRM, he can able to see the only Sales Person1,Sales Person2, Sales Person 3. 3) If Login as a Developer Team Manager in CRM, he can able to see the only Developer 1,Developer 2, Developer 3. In above scenario,
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Cannot Get Correct Territory Assigned
Hi. We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory. Our territory hierarchy is Country (top most) ==> Region ==> Rep In this specific case the hierarchy is North America ==> East ==>017 - John Smith The rule is set up as follows: 017 - John Smith Account Owner is John Smith I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith Instead
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