SalesIQ Support Forum
Can someone in the Zoho CRM division let me know if the SalesIQ team checks their forum on a regular basis?
Can someone help with email intergration - loosig the will to live!!
Hi Guys I am finding Zoho a pretty good CRM after testing numerous different ones. However, I am getting so frustraed with the email sycronisation. I have synced my zoho with Gmail so that emails appear. But this is not really working for me since if I delete the email from Gmail it also deletes from my CRM. I don't see the point in saving emails in both places. I would like my crm to help free space in my inbox but this is not working. How do other people manage their emails? Do you only use Zoho
rôles des contacts
Bonjour, Est il possible d'interroger les rôles des contacts dans un rapport ? Merci pour vos réponses
Twilio Voice and SMS
I am attempting to integrate two way voice and two way sms into my ZoHo CRM system. Is Twilio the answer? I was hoping that Ring central would do the trick but they do only the voice side... Or at least when I have the voice side installed, the sms doesn't work. Maybe I could trigger SMS through webhooks... Would wish to avoid that extra horsing around if I can help it. So to reiterate, what is the best partner for seamless voice and sms integration into CRM? Any ideas? Thanks Dave Olson
Anybody working with zBrains having sync problems / support issues?
Hi, Just wondering if anyone else out there is working with a company called zBrains and their Quickbooks integration for zoho CRM?
Auto update a field upon new record creation
Hello! Another newbie question...I need to do the following upon the save a newly created Account record: 1. Read a value from a field in a custom module in Zoho CRM 2. Do a calculation based on the value read. 3. Update a field in the newly created record upon saving the record. 4. Update a value in a field in a custom module in Zoho CRM. Can I do this with a function? If so, can you give me a hint or point me to an example/documentation? Thanks!
How do I use a custom function (CRM) to automatically copy custom data from Account to Sales Order?
I'm trying to copy data from custom fields in an Account to a new Sales Order when a new Order is initiated (before Saved or Created). I've tried using a custom function but it appears that it will only run when the order is Saved (Created) or Edited. Zoho is obviously able to do this with fields that are fixed. Is there a way to do it with custom fields? Thanks in advance.
General information changing on both company and contact level
Dear all, We want to optimize our database of leads and contacts! Sending a postal mailing, some of the letters returned to sender. I want to update the address in ZOHO. I thought it would be easy to change the general information like address, postal code, general phone number on company level. Unfortunately these changes were not made on contact-level. Could someone tell me how the these changes automatically will be made on both the company and contact level? Many thanks
Can't remove/add fields in Contacts
After I have added/removed fields from Contacts and save it, all returns to default again. There are many fields within the default template, we do not need + there are fields missing that we do need. How can we edit them to our liking and keep the changes without it ignoring the changes after save?
ACCOUNT BEING DISABLED
Heello :) i have an issue regarding my account it keeps saying its disabled when i try to log into CRM. When i check my inbox ( MAIL ) IT logs me out after 3 seconds and it keeps saying network server connection PROBLEM , but my WIFI is working just fine . PLease help. thank u
SearchRecordsByPDC does not return all of the records in my custom function
I added a button to the Accounts page to update the Sales Amount Total but it only works if there are 20 or fewer Deals(Potentials). Here's some example code. string TotalSalesbyAccount (string AccountId ) accountID1=(input.AccountId).toString(); resp = zoho.crm.searchRecordsByPDC("Potentials",("accountid"),accountID1); info resp; output=0; for each rec in resp { output=(output + 1); } return " " + output; When I execute the above code with an Account that has well over 100
Is it possible to create line items in Email Templates?
Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible. Is it, and if yes can I possibly get an example? Thanks. Scott B.
Take a tip from the Zoho Creator Forum and Development team
Like many others, I am frustrated with the secrecy and lack of information regarding eh Zoho CRM development priorities and time lines. I was reviewing something on the Zoho Creator forum to see if I could create my own app to fix some of the issues we have with Zoho CRM and I found a VERY useful idea over there. It is one that I think the Zoho CRM Support and Development team should implement. The Creator Group has instituted a regular (or semi-regular) policy of actively soliciting input for application
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Email Tracking
Hi, I "send email" through the CRM contact, but I'm not getting the right results I should be on reports. I know the emails were opened because I received responses back. Any one no reason why they are not registering opens, clicks etc.
Clarifications on User Setting Module Customization
Hi Team, Need some clarifications on the User Setting Module. I have an organisation chart which I have attached herewith. This chart will be incorporated within Zoho CRM as part of the implementation. Based on the role hierarchy, specific records should be accessible by the users. Here the below users has to be created, Manager Sales Team Head Sales Rep 1 Sales Rep 2 Sales Rep 3 Development Team Head Developer 1 Developer 2 Developer 3 The below access permissions has to be provided for the user
ZohoCRM SECURITY LOOP HOLES - GOING UNANSWERED.
NEARLY 2 WEEKS WHEN THIS SECURITY ISSUE WAS FIRST LOGGED WITH CRM SUPPORT. ALL WE GOT WAS: - FALSE PROMISES. - NO TIMELY RESPONSE - IGNORED Here's a link to the forum which also has ticket number. https://help.zoho.com/portal/en/community/topic/security-loophole-zohocrm-outlook-plugin-contacts-syncs
Using custom buttons to log activity
I'm trying to create a faster way for reps to log remedial tasks like Left Voicemail, No Answer, No Voicemail, Send Canned Email (without using the send email button, choosing template) etc. Thought was to use a custom button at the top of a lead view that would, in 1 click, log a task, mark as completed, change lead status, and move to next record. Has anyone see this type of integration done in Zoho? I've had it done in SFDC before to improve efficiency. Appreciate the help/guidance.
Contact column names are CRM language dependent?
When i use insertRecord method while CRM's interface language is english everything works fine. But I switch CRM language to Russian and same insertRecord call return error: Фамилия can't be blank Фамилия means last name. Last Name is the only required field in my contacts. Of course i provide it in API call.
Event Layout - multi layouts?
It is possible to have multiple contact layouts, however, I'm unable to find out how to create multiple event layouts. Please can someone point me in the right direction? Many thanks.
Zoho Support - Published Response Time
We are an enterprise client using Zoho CRM Plus. Support from Zoho is random at best. What is your published response time? Sometimes I hear back in 24 hours, more often it is many days, with many emails.
Account check ins
How can I create a report that lists accounts that have NOT had a check in the last 30 days? If an account has had a check in the last 30 days, I can create a report that lists it (check ins with a from value less than 30 days ago). This does not fit the criteria since I am looking for a list of accounts that have NOT had a check in in the last 30 days. If an account has two check ins, one more than 30 days old and one less than 30 days old, I can create a report that shows the older check in
How can I update records using criteria
In the API documentation is established that I have to use the id of the record to update the field but, is it the only criteria value I can use to update? what if I want to update all records that have blue as color?, for example. Is it possible?
Option not available for reating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials.
" You are given the option, when creating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials. " Where this option comes, no option is coming when creating a field under new layout. Please elaborate.
Recovering a deleted inventory template
Hi All, Is there anyway you can recover a deleted template ? I inadvertently deleted the template we are meant to be using. Appreciate any help Kind Regards MattP
How to do an automation to notify my vendors in a certain date
Hi, i have a custom date field. I want to trigger an automation when the date in that field matches the current date. How can I do that? Could it be that my version of CRM does not allow this?
Data Migration Tool using Skip option
I am new to Zoho and am about to import more than 160,000 contacts and accounts. I want to use the Data Migration tool because of the size of the file. However, I do not see the Skip option using the DM tool versus using the standard import. I tried a small sample with the DM tool and it leaves me with duplicate accounts. Do not want that. Also, once the accounts are in and I bring in the contacts using the DM tool, will the contacts be attached to their accounts, as they would in a manual import?
Account CSV Imports
Upon trying to use Import Accounts wizard, the tool correctly lets me select the small CSV file I seek to test. But in next steps it simply keeps cycling on "Uploading...". I have already customized the fields in Zoho CRM to map. But the system never lets me get that far. I am using Chrome browser on a Mac and pop-ups have been enabled, so I'm not missing any cues that hold up the process. Please advise. Thank you!
Import Activites and associating with Account, Opportunity(Deal) etc.
I've tried to import an activities csv file several times today. The file will upload and all field mapping works except the account will not match up to the related to field. I need a way to mass upload activities and have them match up to the account, deal, contact they were created for. Any suggestions?
How do I import deals with amount field being populated?
When I import deals, everything works fine except for the amount field, which is always blank after the import (even though the excel file has a value) Would appreciate any help -- please see the attached file that I used for importing a sample deal
Data Migration from Salesforce to Zoho - Issue with Tasks
I am trying to move from Salesforce to Zoho. I was able to import Contacts from CSV file. Then when I imported Cases from the CSV file I was able to associate them properly to their prospective Contacts by specifying the Contact First Name + Last Name as the Case's "Related To:" field. I was able to import Leads from the CSV file. Then when I used Setup > Data Administration Tools > Migrate data from other CRM > Tasks, I specified the Lead First Name + Last Name as the Task's "Related To:" field
How to create an input field based on another filed input?
Hi there, I have this custom field named 'Job Type' which has 2 options: Edicion, Proyecto. What I need is if you choose 'Edicion' then another field appears to be filled: 'Number of slides' field, but if you choose 'Proyecto', 'Number of slides' doesn't appear. I was trying with custom formulas but with no success, any ideas? Thanks!
User`s mails after deactivate this user
Hi, I want to ask you about what happens after deactivate user with mails he was owner? after delete user mails are removed from CRM. And by the way, there is "trick" to keep mails in CRM even after lost access to particular user mailbox (f.e. after delete user) Greetinngs, Kamila
Zoho Automatically Merges Contact & Account
Had a customer sign up a month ago with the name "Robert" and I just had another Robert sign up yesterday. Only to come and find out that both contacts/accounts were merged even though there is no relevance in their accounts. I ended up separating them manually and surprise, there it was again this morning.. What's going on lately?
Sorry,you have reached the maximum limit in your current edition
I have the free edition and am almost ready to move to a paid version. It states today I have reached my limit when trying to add a new contact? I deleted a few contacts and it still give me this limit notice. I cannot add new accounts either, even after deleting a few. Please advise.
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question, today I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 700 records. I am using the trial version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Randy
Adding a twitter account to client's organisations?
Hi There, I am brand new to Zoho, and taking over from a departed staff member to set up for use. Can someone please tell me how I can add a organisation's twitter handle as a field (that will feed into the social tab) to the organisation record. I know you can do it for contacts/leads, but we aren't using leads, and most of our clients have an organisation twitter account rather than an individual account, so it makes more sense for us to have the accounts set at the organisation level. Any help
Workflow trigger - last activity/email/chat
Hi, Is there any way to trigger a workflow based on different types of activities? Not just calls, events, or tasks, but also emails sent, chat, or even website visits? My goal is to send a reminder to the owner when an account has ben inactive for a period of time. Thanks!
Make Blueprint admin area touch friendly
I always look into ways of improving and move from using mouse to touch has been a challenge. Actually very few tasks require the use of mouse. Now with this new Blueprint, the setup area looked touch friendly, still dragging the elements failed. Setting Blueprint and even all new tools admin areas touch friendly will bring the future and spark creativity into admin users.
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