AT tagging other system users in notes
Hi Our system users are not alerted when they are AT tagged in notes. I have not been able to fix this. How do you set the system so that users are emailed when you tag them? Thank you
Email field - learning&development@companyname.com.au
The email field does NOT accept special characters for email addresses. My client has an email as learning&development@companyname.com.au
German translations
Hi Zoho admins, As a German I am pleased to work with a fantastic CRM system that is in German, thanks for that. I do however often bump into text that is missing translation or where the translation is not great. Nothing to worry about, and I am no complaining at all, just wondering if you guys are still working on translations, if there is anyone looking after such things, or if you could need help? If so I am more than happy to offer my help in finding and translating text. As a German who is
uploadFile API
Hey Everyone, I'm getting a "Couldn't open file" error when trying to upload a file to a custom module in zoho. I tested this yesterday and it worked fine however when testing today it doesn't work. I haven't changed the code so I'm not sure what the deal is. If anyone has any insight on this I would greatly appreciate it. Been testing and debugging this for hours.. $FileName = $_FILES['File']['name']; $FileSize = $_FILES['File']['size']; $FileTmp = $_FILES['File']['tmp_name'];
How can i import activities to leads?
is it possible to import tasks to leads?
CRM Lookup fields
Hi There, I have a quick question and it may be a simple fix ? In my Potentials form I have a field called "Client Reference", when I create a quote I want to duplicate this filed into the quote, pulling through the value from the Potential the same way it does for "Potential Name". I have created a lookup field in my quote form and pointed the lookup field to the "Potentials" form and the field, however it does not automatically pull in the correct reference number. In addition if I click on the
Tab Groups
I have no idea what the problem is. I have a couple of custom tab groups I created. I go in and edit what is being viewed and it resets it to only show the home tab only. I even created a new tab group from scratch and keeps doing that too. What is going on?
Quote templates
Currently you have to have a advanced degree in HTML in order to make simple changes to the quote template. Being able to manipulate the quote templates in a WYSIWYG seems to be the norm for most other CRM or quote software I've used over the last 20 years. We have 15 different quote templates and are going to need to hire a programmer just to make these simple quote templates match what we currently have today. Its 2017, Making a quote templet should be much easier than needed to know HTML or any
Web Forms
I have created a web form, which worked the first time, but now appears broken. Is there any type of log that is kept for troubleshooting? Do you have any other suggestions on how to troubleshoot? I would like to know if it is zoho rejecting the information, or is it not even getting to zoho. Thanks, Ken
Potentials (Deals) report lists multiple copies of same potential if it contains multiple notes
I'm noticing that Potentials reports show the same potential several times if it contains multiple notes (even if the report itself doesn't include the Notes column). This example includes Notes column: https://cl.ly/1X141L1f3j2q This is misleading because it appears to be several different potentials, each factoring into subtotals.
Unsupported Field - Templates
I constructed a template but cannot save it. I keep getting an "unsupported field" error. I started this email from a Basic Template, and cannot locate the field at all in the document. I attempted to "redo" the document from a blank template and am still getting the same error with the same field. any thoughts?
Formula Field Question
For starters, yes I did read the https://www.zoho.com/crm/help/customization/formula-field-examples.html to try to help with this formula. So do not point me to that please. I have a IF ELSE formula I struggling with. Basically I have field called Attorney Fee showing as currency. What I need is that whatever that inputted in there should reflect an amount shown in currency for our finance option. Here is an example: $4500 attorney fee should show as $216. Here is the formula I created with all
Problem with Delete action in Workflows / Rules
Hi, When I delete an invoice, I'm trying to get his Sales Order Id to update a field on the Sales Order related to that invoice, but the fact is that the Delete action enables me to get that ID when I send an email or via webhook, but not in a custom function. There's any way to solve this? My code is like: salesId = zoho.crm.getRecordById("Invoices", input.invoiceId); id = salesId.get("Sales Order"); field = salesId.get("Billing"); updating = Map(); updating.put("Updated field", field); update
Event Types Issue
I also sent this in an email to CRM support (five days ago), but have not received a response... So I thought I'd try here instead to get this issue resolved. I am having a problem with the Events displaying their type. I made a change to the event type categories (replaced an existing category with a new category) and Zoho alerted me that the related events had been updated accordingly. However, now the event information is not displaying correctly in the pane, and when I try to search by activity
Error at line number : 3
First of all, I'm not a developer. Just an enthusiast. I'm trying to get some info from a module to another module but it returns error. Can someone help me? response = zoho.crm.getrecordbyid("CustomModule1",input.contID); E-mail = resp.get("E-mail"); Clientes = resp.get("Cliente"); responseUpdate = zoho.crm.updaterecord("CustomModule4",input.incID.toString(),{ ("E-mail") : "E-mail","Cliente" : "Clientes"}); RETURNS: Error at line number : 3Improper Statement Error might be due to missing ';' at
overview of step by step example of usage?
I'm looking for a tutorial that gives a basic overview of the process of using zoho day to day? (everytime I search for workflow, I get workflow automation, which I think is a different thing?) Something like: You get an idea for a possible customer, you put them in leads you call them up You promote them to accounts and contacts, you strike a deal with them, you put the details in <this> area etc.... The problem I have is that my sales guy says "it's all wrong, accounts are only for people you
Form Field that indicates the previous page visited
I would like to include a form field (a hidden one) that includes some code (PHP?) that indicates the last page that was visited before reaching our contact us page form. The reason for this is that our Contact page is common to all of our products and I need to know which page they visited before they filled out the form. Our Zoho contact form is used in our Wordpress site. Any suggestions anybody would have would be appreciated. Thanks!
Establish a relationship between Contacts module and a Custom Module using a custom field ?
Hi Zoho Developer Team, I have two modules called Users and Transactions to be integrated to my version of Zoho CRM. These two modules are interconnected via unique field User ID.I am planning to insert all the information of Users module to Contacts module via Zoho API. For transactions, I will be creating custom module and migrate all the transaction data there. By default, linkage works using Contact Name(when I lookup Contacts Module in the Transactions module). However, since I don't have unique
16 clicks to preview for 1 correction on an email template
I just did a click count and found that it took ~16 clicks to preview the content of an email template. If I have to make any edits I'll have to redo the ~16 clicks... Email template preview with loaded data/merged data should be at the top of the Sep rollout list (I hope) Dennis p.s. Oh yeah, here's the screencast of the whole thing... it took me nearly 5 minutes to edit one email template: http://www.screencast-o-matic.com/watch/cij2hnxO dgd
Screencast: Email Templates: No Preview and a Bug
http://www.screencast-o-matic.com/create?step=share&sc=cijfhxvC Zoho: Email Templates: No Preview and a Bug as administrators can't view the templates in other folders... To see the rest of my screencasts I recommend you go hear and download the ones that you want to view if you have problems with playback over the web. http://www.screencast-o-matic.com/channels/ciiwnKhP dgd
Activity Report Export; ordered by activity owner; report comes back blank
Hi, I am trying to export an activity report. I can export it when I just leave in the default view, but as soon as I order the activities by activity owner, the report I export comes back empty. I have tried it both in Chrome and IE I have tried it on two different computers. the report is about 50 entries, so nowhere near either 20.000 or 2000 entries. has this got to do with the plan I am on? I have full admin access, but could it be a permission thing? has anyone experienced and fixed this
formula to strip the time from Created Time
i want to create a custom field which will have striped date from Created Time in leads module. what is the formula for that??
Synching with CRM
Hi - We are setting up Desk and making sure our client info is synced correctly with CRM. When we had a new ticket with a new client it automatically set up the new client in CRM (yay). When we opened the ticket and filled out what Account they should be under it did not auto update in CRM (boo). We also noticed in CRM the Client and Account are not associated in either record. We have the fields mapped in Desk/CRM mapping to have Accounts linked to Account. Your help is appreciated - thanks!
Custom Formula error returning a date
I am trying to create a custom formula field in Leads, but I am getting a syntax error. The formula Return Type is set to datetime: If(${Leads.Outbound Stage} == 'SQL 020', now(), adddate(now(), 4, 'DAY')) I get this error: Your string is either missing its quote marks, or it needs a comma separating it from another value. The Leads.Outbound Stage field is a dropdown list of set options. I ultimately want to create a date field that is changed based on the value of the Outbound Stage selection. A
Bind Contact with Deal With the Contact Id Via Api
I'm trying to bind my deal (Potential) with a contact, It is binding with the api but the main problem is this is binding working with the contact name Not with Contact id. What will happen when i'll bind the deal with the contact which have same names. ? so i need to bind this with the contact id not with contact name.
Mail de rappel de rendez vous
Bonjour Je voudrais faire un modèle de mail permettant d'envoyer un rappel de rendez vous J'ai créé le modèle de mail à partir du module " Evenements" pour avoir accès aux champs de fusion des évènements et des contacts. Le modèle réalisé est correct mais on ne peut pas le choisir pour l'envoyer depuis un contact. Comment faire pour avoir la possibilité de choisir ce modèle de mail ?
Cannot edit my own role and profile
I am the super admin on our account. I am able to change everyone's role and profile, however when I click on my own name I cannot change the role or profile.
GetResponse integration error
Hello! We tried to integrate zoho.eu CRM with our GetResponse account via API but failed to do so. GetResponse said the key was invalid. We contacted GR support and after scrutinizing the issue they learned that ZOHO returns error error code - 4834
error message - Invalid Ticket Id and they were unable to fix the issue on their end. The weirdest thing is that we can integrate zoho.com with GetResponse no problem. However, we really want to have our instance run on the European
how to create a field that is visible in the budget and in the invoice in zoho crm
I have a custom field, "CUIT". Is a text field in the budgets and I want to move it with the budget when I converted it to an invoice. How can I managed this?
Grand Total does not show
Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks
Not able to "save" a "new event" in ZoHo CRM
Dear sir, madam, For days now I can't "save" a "new event"; once I click the green "save" button, nothing happens [see attachment]. Please let me know what can be done - thanks, Robert
API Limit Question
Hey Everyone, I have a question regarding the API limits. I've noticed that when integrating the API with our website. The way that I wrote the code calls an API request each time someone accesses the information. If there are only 4,000 request per day and let's say we have 100 active users on at a time then that will get eaten up really quickly. Are there any best practices out there that will only call the API when needed? One solution I can do is just call an API request and get all the information
Escaped XML data within Note Content does not get entered.
I have instances of user-inputted data I would like to be entered into Note Content from the Zoho CRM Developer API. For the majority of the XML data I submit to Zoho, in Leads and Contacts for example, I'm able to escape user-inputted data. I've handled this by wrapping the user inputted data in <![CDATA[...]]>. However, when I try doing the same for Notes, specifically the "Note Content" field, the field comes in blank to my Zoho CRM. I believe this is a bug in Zoho's CRM system.
Outlook Integration - Syncing Emails
We have 3 Zoho CRM users within our company with the potential for more being added later this year. We each have access to all contacts, potentials, etc - we share everything except activities/tasks. Each of us are using the Outlook 2016 integrated plugin. When I receive an email from a contact, often times either one of my colleagues will receive the same email. When this happens, it is likely that we're both going to add the email to a contact unknowing of the fact that the other is doing the
Viewing Google Street view in ZCRM
I am using Zoho CRM for a real estate investing business. Does anyone know if there is a way to display the Google Maps Street view of a property in Zoho CRM?
Vonage Integration
Is there a possible ETA on when integration with Vonage might be available?
adresse e-mail
Bonjour, J'ai créé un champ supplémentaire adresse e-mail Lors de l'envoi d'e-mail est il possible de choisir ce champ plutôt que le champ e mail proposé par défaut par Zoho CRM ? Vincent
iPhone iOS 10 not logging calls automatically
I am having problems getting my iPhone to log any outbound calls. I am no longer getting prompted to log a call after an outbound to a contact in Zoho. Any help?
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Third Party CTI
Hi Support Team; I have a question that, is it possible to integrate 3rd party cti with the zoho crm. I want to implement below cti in the zoho crm; https://elitefwapidoc.ourcontactcentre.com/ipscape The implementation of this elite telecom api is not available in phone gap. Is it possible to implement?
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