OUTLOOK WITH ZOHO COLLABORATION
CONFIGURATION : ZOHO 2 USERS , OFFICE 365 EXCHNAGE SERVER , OUTLOOK 2016 DESKTOP , ZOHO OUTLOOK ADD IN . When we send email from outlook it nicely shows up in our ZOHO system under emails. When we send email from ZOHO it doesnt show up in our OUTLOOK sent mail . What could be wrong ? Andrew
GETTING SENT EMAIL FROM CRM IN TO OUTLOOK
CONFIGURATION : ZOHO 2 USERS , OFFICE 365 EXCHNAGE SERVER , OUTLOOK 2016 DESKTOP , ZOHO OUTLOOK ADD IN . When we send email from outlook it nicely shows up in our ZOHO system under emails. When we send email from ZOHO it doesnt show up in our OUTLOOK sent mail . What could be wrong ? Andrew
Line Items in HTML Email Template Not Displaying.
When we send our customers a copy of the sales order, the line items are not showing up in the HTML template. However, they ARE showing up in the PDF that is attached. I've tried searching but have been unable to find anything to fix this, any insight?
Manual conversion of lead to contact and multiple email addresses
When someone emails with a different email address than what is listed in their contact, it is logged as a lead. It's very difficult to match it up and merge it with an existing contact. There needs to be a manual process to tell it which one to merge it with. Also need to be able to have multiple active email addresses for a contact by which emails can be associated automatically. Many people have a business and personal email address. Some have 3 or 4.
Parsing XML only returns first record
Hi, I've got the following piece of PHP, which queries our CRM for any business who has a business listing and I want to retrieve their lats and longs to populate a Google Map However, when the script runs and the simple_xml function is run, the foreach loop only outputs one record, it seems to not go through the xml file to pull out the rest of the entries in the XML file. I'm seeing data so the API call is working, it's what's happening on the loop stage, which isn't working as expected if(!function_exists('processGetCRMDetails')){
Is there a way to attach a contact to a specific opportunity?
When I add a contact, I want to be able to associate that contact to a specific task or opportunity that I'm working on as opposed to having a long list of contacts with no associations. Help!
Country list instead of txt field
Hello, ZOHO gave free text field to enter country names, this creates huge issue due to different people write country in different ways. While ZOHO is giving list of countries in pre-defined list as a custom field, but there is NO way I can see where a workflow can set the default country txt field value based on the country name in selection. Please advise solution.
Zoho CRM PLUS: calculation of maximum numbers leads/contacts
Hello, in the new package of Zoho CRM PLUS is included also Zoho Campaigns. The actual plans of Campaigns are based on the numbers of leads/contacts. For example we use that up to 25.000 ($ 125,00 dollars for month). Now in the list of features in CRM PLUS I read the follow sentence: "5000 leads or contacts per user license with unlimited emails*" Note: Email send limit per month for more than 20 user licenses: 10 * Number of leads/contacts. The note is totally unclear for my point of view. What
How to integrate signable as an automate button in Zoho CRM
This is what I would like to do. I have an account with signable.co.uk I would like to be able implement some kind of button into crm where I should be able to click that button for mail merge with signable sign box option and when customer signs it the documents then will be saved as pdf in the contacts/accounts attachement and also will be automatically added to Zoho docs. Any suggestions on this please?
Frustrations after convertion trail to free
I was testing Zoho CRM just to compare with the Salesforce that I use now. When I was on the trial version was possible to create many extra fields that was necessary and when expire the trial I was unable to create. I read a lot about it and in any place that a read was specifying that after the expiration of the trial version this will happen. It's very frustrating because I was very close to show Zoho to my Diretory and now all my work is gone becasue I can not complete the all the fields that
CRM Activities Time Zone Issue
I schedule meetings across the US, is there a way to select the time zone of where a meeting will be held? For example, I am located in CST and need to schedule a meeting that is 8:30-11:30 PST. I invite the participant but it shows as 6:30-9:30 on the receivers calendar. How do I correct this, it's very confusing to our customers.
Lead Module- add email notification
Is there a way to add an email notification under the Lead module like you can if was an assigned Task?
HOW CAN I SEE ALL OF MY CONTACTS
HOW CAN I SEE ALL OF MY CONTACTS
Deleted Users Still Show when I go to sign On
Why must I scroll thru a pick list of all who have been deleted or type email address in because it is hidden somewhere in the long list o deleted users? Same thing goes for other fields. I once had a word on a pick list - later deleted it but when you are in the edit application the picklist is full of the stuff I deleted.
Adding user to Zoho CRM with no edit ability
Hello All, I want to add a user to my company's ZOHO crm but I only want this person to have the ability to view the content. I don't want them to be able to add, delete or edit anything in anyway. Is that doable? Thank you, Jack
email notification for phone calls
We have them for tasks are they available for phone calls?
Lost customs modules
Hi, I created some custom modules on the trial version and when I upgraded I thought the standard edition will included this feature. But, it's only the professional and know I lost all the custom modules I created. So, I just want to make sure, if I upgrade to the professional version, they will reappear? Thanks,
workflow criteria for quotes with product category
I'd like to build a workflow task that only starts if a new quote is created for a product with a particular product category. I can't seem to get the product category to link to quotes. Any suggestions?
Zoho CRM Quote to an Zoho Books estimate
I have to create a workflow rule to convert the Zoho CRM Quote to an Zoho Books estimate at a certain stage. How can we do that by using workflow..
new App
I love the new Zoho CRM app for Android. Well done!
Question re Workflow Rules in Calls
I saw this post for years back Now, Create Workflow Rules for Calls, Tasks & Events too! and I would like to ask about creating the workflow based on Call Result. It is stated in the post that the rule gets executed when the Call Result is "Interested." When I looked at the Calls Module, I saw that Call Result is not a Pick List but a single line field. Does this mean that the person still has to type the exact word (with correct capitalization) for the work flow to execute?
Zoho Crm and Workflow
Hello. My goal is to have a field in a contacts that will when triggered will automatically send a reminder to our customers to think about buying a certain item. This reminder e-mail is to be triggered every September. I want this to automatically do this every year moving forward. The problem is that I tried using a check box but, there is not way that I see, to set it to send only once every September. Suggestions on 1) What field to add 2) How to create that automation Is this possible? Thanx,
When trying to save customized modules, it does not save.
Hi, I have a issue that when I try to save customized modules, it does not save. I can save the default modules without any problem, like contact or deals, but the ones that I created, when I push the save button, it says loading, but it doesn't actually save. Do you have any idea why?
How to get emails fed to Zoho for a Mac?
Help please... I know you currently dont have an Outlook plug in for a Mac however is there a way like with our CRMs that I can send emails via Outlook and blind copy in a specific email address that talks to Zoho? Are there any other ways I can send emails in Outlook and save them to Zoho when the email address matches? Surely there is... Thanks Matt
CRM View for Activities - Drop Down no longer working
Hello. I am trying to create a call list using the crm view for activities. Initially, I discovered that it was possible to just click on status or priority and a drop down list appears allowing for quick updating which I think is great when going through a list doing calls. And so I changed some of the values in the Status field picklist to reflect what we wanted but after saving, it appears that the drop down list has disappeared. I tried clicking on priority and it's not working as well. How can
Adding a field - Accounts Page (Contacts section)
Hi In the Contacts section on the Accounts page it shows a few fields (Contact Name, Email, Phone, Mobile) How do I add the "Title" field after the "Contact Name" field? (I went to Setup/Customize/Modules/Accounts - but it didn't show Contacts on the layout) Thanks Ross
How to create a custom add-on?
Hi everyone! Is it possible to create custom add-on for ZOHO CRM? Is there any how-to? I need to create a module that will run on the CRM side. Thanks in advance.
Customer Database different from Leads and Potentials.
Wanted to know how to create a separate platform for the potentials with whom the deal has already been closed? As in a place where it shows all the existing customers instead of Leads, Contacts and Potentials.
Contacts not Visiable
I have imported a my account list from another CRM but the other user are not able to view what has been uploaded. How can i fix this ?
Webinar | Turbocharge ZOHO CRM Leveraging Web Forms
Super pumped to share with you that on June 15, 2016 we are offering a FREE webinar - How to turbocharge ZOHO CRM leveraging Web Forms. Web Form is one of the most powerful weapons to get more done with less. You can embed web forms on your website or landing pages to capture enquiries straight inside your CRM. You can also send these forms to your contacts so that they can themselves update important details and those data instantly land inside ZOHO CRM. This webinar will walk you through the
Google calendar sync
Hi I need to see CRM events in my Google calendar (by synching not by exporting). I'm trying the standard edition but can't find how to do that. Further more, I don't understand if it is available in this edition. There are two features in the feature list by edition which I can't tell the difference... Picture is attached here
Sometimes get error 4600
I'm trying to searchRecord using the Zoho CRM API and I sometimes get the following error: Array ( [response] => Array ( [error] => Array ( [message] => Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values. [code] => 4600 ) [uri] => /crm/private/json/Contacts/searchRecords ) ) My problem is that sometimes everything works fine and sometimes I get this error define("TARGETURL", "https://crm.zoho.com/crm/private/json/Contacts/searchRecords");
Replace Empty Values with New Value Existing Records
Hi, Is there an easy way (not by mass-import) to mass-replace a (picklist) field which has empty value, with a created value? Thanks ! Jim.
Read Receipts on email
Hi Does anyone know if it possible to get a delivery/read receipt on the email as you can in MS Outlook? Many thanks David
Max Lead Capacity?
I have apparently reached my max lead capacity, is there a way to increase this limit? Do I need to upgrade to the next subscription?
How do I free up space?
Hi there, I'm new to Zoho CRM. Our agents keep receiving a message "Sorry you have reached the maximum limit in your current edition". This happens every week. What causes this and how do we fix this? Don't have any records in the recycle bin. thanks
Potential Stages and Probability Percentage
I have created custom stages with default probability percentages. Every time I change a potential stage it shows that the default probability percentage, but when I save it the percentage automatically changes to 0!!!! Help!
Showing Discount on Quotations as a %
Is there ANY flexibility whatsoever in the Product Details tab for raising quotations? When creating a quotation, I need to demonstrate the following to my customers : Product Name - List Unit Price - Discount % - Discounted Unit Price - Total My customers need to see the deduction on the unit cost, not on the total, they also want to see it as a percentage and not as a currency value.
photos in ZOHO CRM Potential Module
I am fairly confident this feature does not exist in ZOHO CRM, but it would be a great feature if we were able to take a photo with an i-phone or tablet and upload multiple images to a potential module.
Is there a way to Dedupe Leads and Contacts together?
I have a lead database that also has duplicates of about 5,000 of my contact records. I'm challenged that the built-in dedupe functionality will only work within EITHER Leads or Contacts but will not dedupe across the two types of records. Can anyone suggest a workaround for this, other than merging all my leads in the contacts? Thank you for any suggestions.
Next Page