Hidden "Lead Source" field not being added through web form
I created my first web form and there is a hidden field for "lead source". I set the default but that doesnt stick after I save it. If I type in the lead source that does not stay either. any suggestions?
Why i won't use Zoho CRM
Hi i starterd testing Zoho naturally i tried to import my data and here comes the problems Zoho consider that csv means always a comma ( , ) but it's just not true here in europe where csv means ( ; ) Thus you cannot import your data then i tried zoho forums about data import issues and i saw that 90% of issues post are just unanswered. Considering that importing data is just the beginning ( and we will face much more issues later ) and seeing how zoho team handle that. This CRM can't just be used
Increase in the attachment size limit and more.
Hello, Here is a list of enhancements that we recently had: Attachment Limit Increased Attachments in a record: You can attach any number of documents to individual records with each file size up to 20 MB. You can attach from Zoho Docs, Google Docs or your Desktop. Attachments in emails: The following are the total limitations for the email attachments: * For Free Edition Users: 3MB for attachments * For Professional and Enterprise Edition Users: 10MB for attachments * For Zoho Mail
Email link on lead pages doesn't work
I have just set up my email in Zoho CRM and can send emails by going to the leads, list view and clicking on the box to the left then clicking on the send mail link. I have tested it and that works fine, but when I open a lead into the page view click on it nothing happens. I am using chrome and have OKed Zoho for popups, I am using professional version on a trial basis.
Create Calendar entries from custom fields
We are an event organisation. Our sales order form has Start and End Date columns, when we create a new Sales Order we wish to add this to a calendar. Creating a task will not work as this only has one date.
New contacts inherit account address
When i create a new contact from the account screen related lists the contact's address fields are not inherting the account's address information. Am i missing a setting but I need the new contact to pull that account address in automatically.
New Setup for Small Insurance Brokerage - B2C
I hope someone can point me in the right direction to that we can get off on the right foot! I need Zoho to manage a database for a small specialist home insurance brokerage. As such this will be a B2C system. Essentially, I need something to achieve the following: Hold client data with quite a few custom fields, (I've already had a play with that and quite comfortable editing the modules) Record research data following contacting several different insurance companies on behalf of our customers
Associate notes to Lead using ZOHO CRM api
Hello, I have to associate Notes to Lead using ZOHO API. Can anyone help me to implement this? I can see ContactId in task xml but there is no LeadId. Regards, Saurabh
Mismatch data type expected data type BIGINT found dataType STRING
pl = zoho.crm.getRecords("CustomModule1",1,200); info pl; pl_pc = pl.get("Product Category"); info pl_pc; I'm getting repeated errors of the type: Mismatch data type for function at argument index __ expected dataType BIGINT found dataType STRING. "Product Category" in the CustomModule1 is actually a picklist, so I don't understand why it is expecting a BIGINT type. Can someone please help? info pl; returns the CustomModule1 items just fine.
Formatting issues in inventory templates
I am extremley frustrasted with the lack of helpful information in formatting templates. I am reworking a quote template and all is well with account and contact information but when I get to the product level it is not coming out the way it needs to. I cannot get the headers of the columns to line up with the product detail I also cannot figure out where the calculated discount fields are as I am trying to show line item discounts. I do not know or care to know html code. There has to be an
Reactivated User can't Access Account
Hi, we have been having an issue with the reactivation of a User on our account, the user recieved a notification of the reactivation of the account but when trying to log in to the platform Zoho denies the access and pops a message saying the account is deactivated even when the super administrator already reactivated the account. Can you help us fix this?
Show in detail page of a module, multiple rows from other related module
Hi, I have two custom modules calls "Leads Example" and "Forms Example". A row of "Leads Example" can have multiple rows of "Forms Example", the idea is shows in detail page of "Leads Example", multiple rows related of "Forms Example", this way: Row Leads Example Detail... General info displays... - First Form Example Data... - Second Form Example Data... . . . Can i do that? I hope it has been clear in my request. Thanks.
Cannot Reactivate User
Cannot reactivate user, the person created a CRM account with its own database instead of just connecting to an existing. email address is Rigordon@jpsco.com. I am trying to connect him to JPS database created by my account but keep getting an error that the email address is already taken even though they have deleted their account.
Ability to create open activity view based on data field in Account
Our users deal with several different industries or type of accounts (banks, grocery stores etc). They want to make calls or follow-up on open activities for an account type. Today they want to only call or follow-up on tasks associated with banks. How can I create a view where I use data fields from account, such as account type as the filter. I need the ability to save this view and re-use. Thanks
mapping a custom field from lead to contact
We have a custom field with pick list set up under LEADS with about 20 values. We have the same custom field for CONTACTS and I want the fields to all map over without having to reenter data. Do I have to enter all those pick list values under CONTACTS or is there a shortcut to let them map over upon conversion of a lead to a contact?
You cannot create a POP account, as your email incoming is blocked. Retry after the Incoming has been unblocked.
I am trying to add my gmail to my account so it checks my inbox for account specific activity and I'm getting: You cannot create a POP account, as your email incoming is blocked. Retry after the Incoming has been unblocked." Is this something that I can fix or Zoho? I've read the some of the posts and we should have adequate space. Anyone else getting this?
When are back ups done and when are they sent to me?
I have been working with Zoho CRM for a few months. I have selected the back up function, but I am unclear as to how many backups are done per month and when they are sent to me. PLease advise
Change Due Date field name in tasks
Would like to see the due date field name changed to just 'Date'. Our sales team uses tasks to record face to face meetings, presentations, etc and they often enter them after the fact. The field name due date has confused many because Due Date speaks of a future task, not a past task. Since we are unable to rename this field, can Zoho drop the word 'due' from the field name. While it appears to be minor, this would be a huge help.
Merge Two Leads
I do not want to go through a big deduplicate but when I find two leads that should be merged, is there a way. And when I do merge them, will the notes merge? If not in the program is there a plugin? Third party?
Real Estate Agency CRM
Real Estate Agency CRM is a perfect solution for both residential and commercial brokerage agencies. Built on award-winning Zoho CRM, it handles everything that's required for a Real Estate Agency to run their business: Property listing Capturing leads with their requirements Automatic property matching and generation of property recommendations Handling every stage of the deal including offer and closing Automatic generation of commission invoice and Managing myriads of activities Read More Here
Why the limit of 50 records for views per page for Leads, Contacts and Accounts?
Wondering why the system was updated last night to limit the record view from 100 to 50 records per page for Leads, Contacts, and Accounts. In fact it looks like this was updated for all module record views. Thanks, Thomas Pursifull
Zoho CRm Plugin for Outlook 2011 MAC
I am using Zoho CRM plugin for Outlook 2011 for MAC V1.1.0 and Outlook:max 2011 Version 14.3.8 (130913) with Update 14.4.7 I can sign the plugin into my account with username and password. But when I want to selcted in the settings a folder or try to sync any iteam. I am getting an error message "Applescript returned an error" and that was it. Does anybody else has seen such a behavior and knows what to do? Thank you for any help, it's very much appreciated best regards Alex
Lead Keyword Source
Two Questions: When using Google Adwords for leads, is there a default field available to add to the 'Leads' module to show what keyword(s) the lead was generated from? If not, how do I create a custom field for this? We used to have a field labeled "Description" that did this correctly, but for whatever reason it stopped working. Also, simple question, is there a changelog accessible for the modules? Thanks!
Mail cannot be sent as the email address does not exist
Mail cannot be sent as the email address does not exist This error message has started appearing since Oct 2 on valid email addresses in existing customer contacts that have been emailed from Zoho CRM weekly for over a year. Each week Zoho reports this error with more email addresses. These email addresses can be successfully emailed from other email providers. What's up with Zoho CRM? How does Zoho determine this? What checks is it performing? Are there any valid reasons for this error to appear
Importing Events - date format not recognised
Hi, I am trying to import nearly 600 events in to this module using 'Import from another CRM', but I keep getting an error saying it has skipped importing due to an error with the start and end date format I have used. Can you confirm what format I need to use please? See attached image for date example and error message. Thanks.
Delete New Call button?
Is there anyway I can delete the "New Call" and "New Event" button to log an activity? I don't want to confuse my reps with 3 buttons and have multiple activities. I really just want to capture call/visit activity but "New Call" doesn't give me the "date field" to report on... Thoughts?
New User Please help as soon as you can
I have two people on a free licence. My licence is CEO and my colleague is designated as manager. I cannot see how to look at my collegaues work. Is this only a paid option? I cannot see data sharing settings https://www.zoho.com/crm/help/security/data-sharing-rules.html sharing settings
Workflow based on Task + Contact or Lead Criteria
I would like to create a follow-up task under this criteria Lead is still a Lead or Lead is not a Contacts AND Task Status = Completed If the Lead is no longer a Lead, I don't want to create the follow up lead.
Not a new topic but still waiting
Hi I asked a question about deluge and very efficiently it was answered with some code. Unfortunately the code did not work and on asking again it was suggested that i send a phone number in. Obviously this is less than ideal as we run a busy office and i am not always here, plus i do sometimes find it hard to follow conversations on the phone which involve code and overseas callers. Is it not possible to book a slot on chat as i do with other companies or even an online login. The problem often
Signatures appear differently on emails than within template
Hi. I'm having a bit of difficulty with email signatures. When I create them, either from within the email settings or the personal settings (which is a nuisance), they appear the way I want them to. When an actual email is sent, they appear differently - spacing, etc. I did a live chat and got nowhere. Can you please help?
getModules API Call does not return usable modules, and also returns unusable modules
I would like to reiterate the following post - https://help.zoho.com/portal/en/community/topic/crm-api-getmodules-feature-request The getModules API call returns several modules that are not usable in integrations (such as Activities and Emails), however it does not returns modules that ARE usable such as Tasks. Is it possible for this to be addressed? Sorry for the repeat post but I saw the previous post was never replied to. Thanks for any guidance.
CRM API GetModules feature request
Hi, Here is a little feature request for the GetModules API call, which to me is inconsistent. At the moment, the call returns the "Activities" module, which nothing can be done with, but doesn't return the 3 underlying modules (Tasks, Events, Calls), which we can do something with. So if I want to present users the list of modules they can create field mapping with our application, for example, I'm forced to remove Activities from the list and to hardcode the 3 other modules in the list. The API
Leads are not saving after entry
After hours of entering leads, only a few are saving.
How do i import multiple contacts to the same account without duplicating the account?
when importing, say account name ABC which has 5 contacts attached to it, my import will produce a seperate ABC account for each contact that has been imported. How can i import these multiple contacts without zoho automaticaly creating a new account for each one?
Supported Modules for Notes
Is there a list of modules which support Notes? I am working on an integration with the Zoho CRM API and would like to know where to focus my efforts.
Not Receiving Hard Bounces
I sent out a bulk mail via the contacts tab. I filtered to a specific criteria, assigned an email from Email Templates, and then sent out ~300 emails. I received a good amount of soft bounces (auto-replys), but I did not receive a single notification of hard bounces. I know I should have received some because I tested out 5 emails address which I knew would generate a hard bounce. Is there a setting I need to enable to receive hard bounces? Is there a different way of sending out emails through
HOW TO REMOVE TERRITORIES FROM ANY ACCOUNT OWNER
Hi! I am facing problem to remove territory under a particular account owner. Please help me to tell the process for removing territory.
A tutorial on how to get data from produxt module to other module
Pls help. I need to find a way to copy a data"pattern name" from Product module to a field in quote module , pls assist
Time based Workflows...do they actually work?
I've been trying to get my timebased workflows to work for weeks now. I've got a date in my potentials and I want to create tasks 7 days prior to that date and then again 3mths after that date. I've just deleted the workflows which have never worked and redid them. They still dont work. Using the Rule trigger - based on Date field value = selttled date = 7 days before. Any idea. Ideally if someone do can give me a screen shot example of one that works.??
URL in Lead > Notes
When I cut and paste a URL into Notes for a Lead it is not clickable. Is there a way to create a Hyperlink for a NOTE in LEADS?
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