Attach to Lead/Contact from Documents
I'm evaluating Zoho CRM: How can I attach/link a document that's stored in the document library of the CRM (not Zoho Docs) as an attachment to a lead or contact? Seems this should be a simple thing to do... Thanks.
Update multiple records in one API request
Hi All, When will Zoho implement update multiple records functionality? I often get API limit errors because I need to update many contacts records using API. Thank you. Regards, Nugroho
Unable to export Lead report
Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings.
Plugin for MS Outlook 2013 32-bit not working
Zoho CRM Plugin for MS Outlook 2013 32-bit not working. Uninstalled and reinstalled it several times with no success. Please assist. Thanks.
Pick List Value base on Other Pick List
Hi, I hv 4 pick list on one module and I would like to update all four when the primary one is "Approved", can not set map dependence cell because they are not always related ONLY when it's "Approved", can anyone please share thoughts on how to setup a custom function. Thx.
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began last week but is still occuring now. Loading the page will take minutes and I can´t use support chat. Is this a known issue? Thank you.
how to link a calendar in the prospect to a global calendar
hi I am new to Zoho, working with it since a while that's not since a very long time i have been interested into the configuration. I am wondering, because I have a calendar into my prospect view with a calendar to get their appoitnement,I havec 9 persons who are working with this tool. How can I see a calendar with the activityu of every body ?
Sending Email - problems with text appearance
Hello everybody, Since yesterday I have problems in sending email directly out of Zoho CRM. If I want to send an email, somehow it does not load the text/signature etc... It stay blank. What the cause? Regards, Phil
Share problems for Professional Subscription
I have 2 roles role A and role B on the same level I did what the guide says in creating group in every combination possible and "Assistant VP" could not share "VP Fly executive" Leads. I do not have " Data sharing Rules" because I have the professional edition. I even put both persons in the same role, activated share with people in the same role and still one user could not see other user leads. I'm in the initial stages of implementation, but is really important to get this right. Simple
Quotes convert to sales order report
Can you create a report that shows whether quotes have been converted to sales order?
Related-to does not show all options
I have created a few custom modules and all but one of them appears on the "Related to" list in the Activities module. What have I done wrong? I cannot see any difference in the settings of each of the custom modules, in terms of related lists, lookups and so on. The Related-top drop-down in the Activities module simply refuses to show the latest custom module I have created. Any ideas why? There are 8 options in the drop-down menu and I want the 9th one added...!
Update Products in Invoice using Custom Function, API or zoho.crm.updateRecord?
Hi, I have some invoices which I want to update. I need to update the Product Lines. I can see how this is possible using the Request URL Method documented here> https://www.zoho.com/crm/help/api/updaterecords.html. However in the custom function I have tried to use the inbuilt function zoho.crm.updateRecord. Howver it would appear that the function zoho.crm.updateRecord can only handled Key Value Pairs and not the nested pairs that would be required for adding Product Lines. Can you confirm my
Automated Workflow Emails Do Not Show All Recipients
I have set up several automation rules that email various people when events occur. For example, when a sales order is approved by management, an approval email automatically goes out to accounting, the sales rep, and the warehouse. However, each recipient is emailed separately, so they don't know what parties have received the same emails. This causes redundant emails to be forwarded as people don't know who received the same email. Am I missing something, or is it impossible to set up recipients
If Record Exists Function
Is there a quick and easy way to see if a record exists in a module in CRM. I am writing some custom functions in CRM and have introduced some error checking. Part of the error checking is to check related records exist (i.e. have not been deleted.) What I am looking to do is If Record Does NOT Exists in Leads using ID 123456 then I write to an error field in my system. Just thought I would enquire to see if anyone knows a quick and easy way to check the existence of records by ID? Any hep appreciated.
Field Name with Space in Custom Function
With your colleagues help I was able work with custom function, but there's problem when I tried to modify the code myself, it doesn't work, and I found out that when the field name is with space in between, it will not react, please advise how to overcome this. It's not the problem of the function itself as the function works when the destination field is a single word. Field name that works : "Debit" Field name that does not work : "Debit Note" <<<< there's a space in between I tried "Debit
We would like the ability to force a specific order quantity for Product
when a standard user add a product in sales order (Module), they should only be able to add product in quantities of “25” or “50”. They should not be able to type in any number they want
get json for already available auth tokens
Hi, Is there any way to get already available auth tokens using Zoho CRM API methods.
visitas de vendedores
buenos días, como soy nuevo quiero preguntar si hay una lista de visitas realizadas por cada vendedor y previsión de futuras visitas? seria de gran utilidad
Missing Shortcuts
I noticed this morning that all the links on contacts and leads to things like telephone calls, meetings and sending mail have all disappeard, what has happened?
Can i get a refund ? how to make refund ?
i pay 12 month for Zoho CRM, but speed very slowly. we can not work with this. Now we want to get refund and cancel it. please let us know it how to do next step?
When I convert a lead, the account dissapear and the lead dissapear. The data is missing.
The lead has customs fields and and the whole form is modified. The account form was also modified and all the new fields were mapped among them. The data is uploaded in bulk to the leads. When I try to convert a lead into an account, the lead dissapear, but doesn´t get converted into an account. The data is just missing. I hope someone can help us, thanks.
Tracking Referrals in CRM
Hello, We are trying to refine our referral tracking and report process in the CRM. We are tracking both given and received referrals and some of them translate into leads, others do not. How have other people tracked this?
Trigger automatic response email when inserting lead via API
Hello, I am currently adding new leads into Zoho CRM via API as outlined on https://www.zoho.com/crm/help/api/insertrecords.html, which works fine. However I would like to also trigger an automatic response email. Although I have configured the form to do so and set up filters accordingly, Zoho CRM never seems to send out any response email because the event does not appear to be triggered. Could you please advise on how to proceed? Is this even a possibility while using the API? I cannot use the
In Zoho can I change account back to a lead ? Thanks
I have imported many contact from ACT and there was no way to separate them as leads. Is there a way that I can change account is ACT back to a lead in zoho ?
Having Trouble with email integration
I have the professional level and the campaigns. I want to simply send an email to some leads and keep track but can't see how to link up. we traditionally have used outlook so I need to set up to send emails from zoho to look like they are from our email address. I understand that the replies will return to outlook and that I will have to cut & paste to track in zoho. This is a nuisance though. I am not finding in zoho crm where to initiate a one time email to a lead?
Selecting leads in CRM by if opened in campaign
Is it possible to select leads (or contacts) within CRM that have been synced to Campaigns and that were opened in an email campaign? I want to prioritize these leads for a warm call while working within CRM.
Delete Potential
Cant delete contacts, or potential business... ?? its like the delete button is disable
Multiple seleccion list without default is selecting ALL values
Hi I created a multiple selection field on my Leads module, and I did not choose a Default value because we dont always need it. But when we create new Leads, ALL of the values get selected automatically, even if we don´t "fill" that field, we still get ALL of the options automaticaly for all of our leads. How can we avoid this???? it should be off automatically
Zoho Mail Add-on Configuration
Configuration instructions say: Click Setup > Personal Settings > Email Settings > POP3 (Zoho Mail). However, when I click on personal settings, I do not see an option for email settings. Can you do a screen shot to show me how to find it? Many thanks, SSB
New Project from CRM
When creating a new project from the Opportunity of the CRM module there is not an option to add the project to the Projects predefined Project Group in Projects. This feature is available when creating a new project in projects. The lack of this feature put the newly created project from CRM into the Ungrouped projects category. It is then necessary to go to projects and edit the project and assign it to the correct group. Otherwise the project is created in projects and then associated to the opportunity.
workflow for vacation rentals.
I want to manage vacation rentals using vrbo. I need help with how my workflow should go. Should I book a rental as an a event? How can I assign that event to one particular property (was accounts tab).
Picking Domain from Contact Email
Hi, I would like to ask how it can be done to automatically to read from Email (e.g. 123@abc.com) the domain (in this case "abc.com") and place in a new field. I believe a new custom field using a formula (prop. using Substring is the best, but I have not a fix number when it should start/end reading as you could have 123@abcdefg.org or different). Can you help please? Thanks Ben
Using First Name or Nickname in mentions
Wondering if you could add the possibility to use the first name only or a nickname on the mentions in the notes? Having to search for formal name but even more displaying full names in comments doesn't work that well from a reading view.
Sync with Microsoft Exchange and Outlook for Mac
I have a Mac and email through outlook 2011 running on the exchange 365 platform. I also have an iPhone and iPad. Is there a way to set it up so everything would sync together. Can you sync through exchange since the only add-on is for outlook for a PC? I just want to be able to add a contact on my iPhone and it syncs to outlook and Zoho. And I want to be able to send all my emails through outlook, etc. Let me know. Thanks!
Syncing mac > outlook > exchange local folder > tasks/calender/contacts with CRM
Hello All... Is there any way to sync items from my mac > outlook > 'exchange local folders' > event / task / contact items? From what I can tell when you use the mac plugin to sync items (and config the plugin's settings) these actions are only valid and then only sync the outlook > 'my computer' folder ?? This is a shame and I have to say makes the plugin a little pointless (other than the posting emails into the CRM feature) as outlook is a 'server client' and the main benefit to business
Gmail and CRM - Entering Information Directly to CRM from Gmail
I have some questions related to Gmail and Zoho CRM. ADDING CONTACTS TO CRM VIA THE GMAIL MESSAGE In gmail, I can see the "search zoho crm" at the end of the email. When I select "go" it finds the contact in the CRM. If that contact is not currently in the CRM, I have the option to add that contact. Issue: There is no Lookup option for the Account Name. I would like to be able to search the CRM accounts (as I am able to do normally in the CRM) and select the appropriate account for that contact,
Assigning more than one role to a user
Hi, I have a couple sales guys who work on more than one magazine at a time. How do I assign more than one role to them so that they can gain access to the data on two different magazines? Antony
Problem encountered while deleting the record from the CRM objects
Hi Team, In the "deleteRecords" API call if i pass an "id" value for an object, where in that object(e.g. Leads) that id is not present,still i'm getting a successful message saying that particular record with that id is deleted,whereas it should throw an error message saying id is not present??? can you please help me with this???
Unit Price vs List Price and their rolls in creating PO's
We are a distributor for many different manufactures and I am trying to figure out how to tailor the system to our company. Can I omit the need to put the list price on a PO? I figured the unit price would reflect the price on the PO and the list price would be the customers cost.
Price Books - List Price
Quick Question: In the price books tab, I have set up a few price books, each price book has a few products included in each. When I view a price book, it only shows unit price (column/list view). I have looked but cant seem to find the answer. How do you show list price and unit price for each price book in the list view. I have looked and there is no selection for this? Thanks
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