how to add/edit/replace new field in various modules in crm.
how to add/edit/replace new field in various modules in crm. I can see many fields which can be edited/replace/delete but some of them has no option.
how to read json data in zoho custom function
hello, We get the data from zoho creator through postUrl in zoho crm custom function . The data is coming in json . We store the data in variable now we do not know how to read json data in zoho crm custom function. we used getjson() funtion but it showing error; please let me know how to fixed it many of thanks,
Customization for the Quick Actions Lists
I love the "Quick Actions" Feature in the different modules. However, to make it the most useful I believe that users should be able to customize which actions are included on the list for each module. For example, there is no Quick Action to "Log A Call" in the Potentials module. Logging calls is one of the most common activities in ZCRM. I am sure that other users may want to have quick actions such as "Add a Product" or "Open A Case" from other modules. Can the development team please either
Email routing
I am sending email through CRM, but what about inbound emails (replies and new)? I want a record of ALL emails per contact, account. Possible? Thanks and have a great day!! Brett
Linking Xero Invoices into Zoho?
Is there a better way to do this? I have currently set up Zapier however I am not getting all the information copied across correctly, invoice lines, totals etc... Appreciate any help!
Email Invitations Not Arriving
Hi, We just signed up for a new account and none of the email invitations I've sent out to my team have made it to their inbox (it's been about 4 hours now). I attempted to reach out to Zoho, but they FWD my email to another group. Any suggestions? Than you,
email invitations
I signed up to the zoho CRM and the email invitations are not reaching the inboxes, i have checked junk mail and spam and the email invitations could not be located. Your help in advance is appreciated.
How do I intergrate ZOHO Projects?
Id like to try ZOHO project management, we are a small company and we are in need of PM services. Thanks.
Error message adding CEO to CRM
I am the Super Admin and just set up our companies account. I added 4 people. Two have successfully been added to CRM, one has not responded to his email yet, but the last person, our CEO, is getting the following email: Since you are already a part of SecuritiNet's CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete SecuritiNet's CRM account. You can refer this help document to know
NOT ABLE TO EMAIL DIRECT FROM INSIDE ZOHOCRM? THAT CAN'T BE RIGHT?????
I set up a pop3 account. Shouldnt I be able to click on an email inside ZohoCRM and send it to that contact? Instead it opens up my gmail client and wants me to send it through there??? Please advise. I am trialing the software..but if I cant get a simple thing like that to work, will have to pass. Should be automatical and intuitive once Ive set up the POP3 successfully,, which Ive done. Any help would be appreciated as Ive already sent 2 emails to the person who first welcomed me to Zoho and
Auto number field specific to account
I would like to generate an auto number for each potential created for an account so we have a contiguous project number. i.e. account 12345 project 001, 002 ,003 etc. Unable to discover a way to achieve this - any suggestions welcome. Tony
How do I link products to campaigns?
Hello all, I have a selection of products that I want to link to campaigns to demonstrate revenue etc. against particular product areas of the business. Any insight into how to do this would be greatly appreciated. This could be set up for once the campaign has been built and then links directly through to the product page. As long as I can get the two to work in tandem I will be happy! Thanks, Lee
List View of Appointments?
I currently use the below format for recording customer visits and our sales person visits - (names are omitted). I've come to the point that we are getting more and more repeat visits, but I would need to keep changing the above information each time an appointment is made in addition to adding the information in a note. I would like to know if there is a better way to have some sort of list format so I can see how many appointments and how often and who attended etc either showing on the account
User Invite
Hello, I've created multiple user accounts and none have received an invite. I've tried re-sending the invite without success. Thanks, Christian.
Canned Email Templates stopped working
My template email responses have stopped working. For example, I have an after sales follow-up email I send all won potentials but when I choose "Send email" from Activities and choose "add Template" the list of templates looks grayed out and only the subject line of the chosen template is populated into the email - no content.
Adding a user
I'm trying to add a new user and it said her email was already taken. How do I resolve this so I can add her with her email address?
Attachments missing on quotes
We send out our quotes and the attachments are not there, we have experienced this on two zoho crm's for two separate companies
"Standard" user cant see leads imported into CRM
I have imported all my leads into the crm but my sales rep can't see them. He has the "standard" profile and I have checked the permissions, which is set to view, edit, delete, etc leads. So why can he not see them?
E-Mail Templates no longer accepting custom formating
Hi, Today I wanted to modify a CRM E-Mail template which we have used for a while. I inserted the new HTML Code, preview, all is fine. Save the template. When recalling the template in a E-Mail, all the formatting was gone. I checked the template that all the formatting info was gone. This is the code I initially entered: <span style='font-family:"Helvetica Neue", Helvetica, sans-serif; font-size: 17px; font-weight:300; color:#444444; line-height:22px; word-wrap: break-word; -webkit-nbsp-mode: space;
How can I use Zoho´s CRM to manage my seminars/events
Hello, I organize seminars for doctors, and per person I also manage their transportation and hotel accomodations. I have a small (for now) database to whom I promote my seminars, right now I am working with jotform for my registration forms and getresponse as my autoresponder to send out promotions and followups once a person does register to a seminar, but I have to do a campaign for each seminar and it is getting hard to keep track who has been to which seminar and this is very important to know
Report for 'My activities this month' showing incorrect data
Hi there, We have created a report for all users to run which should show their activities for the month. The criteria in the image below is what we have used, but the report is showing incorrect information when you run it. For example, one colleague is seeing tasks for contacts that he is not even the owner for. Please advise if the criteria needs to be changed or if there is a reason why the report isn't running correctly... Thanks.
Multiple products in inventory template using tbody tag
Several people have asked over the years about how to implement the <tbody id="lineItem"> tag in the inventory template so that it will iteratively produce all of the products and services in a Quote template. But none of these answers has actually shown how to do it. It would be great if someone could show some code with a sample of how to actually do this. So here's an example: I have a Quote for several subscription services, and this is what I put in the Inventory template: <tbody Id="lineItem">
Reports criteria - advanced filters, can these have a lookup function?
I have created a report that users can run to see all the Contacts at a Company (Account). Is it possible to make the field where they enter the Account name a lookup so the company name will appear when the user starts typing? At the moment you have to type in the exact Account name as text which means results aren't always accurate. Please see attached snapshot to see the area I am talking about for clarification. Thanks.
Create contact for more than one account
Hello My name is Peter, and I'm new with zoho api. When i create new contact and this contact exist, how to create relation with new account? Thank you. I hope to fast response. Peter
click to call skype?
When I click on the phone icon (skype) to call a contact in zoho it opens up my skype and tries to make a call but disables because it thinks the call is going to another country or the wrong # or something.. Can I make skype calls using zoho? I'm using the lastest skype update. What is a fix?
Deactivate/Delete
If I understand correctly, deactivating a user keeps them in the company's CRM but does not use up a license while deleting them removes them from a company's CRM completely. Is this correct? When a user is deactivated/deleted, what happens to their comments and e-mails associated with leads and accounts? Thanks.
Can't create custom field?
I do not appear to be over my limit for custom fields, but I'm not allowed to create one. Am I doing something wrong? The field looks like it's outlined in blue and I can't click on it to add a field name.
New user - Role picklist not appearing
Hi, I new to Zoho CRm. I'm set-up as an admin and have created one user but when I try adding another user, the picklist for role does not appear when I click on the related icon. Please could you help. Thanks!
Bill Import
Hello, I created a custom Module for my Bills. When I try to import more than one bill in the same file, the system detect just the first line. When I import one by one It works OK. How can I import all my bills in one file? Thanks, Rodrigo.
How do I edit the phone number pre-ample "+", it conflicts with autodial in Skype
When we make a phone call from Skype ... Zoho adds a + as a preamble to the phone number and the call fails. How can we prevent or modify this setting in Zoho?
Cofiguring Zoho for an Insurance Brokerage
Hi all, im pretty new to Zoho and would appreciate some help. Im trying to configure the modules so that i can use the CRM for my brokerage, how do i set up renewal reminders? Insurances are taken out on an annual basis and i need a facility that reminds us who is due for renewal. Thanks in advance for your help.
Error exporting to CSV
When I attempt to export a custom report to csv. nothing happens. When I view activity in Firebug, this error is reported: TypeError: n is null ...(e,t){var n=document.getElementById(e);n.style.display=void 0==t?"block":t}funct... Any idea what might be wrong? - R
Purchase Orders Not Sending
Purchase Orders displaying as sent, however not successfully being received by intended recipient - HELP!
No notification or e-mail reminder send
Hello I have been having some trouble with Zoho CRM. When I make a task and want a reminder on email, I don’t get a notification on e-mail. Furthermore, I don’t get notifications of any updates in the systems, if one of my co-workers are making new leads etc. At the same time my co-workers gets notifications and e-mail reminders when they do the tasks for themselves. But if I make the task for them, they don’t get either.
Can we export the records that were not imported during an import session?
Let's say - I tried to import 10,000 records. 7000 got imported. 3000 didnt get imported because the mandatory fields were missing in them. Can I export those 3000 separately so that I can work on it and re-import? I was told at the CRM workshop that you can export it! In my import history, I can see "export" in one of the activities but not the one I want to export. I used live chat and talked to a brilliant CRM support person who not only understands English but also doesn't know CRM. He basically
CRM for Fitness Club
We're using zoho CRM to manage memberships for a fitness company. We'd like to track which fitness classes our members attend, and then follow them up if they stop coming. Any ideas on how to do this? Cheers.
Lead Source
I want to retain the Lead Source information when I convert a Lead to an Account. How can I retain this information on the Account view?
Chat
Is there a chat feature for Zoho CRM and if so, how can i access it?
Contact list options from lookup field
I have a number of lookup fields in my Potential records, and I'd like to restrict the contact lists that pop up when I access those lookup fields. Currently, I need to attach the name of an Auditor to an organization's record, but in the Auditor lookup field, I get the default list which is contacts associated with that organization or "All Contacts." Is it possible to create a default list by field that would show me a list of contacts who have been identified as Auditors? Similarly, when assigning
Copy custom state field to standart state field in Leads
Hi, I have created a picklist of all the states in India, I want it to be copied to the standard State field (Which is hidden). I am new in Zoho, Can anyone help me doing it? Thanks in advance.
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