Notes from Cases are not visible under the account
Hi, We are extensively using Potentials and Cases connected with accounts my question is why the notes on potentials are displayed under Account notes and notes from Cases not ? Best regards Tomaz
update empty record of a lead by api
Hi I'm trying to update the broker's name field that the lead is sent to. when I'm creating the lead there is no broker so the field is exist but stays empty. now when I'm trying to update him by update-record post request its stays empty! (when I try to update a field with content it updates him so I guess the problem is with empty fields). also- how can I get the lead id? I'm trying with static id that I found and making tests on it. ************************ Example: https://crm.zoho.com/crm/private/xml/Leads/updateRecords?authtoken=3XXXXXXX&scope=crmapi&id=1XXXXXXXX7&xmlData=<Leads><row
Zoho insertRecord API doesn't handle duplicateCheck=2 properly if request contains multiple items
I noticed that when I insert a multi-record request to the insertRecord api method with duplicateCheck=2 , that the behaviour of the request (as in if it will update or insert) is determined by the first record. If the first record exists then it simply updates the first record and the rest of the records are not created since it cannot find them in the zoho database to update. If the first record doesn't exist, it simply inserts all records regardless if there is already a duplicate record present.
Unable to see campaigns and emails
Hi, One of my staff members uses Gmail for his email. He has integrated it in with Zoho Crm. Recently, We had a security issue and we issues 2 Factor Authentication on all of our gmail accounts. Since this change, we aren't seeing any emails in the lead record. We have generated a new application password on google but the emails still aren't showing up. Any suggestions?
How to get the all child records at a time per module using developer api?
I am having 16000 leads and for each lead i mapped 3 childs. To get the child records we need to pass parent id(Lead id). per 1 lead i have 3 childs so, I need to made 3 api requests. per 16000 leads * 3 = 48000 api requests. So it leads my regular api request limit. Is there any possibility to reduce the api requests to get the child records? If possible please provide me a solution.
Avatar syncing from google contacts
Hi all, I'm new to Zoho CRM and trying to get it all setup and working for my business. One thing i find very important is getting avatars from social media into my CRM. Personally i think this is a feature Zoho has to have from itself since a lot of simpler CRM's already provide this. But for now it will do with my Google Apps Contacts sync. I got it all synced up, but i notice that the contact with avatar in my Google Contect do not have a avatar in in Zoho. How can i achieve this?
Custom Module - dependency between Account and Contact
We'd like to record key Interactions so they are elevated above the general day to day clutter of tasks etc. This will help us to manage our relationships with our customers. An interaction will take place between one of our team and our customer (Contact and Account). I'd like to be able to specify the Contact and have the system populate the Account or Vendor from the Contact so that they show up in the Account or Vendor related lists. I can't find a way to do this. Is it possible? By adding both
Error with Social Network Features
Dear Support Currently, I can't work with Social Network feature of Zoho CRM . It's just show "Loading" icon while I connect to Leads profile and I can't Click "Add Button" of Tab Unknown on Social Module. Is it have problem with your system or my account? One week before, I still working normally. I have created new account (trial) to test Social Network features in CRM but It's just same error.
EMAIL SIGNATURE NOT SHOWING UP!?
Is this happening to anyone else? All of a sudden my signature is not showing up anywhere and none of my setting have been changed?
Can't view "created date" in Closed Activities
Hi, Under Closed Activities, as of last week, I used to see the "created date" or "last contact" date and now there is nothing there, it is empty. How do I add these fields in my view? Does the admin need to do it? and if so, how?
Insert records into Zoho CRM module using JSON
Hi I started using ZOHO CRM API. It is mentioned in the API that records can be inserted using the below url in xml format https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data But I want to insert records in Json format and I am using Java. Can anyone tell me how can I achieve this? Thanks in advance
Workflow rule for when an account is deleted?
Is there a way to have CRM send out an email when an account is deleted? I'm not sure what criteria, if possible, is available to make this happen. Thanks!
ZCRM Date Time Input Changes
29 days ago I wrote the note below note about changes to data and time selection. The change introduced more "clicks" in our user workload but they could still enter a customer time. However, today, my users are very distressed because the only time options available are 30 minute increments and this is a serious problem for us. We write thousands of Sales Order per year, with precise delivery time instructions, i.e. Delivery 11:20 AM etc. But now we can only chose 11:30 AM - which is 10 minutes
Enhance Spanish translation
Dear team, I have been requested this by several customers. Would it be possible to change Spanish translation for some pieces in Zoho CRM. Nuevo Cuenta => Nueva Cuenta Todos los Cuentas => Todas las Cuentas Nuevo Oportunidad => Nueva Oportunidad Todos los Oportunidades => Todas las Oportunidades Nuevo Factura => Nueva Factura Nuevo Campaña => Nueva Campaña Todos los Campañas => Todas las Campañas As you are probably aware there are "genders" for nouns in different languages. The items mentioned
Show Vendor Field in Potential
When we setup a vendor we allocate them to a product manager group. Example we would have Cisco as vendor and Networking as PM Group. this is setup in vendors. In a potential we pull up the related vendor (ie: Cisco) and would like to automatically pull up the PM Group in the Potential.
Lead description will not map to a Contact Description field.
Dear Zoho support, Just wondering why I can't map the Lead description field to the contact description field. It will let me map to the Account description and the Potential description field but not the contacts description field. I did notice that the Lead description field type is : Text Area ( Large ) The Contact description field type is: Text Area ( Small ) The Account description field type is: Text Area ( Large ) The Potential description field type is: Text Area ( Large ) The Description
Web to Lead Form With Two Different Free Reports
I have two web to lead forms set up to receive leads' information and send them free reports. Each form is on a different landing page, and each subject is different. I want to capture the leads AND know which lead is associated with which subject (free report). All I see now in the notification to me (lead owner) is the form information: First Name, Last Name, and Email address. How do I indicate which report the lead received? Thanks!
How to resend welcome email?
The link in the welcome email is only active for seven days. If they user doens not activate their account within that time how do I generate a new link? Thanks Neil
'Company name' not uploading from CSV file
Hi, I have just tried to upload a CSV file with some new contacts and everything has uploaded fine, apart from the Company name which is missing. This should have worked as next to the Company ID field in the upload I selected the Company name from the file. I have done this twice to be sure and it has still not filled in the company name. Please advise on how to fix this without manually having to go through and editing?
Inventory Template and adding staff information
I'm excited about the prospect of using the Inventory Template in conjunction with the Quotes module. I've figured out how to add a variety of services/products, but now I would like to add information about the staff who will be detailed to a project. I have all of my staff in the system as contacts with their bios in the description field. So I'd like to be able to add a subset of them to the quote much like services are added to the quote. Then, using the tbody loop, iterate across the staff
Need of Open Source CRM Solutions for Business
Open source technology services offers development of wide range of business solutions based on this technology that help in management process and also promote growth of company.
has anyone attended a CRM Workshop?
If so, how did you like it? RS
Best Open Source E-Commerce Solution, and best Paid E-Commerce Solution for integration with Zoho CRM
We're looking into creating an online store for our business, and are wondering which e-commerce solution is best fit for integration with Zoho CRM. Thanks
Locking Data Once Entered
We are having some tracking issues in our office. Due to a bonus program that one of our departments has, we have noticed they are claiming clients that we already had that came back through their department. We are trying to see if there is a way to lock data once it has been entered. We want everyone to be able to make the initial entry but then not be able to modify it. Here is an example of our custom form and what we are wanting.
Zoho CRM and Zoho Invoice - sales data in CRM
Current setup: - business: we sell nutritional supplements; a regular customer buys once at least every 90 days if he consumes the products as indicated - Zoho Invoice: used to make the invoices and manage receivables - Zoho CRM: used for recording customer contacts, mailings and establish rules - both are integrated and I can see invoices in Zoho CRM and contacts / accounts created in any of both systems is synchronized Required data in CRM: - date of last invoice - sales amount for the last x days
Send Email without Attachment
Recently we have encounter problem with the "SEND EMAIL" function when sending PO / Sales Order. almost half the mail we send from the "SEND MAIL" function is WITHOUT attachment and it would be a real problem if it keeps on happening. Can you please look into the issue. Thank you.
Integrate own API / Web Serive with CRM
Hi, I have one web service that I want to integrate with the CRM, so that whenever I add new lead It will send a call to my Web service and get result back and save in leads. If there is any way please let me know. Thanks
Can I link a Creator record to a specific CRM Contact?
New to Zoho and really like it. So far it is fitting my needs but I am wondering if it is possible to link a specific Creator record (or completed form, not sure of the proper termonology) to a CRM account? For instance if I fill out a Creator form and one of my fields is "Account" from which I have a link to select from my CRM Accounts is there a way to then go into CRM and see that record from Creator?
How to automate a series of emails to be sent to a lead, one every few days?
I'm interested in automating a series of emails to be sent every 4 or 5 days after the creation of the lead. Is there any way to do that without manual intervention? Here's the situation -- when we get a new lead, we send an email requesting some information. If we don't hear back from the lead, then we want to send a second email 4 days later. If we DO hear back from the lead, we do NOT want to send the 2nd email. Is there a way for me to set this up?
Can I delete all the Notes associated with all the companies on Zoho?
Hi there, When we transferred over from our previous CRM system, we added all of our previous emails associated with that CRM to the Notes section on Contacts and Companies. However, we would now like to remove all of the notes from Companies and leave them linked to the individual contacts only. Is there a quick way of doing this?
Email accounts based on a custom field
Hi, We have a custom field, a check box for accounts. Is it possible to email all accounts that the custom field's check box is selected? Thanks.
Sync'ing Outlook and Zoho - email
All, I am evaluating Zoho professional, with a key need being Outlook integration. I followed the instructions for downloading and installing the Outlook plugin and had no issues. I created a dummy contact in Zoho, using an email address I can access
Is it possible to have volumes, prices, revenues ... per added product in a potential?
In a potential you can currently add several products. Is there a way to link the expected volume and revenue per product? This feature is supposed to look like the line items per product in the quote. Thanks! Geert
How do I upload a file to campaigns?
Hello all, I want to upload supporting documentation and purchase orders to campaigns when they are closed but I cannot find the functionality to do this at the current time. I know this can be done in other CRM systems. Any information or demo links to show me how to do this would be greatly appreciated. Many thanks, Lee
viewing Callbacks
Hello Group, How do I view my scheduled callbacks with zoho crm?
Zoho CRM not responding since 3pm GMT
Hi, Is there an issue with CRM at the moment? I cannot access it since 3pm this afternoon, just getting 'Please wait'. Many thanks, Dave
Quickest way to show contacts at a company?
Hi, This might sound a bit basic, but when typing in a company name in to the search bar in Zoho CRM, it only brings up a few of the contacts for each company - not all of them. You then have to either go in to the Companies Module and select the company and then look up the contacts or run a report - both of which are much more time consuming than simply being shown all of the contacts in the first place when searching. Have you got any idea how to make this work more more efficiently or am I doing
impersonate option
It would be great to have the ability to impersonate a user in order to test various restrictions/ views etc. WITHOUT having to get their login credentials
old zoho email linked to my new zoho crm please help !
Hi there, I have just changed jobs but am using the same laptop. My old job used zoho email but not a zoho crm. As part of my new job I am setting up a zoho crm. However my old email address is linked to the new zoho crm that I have set up. I tried to go in to the Accounts section to change it to my gmail address but it wont let me. It keeps saying invalid current password. I went to my gmail and changed the password and tried again but it keeps saying invalid current password. Please help ! :)
Create enterprise with same address when importing a contact?
Hi, when I import a contact it automatically creates a new enterprise if it doesn't already exist. So far so good. Why is it that the enterprise is created without address info, while this info is available in the newly created contact? Thanks
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