web form embed options
I don't see any other options for form embed codes for Wordpress. I loaded the displayed code and it does not work. Any help would be appreciated. I upgraded to the Professional version because it said not all were available in the free version but I still don't see any other options.
Changing superuser role to new user
I am currently the superuser on our organisation's account but am leaving the company. I need to hand over superuser rights to another employee before I leave. Can you please advise on how I can switch the superuser to the other staff member please?
Multiselect picklist reporting - confused.
Hi, We have a bit of an issue. We have a field which contains multiple values which are potential products. These are stored in a multiselect pick list, for example. > Product A > Product B > Product C > Product D These products are very specific and sometimes a customer is interested in A and B and not C and D. That said we need to run reports which filter the multiselect pick list, for example, we need to run a report that contains First Name, Last name and whether they were interested in Product
how do i set up to import custom fields from another CRM?
I need to create some fields which I use in another CRM which are not automatic in zoho. I'm sure that it is easy and self-apparent to everyone except me, but ... any help? Conrad
Reports module bug
I've generated a couple reports associated with the potentials module this week and its generating duplicate records in the report. The potentials have the same ID. Also there is records missing that I have triple checked fit the criteria. What's the problem?
contacts
How can i share contacts, accounts, leads.. etc, to another user of my company?
Automation of tasks from web form lead
I am looking to set the lead status and assign a task to a user when a lead is created from the web form. What workflow do I need to make that happen?
how can I attach an email to a lead?
I would like to keep track of every email i send or receive from each lead. How should I do this?
How to share leads?
I'm using a free version of Zoho as I'm testing it out for my company. I have my account as an admin and then I've set up another account in an non-admin role. I'm trying to figure out how I can share leads with this other account. I've follow the data sharing rules here (https://www.zoho.com/crm/help/security/data-sharing-rules.html) I can click Setup > User & Permissions but I don't see any option for "Data Sharing Settings " Any help is greatly appreciated!
Can't delete mobile number under User settings
For some reason, we cannot delete the mobile phone number under our User settings. When we delete it and choose Save, it gives a message of "updated successfully", but the mobile number stays in the field. We have tried this on numerous users, and have logged in and out a couple of times. Please advise. Jim 469-444-0180
Webhook Error - Zapier - ZohoCRM & Cudasign
ZohoCRM Enterprise and Zapier are not working together for an Instant Trigger. I have set up an automation rule & webhook for an instant trigger using Zapier to autosend a document template from Cudasign when a specific field is updated within ZohoCRM. Unfortunately, Zapier can only get an error response from Zoho after a few hours of spinning wheel (left it in working in the background). I have successfully set up other Zaps to this instance of Zoho and Cudasign that are based on NEW LEADS being
Zoho and Word Docs
The Documents tab within CRM royally messes up the formatting of Word documents, rending it nearly useless. Please, please make the two work better together. It is causing more problems than it's worth and is a huge waste of time to have to reformat documents simply because I'm trying to share them with my team.
Change the field value in Account Number
Greeting, I am trying to change the value from "Text" to "Auto Text" in the Accounts tab --> "Account Number" field. Any help would be appreciated. TIA, RMESA.
API Token with Limited Permissions?
I need is to create an API token with that can only add a new leads to the CRM. Other permissions such as View/Edit of any data should be denied when using this limited token. The API token would be used to add just a couple of leads each day to the CRM from emails. From what I can tell this is probably possible, but seems to require creation of a dedicated user, setting the limited permissions for this user, and then an API token from that user. The downside it seems is that this requires the purchase
Embed field data to Subject field.
Greetings, I am trying to set up the follow: I have a contact record open. On the right hand column I click on "Send Mail". Mail form pops up. Most header fields are populated (except Subject:) I would like to capture and embed the "Account Number" into the beginning of subject line of the email form. NOTE: the are 2 fields "Acct ID" and "Account Number". Example: SUBJECT: ENG-1002 - Leaving the space after the dash for me to add to the subject title. Hopefully this is possible.... Thanks in advance,
Automatically Assigned Tasks
Hi, i have several questions on the possibility to automatically assign tasks: 1.Is it possible to stop Sales Manager from moving the potential from one stage (ex. Qualification) to the next one unless he/she fills in certain fields, that we consider required for this stage? 2. Is it possible to automatically assign tasks to a potential when the deal stage changes - for example stage moved to "Proposal" and the system distributes tasks to the sales manager based on the rule that we have written?
How I can deactivate a "product" when convert a "sales orders" ?
Hi good day. How I can deactivate a "product" when convert a "sales orders" ? For other user does not choose the same product. I have tried in the section of workflows but I could not understand it. I hope you can help me:) Thank you
How to setup a custom field to select in my quotes
I would like to set up a custom search field to enter data in the quotes module. Is there an way to do this? I have attached a screenshot of another site on how I would like this to work.
Deleted calls report from the activty report
I have deleted calls activity report in the report tab how do I replace it?
Email is not showing up in Related Items list when organizing details for a record page
We setup IMAP email integration but the Email section is not showing up in the Related Items list when editing the Organize [module] Details settings window. Is there anyway to move the Email section to the top of the record details?
How do I allow Zoho to connect to any IP Address I'm logging in from?
I'm trying to use my Zoho CRM when I'm out and about and seems to have all of a sudden stop allowing me to log-in from IP addresses other than my office....
Mailing Labels
How do I change the "Print Mailing Label" template to a 30 to a page document using Avery 5160 labels?
Lost Invoices module in Zoho CRM
Hi, Our company was using Zoho CRM with Invoices module incorporated in it. After some research we tried to implement better Zoho CRM plan. We went through the trial period, did not decided to go for it, and after reverting to previous plan we have found out that some of our modules don't exist any more. What happened and, of course, how can we get the Invoice module back in our Zoho CRM. Regards,
Can I add some code to a Contact Form 7 form to push the field data to Zoho CRM?
Hi, There has got to be some way to push the field data from any form to Zoho CRM. I have Contact Form 7 and i was evaluating another CRM and they provide some code to push data to their CRM For example <html> <head> <script type="text/javascript" src="http://www.MyCRMLogin.com/login.js"></script> </head> <body onload='lm_InitWebForm()'> <form name='frm' method='post' onSubmit="return lm_SubmitWebForm()"> <input type='hidden' name="lm_CompanyID" value="15106"> <input type='hidden' name="lm_FormID"
Calculate totals in a loop
Hi, I am looping through related records and trying to calculate a total for a certain field. I copied the example from https://www.zoho.com/crm/help/automation/custom-functions-programming.html which is basically as below: total = 0.0 ; for each rec in resp { total = (total + (rec.get("Amount")).toDecimal()) ; } When I run this on my CRM I get the following error: "Error evaluating NUMERIC expression :". That is all I get and I know it occurs on that line. My "Amount" field is type Currency.
When can we expect a plugin for Outlook 2010?
Subject says it all.
Insufficient Privileges error on using Open in new tab and reports - No access changes made
This just started happening yesterday - there are functions that are giving us a Insufficient Privileges error. 1.) Open via right click open in new tab - will no longer open the contact record it throws an error message. 2.) Export of reports = same screen - Insufficient Privileges. No changes have been made to settings - Chrome is up to date and cleared cache this is still an issue. Any suggestions? Leah Edwards
¿Cómo puedo organizar mejor la plantilla de inventario?
Estoy personalizando la plantilla de inventario con los Datos y la forma de Trabajo de mi empresa, Pero al exportarla en formato PDF Queda muy desordenada LA INFORMACIÓN, Como se ve en el archivo adjunto. Los elemento de precio y amount se Mueven si el nombre del Producto es muy largo o muy corto. El texto no ordenado Qaeda. Espero su pronta Respuesta párr Poder una organizadora LA INFORMACIÓN. Saludos, Daniela Reyes Gajardo
Share Records with Groups
how can i set up the crm to share records within the groups only? ie. users in group 1 can only see records in group 1? I tried following <https://www.zoho.com/crm/help/security/create-groups.html#Share_Records_with_Groups> and tried to set up data sharing rules. However, I get an error saying I need to upgrade from Professional to Enterprise. What am I doing wrong?
Issue on Zoho CRM using Mozilla Firefox rev 40.0
Dear All, I downloaded and set up the last version of Mozilla Firefox, however, I'm currently knowing a tricky issue in Zoho CRM, and this issue doesn't longer appear when I'm using Zoho CRM with Google Chrome. The problem is that, when I'm currently navigating under Mozilla, this is impossible for me to send an email in using the template email, or either, the template email appears partially, with absence of signature for instance. Although the signature shall appear as default. I activated all
All my clients are individuals, should I use 'accounts' or just 'contacts'?
Hi everyone, I'm new to Zoho CRM, I'm an insurance agent. all my clients are individual persons, not companies. should I just use 'contacts' and forget about 'accounts'? Thanks, Howard
Customize Call Box
Good day, I am working for a Call Center, as you understand the Call section y very important for teh company. I have just seen that it is not posible to customize this par of the CRM. Do you plan to make it customizable? If so, do you have a timeline? Thanks for your answer.
Go Integrator
Has anyone used go integrator with Zoho before? If so, what has your experience been?
Categorizing per industry
Hi, I was wondering if there is a way to categorize my leads/contacts into sub groups? For example, I have my leads under the leads tab - is there a way to make a 'sub' tab under LEADS that would allow me to keep my contacts under the LEAD tab but within a sub tab?
modules customizing unavailables
Hi, I need to create custom modules and custom fields but its not available like in the manual. Can you help me? Thanks! https://www.zoho.com/crm/help/customization/module-builder.html#Create_Custom_Modules
Customer field from Contact modula
hi is there a way to autoshow the data fm custom made field in contact or account when goes into sales as there are info that is necessary to read in sales that base in contact account, just like address which can auto generate when issuing sales contract.
Help! "From" format on emails
I noticed that the "from" line on emails no longer is just the name@website.com... Why is it now read "on behalf of"??? it's also very,very long... It gives the appearance of SPAM in my opinion. How do I change it back to just my email address only? Thanks! Example: first.last=site.com@sender.zohocrm.com; on behalf of; first.last <myname@site.com>
Can you demote a contact to a lead?
I mistakenly entered some of my contacts into zoho directly into contact, I did this before understanding the flow, How I wish to demote some of my contacts to leads. Can I do that?
Deleting Prices from Price Books
We have a lot of inactive and now obsolete products that are cluttering up our extensive price book. When i try and delete these is saying that they are: Sorry you cannot delete the product As the product is involved in the inventory modules ( Quotes/Sales Order/Purchase Order/Invoice), it cannot be deleted. Surely there is a way to get rid of these.
Why is one user missing fields in the contacts module?
Hi, One of our users isn't able to see certain fields in the contacts module. For example, we have a field called Phone where users need to be able to enter phone numbers and this user is missing that field completely. There are about four other fields that he also cannot see on his screen. Please help as this user will be adding contacts and therefore needs to be able to enter these important details! Thanks.
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