webhooks URL Parameters not being sent
I have setup a webhook to call my own web API. I am seeing the requests on the server but the URL parameters are not appearing. I have tested my API using a test tool and the parameters are appearing in the request. I have tried entity parameters : Parameters in Standard Format, Parameters in the User Defined Format, and Custom Parameters, and none appear in the logs of my server.
Create an event from task result
I want to know if its possible to create an event automatically: I have a date field in my task (Next Appointment) and when the task is turn to completed and the Next Appointment field is not empty. I want to create an event on that date. Thanks
Attaching emails to anything
Please allow the ability to attach emails within the email tab to any record INCLUDING cases.
Api Method InsertRecords on Quotes Module get Error 4500: Problem occured while processing the request
Hi I'm trying to insert a new Quote record using the insertrecord method as described on https://www.zoho.com/crm/help/api/insertrecords.html#Quotes url: https://crm.zoho.com/crm/private/xml/Quotes/insertRecords ?authtoken=AUTHCODEHERE&scope=crmapi&newFormat=1&duplicateCheck=2&version=4&wfTrigger=false XMLDATA as POST is: <Quotes> <row no="1"> <FL val="Subject">prueba techdev</FL> <FL val="Due Date">2015-08-08</FL> <FL val="Sub Total">100.0</FL> <FL val="Tax">0.0</FL> <FL val="Adjustment">0.0</FL>
Zoho CRM to excel link
Hi, My problem is that we have a number of people who export a reports weekly in Zoho CRM and use Microsoft Excel to clean up the report say for example some of the fields that have free form text. What I was wondering is if there is anyway to have a link in Excel so that instead of having to clean up the same records every week is there a way to automate the clean information back from excel into zoho crm?
Inventory template 32000 characters
I'm doing an inventory template, I have just been given an error that I'm only allowed 32000 characters, fair enough, but I copied my templale into word and did a character count, My characters are less than 4000, no where near 32000, Whats going on?
Home Page Module Layout
How do you modify the module layout on the home page?
No email settings link???!!!
In Zoho CRM, trying to link email and pop.... in video tutorial it explains "the first thing you need to do is click on "settings" and click on "email settings". However no such "email settings" link shows anywhere. I know it is supposed to be under Personal Settings.... but it is not there. What am I missing? I can send emails directly from a Contact or Lead (via my Gmail), but if they respond it just goes to my Gmail inbox, and any thread is not documented or linked in Zoho CRM. Help?
Outlook Email from Acitivity
Hello, currently when we click on a contact's email it will open outlook. but if we click on the same email from an activity/task it will open the Zoho email. Is it possible to change this so it always goes through outlook? Thanks!
Is Zoho CRM experiencing some type outage or slow down?
It is completely unusable for me? I am getting this message when I try to click do stuff: Unable to connect to messaging server.Connecting in 2:20Try Now Let me know Thanks
Captcha not showing on IE11
Hi, The captcha on the form from Zoho is not working on IE 11, and just on IE11 because it's working okay on Chrome and FF. The captcha is not displaying (please refer to the attached file). I used the embedded code option from Zoho Web Form and insert it on my page in WP. Any help would be appreciated. Many thanks.
Mac Outlook 2014
Any plans to support this? I was told somewhere that ZOHO teams use MAC's, but yet it seems MAC's are last on the list of getting support. As more and more companies get sick of the PC down times, MAC is becoming a bigger player.
web to lead Captcha not working on IE
Hi, The captcha on the web to lead form is not working on IE 11, but appears to be fine on Chrome and mobile IOS. I used the </> Embedded code option from the Zoho Web Form in a Weebly Website creator. I didn't find any recent chat's on the topic, so any suggestions would be appreciated. Thanks
Captcha not working on Internet Explorer
The captcha does not display properly on Internet Explorer: http://hydecanyon.com/register/ Please advise asap
History of changes
Hello, friends! Here is a question: can I see the history of changes for fields in Zoho CRM? For example: I've created a contact with "Name" = "1", then my colleague changed name to "2", and then other colleague changed it to "3". Where can I see a history of changing field "Name" ? Kind regards, Roman
How do you get those v-cards from outlook to Zoho?
I have tried the suggested procedure with no success? Anybody has a pointer?
Some questions about Modules and Field Updates
HI guys, I have two questions I have created 2 extra modules but want to associate module 1 with module 2 exactly the same as the way contacts stick to accounts....is this possible??? My second question is I would like to make a rule if field 1 is updated then field 2 also needs to be updated or else the record cannot be saved, is this possible??
See all emails for account
We are looking for a way to see all the emails associated with an account. Ideally there are times when we want to attach an email at the account level not at the contact or potential, but I guess being able to view them all would be a good work around. Thoughts?
Can not select saved email templates
Hello, I just created an email, saved it as a template, it does appear in my Template folder in email. I go to my Leads screen and select people I want to mail, select several, click Send Mail, the Select Email Template screen appears, but nothing appears in the drop down list. How do I get Zoho to use the templates I've created?
seeing received emails
Hi, I've imported leaded into zoho from wufoo, using a CSV file. If I send an email to a lead,using the ( Godaddy) email account that is linked to my account, I can see the email in their record in the 'emails' section. However, if they send me an email, I cannot see that. I can only see what I sent. Is there a way to see received emails as well. Many Thanks for any answers.
Organising multiple contacts under a lead.
Hello, I'm implementing Zoho CRM for a company that calls people as part of marketing campaigns. Our workflow is as follows: We have companies that we want to contact and we have a database of multiple people working there that we want to contact. We want to keep track of our activities with each person individually. Right now, we've tried using a company as a lead, but Zoho CRM regards a lead as a person. How would I best implement our workflow in Zoho CRM without going "against" the design philosophy
Address autofill from Potentials to Quote
I can not find any work around that maps the address information from a potential to a quote or quote to a sales order. It seems I have to enter the information each time one of these is created from the other. Am I missing something, or is this really how the system works? Seems to me that leaves a lot of room for data entry error. That would be three separate times I would have to enter the information for one customer. Can I not create a quote from a potential?
Invalid Ticket ID on Each Custom Function I create
Whenever I execute any of my function It gives me Error of invalid Ticket ID. And the Same Code Is Working fine on my dieffrent Test Account. My Custom Function is : Contact=input.con.toString(); Res_var = zoho.crm.updateRecord("Contacts",Contact,{ ("Account Name") : "Student Debt Center" }); info Res_var; Please Assist me on This ASAP
Zoho Calendar mismatch with Zoho Feeds
Every time I create a calendar event on my Zoho CRM calendar, the event shows up in Feeds an hour before the time that it was set up on the calendar. The calendar and Activities show the correct time but Feeds is always an hour before. I tried the same thing with an all day event and it appeared 1 day before the event in Feeds. What is going on?
Outlook sent emails not adding to Zoho
I have the Outlook plugin installed and all settings set, but emails I send from Outlook are not being added to Zoho. Do I need to do anything special for this to work, e.g. send with special function, as I assumed just using Send button on email would work? Thanks, Chris
How To Change The Disposition Of Lead
How can you change the disposition of a "dead lead" that has no value? The goal is to be no longer populating in the "Open Leads" section.
Automating a 90 Day Follow Up Cycle
I run a business-to-client (B2C) business model. I would like to nurture my client relationships by calling my existing clients on the phone every 90 days from the date they become clients. How can I automate this?
Como cambio el crm en espanol?. how can i change the crm´s menu on spanish?
Buenos dias necesito cambiar el crm en espanol ya que mi personal no habla ingles? Goodmorning i would like to change the menu of crm in spanish, how can i do^. thanks sincerly Enrique
2 Tax boxes in product Details
When adding the products to a quote/SO/or invoice, there are two tax places: 1 per likne item and 1 overall. This is confusing for some - is there away to remove one of them if so required?
Email Issues/Observations
When you have the email integrated in to CRM, a few issues: 1. Writing an email then clicking on another module just goes to that module, losing the written response (if you hadn't sent it) (see point 2). This behavior does not happen when you click the Document module - a warning pops up. This should be the case for all interactions once writing an email. 2. Zoho mail (for that is what it is) in CRM does not auto-save drafts, like gmail. If the above is broken/does not work, then users will lose
BCC Dropbox to a Secondary Email
Hello, If I send an email to a lead or contact and the email in Zoho is listed as their secondary email address, I am not receiving the email history in the Zoho lead or contact. Can you tell me if BCC Dropbox can do this? If not, is there some other option other than creating multiple leads/contacts, one for each unique email address? Thanks, G
I imported the wrong column for phone number, what to do now?
HElp!
Record of a field change
It is possible to have a record of the old value when a certain field changes. In act the field was setup with history so if the price field changed you would have an audit trail of who, when and what the old value was.
Closing Open Activities
I have created some open activities and wanted to delete one of them. I click on the Del - and it shows 'Loading" in yellow, but nothing ever happens. What is the fastest way to delete an open activity - especially if we end up with a duplicate that needs deleting?
Sending Bulk Mail
Hi Zoho I am having problems sending 350 emails to our leads. We are on a Professional package and from what I have read we should be able to send this amount of emails in one go. However, yesterday when we tried to send we were stopped at 250. Are you able to advise why this may be the case? Regards Traxion Training
attendees are not included in CC information
Please see this video http://www.youtube.com/watch?v=K0r1tDoQLks In it you'll see that you cannot tell that other people are invited to the same event... this is POOR practice and needs to be fixed by using CC info or indication of who else has been invited. Dennis Daniels
Error Workflow - Call Custom Funtion
Dear Support, I have some trouble when deploy code custom funtion in workflow, although it's working normally on Monday. I think cause is module can't update field, I tested code but it's not error. I need finish it on this week, can you set up remote session on this week? Thursday (25/06) : 5 PM Firday (26/06) : 9 AM Firday (26/06) : 3 PM My Skype : hientam1207 Cellphone : 0908 833 144 Teamviewer : 605 402 329 / 6811
Lead related list to Product - created date of adding product
Hi All, Is there a way to get the date stamp of when a related list record (between Lead & Product) was added? I can see the dates the products were added/modified, but not when the lead had the product added to it. Thanks
uploading files
I have uploaded records from an excel spreadsheet. Most of them uploaded, but there are some that were 'skipped' for some reason. I am wanting to go look at the skipped ones, so I can get them uploaded. How do I see which ones were skipped?
CRM Search should also include Unapproved Leads
At present the CRM search is excellent and searches all the modules BUT it excludes UNAPPROVED items. This is not helpful since one needs to find a record and my UNAPPROVED list has more then 1500 records - how can I find such record without a search facility.
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