Cannot delete file from documents area
I cannot find a way to delete an old file from the document area in CRM. I'm the super administrator and I can't do it! Help!
Recurring task
Hi, How can I find all recurring tasks in order to expand those the their recurring is going to end soon (or already was ended)? TIA, Lior
Dependent field access api
Hi I have created a custom field (picklist) named Priority in zoho crm. I have made this Priority field as dependent to Lead Status. Now I want to fetch values of Lead Status and Priority together(lead status with correspondingly mapped priority). Suppose I have mapped 'Not Contacted' (lead status) to 1,2 (Priority), now I want to fetch something like Not Contacted with 1,2. I want to achieve this in C#. I am using REST api. Please help me out.
Broken print dialog in CRM quotes using Safari
The latest update in CRM has broken the print dialog using safari in OSX 10.10.2. When trying to print a quote or export to PDF it cuts off a lot of information. Everything works fine using Chrome or Firefox, the problem only occurs in Safari. It worked flawlessly yesterday.
Custom Funtion
Hi everybody, It is possible insert a record in a custom module using Custom Function? Thanks!
Event Creation via API - Related to Potential
I'm able to create an Event just fine in using the Zoho API from a java program. But I would like to populate the Related To fields with a Potential rather than a Contact or Lead and I am not able to. Is this feature only available from the Web interface? Could someone provide the required elements I would need to accomplish this (xml or json)? The documentation says I can specify the 'Account' but the description says: "Select any other record related to the event" thanks,
Discount on Sales Order
On a sales order when a line item is discounted the total for that line item is not changed on the sales order but the grand total is correct. If you print out this sales order you will see that the discount is not reflected in the line item and if you add up all the line items they will not match the Grand Total and the difference will be the amount of the discount. Is it better to add a line item for a discount?
Impossible to modify the field "Prospect name" or "Last name" in Prospect section - HELP! ;-)
Hello there, I am very familiar with SFDC, brand new on ZOHO. I must say it's very very easy to configure and to set up. Much easier than SFDC, but when you come accross a difficulty, it's, to me, always tricky to slove it out by myself. Anyway, in the section "prospect", field "Last name" or "Prospect name", it seems to be a mandatory field but with absolutely no possibility to modify it. So basically if you make a mistake when writing down the name of your prospect, you can't perform any corrections.
Product listing with picture
Hi, I want to add photos of my products to my product listing, how do I go about adding this pics?
Question about this crm
Hi guys, I would like to ask all of you. The situation: There are 5 companies having a deal with us this year. Company A,B,C,D,E Company A,B,C had a deal with us last January. Company B,C,D last February. Company A,B,C,D last March and Company B,C,D,E for April. My question is, How can zoho crm detect that Company A has no transaction with us last February and April? Does it have a report/summary where we can detect our client has no transactions with us for these months? Thank you very much!
External Data - Lookup field
I am trying to set up a look-up field to pull data on Country names, which would be mean pulling it from an outside source. Is there any way to do this?
Excel tabs customization in zoho
Hi , When i import a excel sheet will 5 different tabs, Zoho doesn't read all the 5 tabs. It only capture the first sheet on the excel. How could i import and customize all the tabs and field with ZOHO
Analytics Not Working
Hi all, really impressed so far with the Zoho CRM system, still using free version to see if we can justify going onto the full fat version - more of a case of whether or not we can implement it in our organisation properly rather than whether or not it's worth it! Quick question though - I have pasted the analytics code onto all our web site pages but still do not have any analytics data. Any suggestions? I also have some google analytics code on my web pages, could this be causing a clash? Cheers
Basic CRM Functions
It would be very helpful to be able to view all activity history for an account on one screen. Right now it's very difficult to get a good picture of true activity history when emails are being logged on a separate screen. It's great they filter our to the contact they're associated with, but it would be great to see a single, chronological history for an entire account. It would be great to be able to result completed calls using a dropdown. I've created a custom field for call results, but the
Tab Key redirect
When pressing the Tab key, it currently does from left to right and then down to the next row. Can I redirect it to go Down the column?
Using javascript in "create new link"
Is it possible to use Javascript in create new link menu?
Change Custom link position
It would be great to be able to change Custom link position (order). Because at that moment i must re-create links if I need different order.
Leave pre-recorded messages with click to call?
Is it possible to leave a pre-recorded message while moving on to the next call when using click to call with one of the phone bridges? If so which one?
zoho crm plugin for outlook (windows) not synchronising some contacts
Hi I am finding that a number of my Zoho CRM contacts are not being synchronised with outlook . Is there a limit on the number of contacts? how can I fix this? Andrew
Need shipping cost in invoice
The invoices in Zoho need a spot in the invoice down in the subtotal area for shipping charges. The shipping charges should probably have a toggle that designates shipping charges to be pre-tax, or post-tax. In my case, it is pre-tax. I'd like to send invoices to customers but they are incomplete without shipping. I thought about adding a shipping "item" to inventory and doing it that way, but it's not the best way to do it. I can't use the "adjustment" area, as this looks to be post-tax. Is anybody
Auto-Capitalization of a Zoho Default Field
I would like to know how I can set a field within my CRM to auto-capitalize all letters when an employee enters it into the system. Where in the system can I do this. I can't seem to find it on my own. Please advise.
Website Contact Form Spam Filter/Captcha
The free version does not offer a captcha option for the website form. Is there any other alternative? Workflows? Somthing? I am getting hammered with spam daily from the form. Please! :0)
How do I integrate Zoho CRM with Google calendar ?
I want to assure once I log in through my Gmail account and look at my google calendar that I can see all of my Zoho tasks. Please help Alexa
Approval Process on Accounts
Can you create an approval process with out a workflow? Here is what I am trying to do: On account creation if the account type contains, Lead then send for approval. Upon approval change to Prospect. If Declined sent an email alert to Account Owner and User. When I do a test upon creating a new account nothing happens. Why? Thank you, Tabitha
Read the result of a query getRecords - Account
Hello, I'm new in Zoho API. I've to do an external win Application with Visual Studio. I have get an Account or many Account calling getRecords and getRecordById methods. My question is how can I simply format the result of these two methods to show in a grid or similar. Or to do a for each row in the result and piant it on my form. Thank you very much.
can't update stage for potentials
Hello, I've noticed this problem for a few weeks now - seems to be a bug. When I try to edit the stage of a potential (updating the stage in the pipeline) it's supposed to automatically also update the % chance of closing, as well as the value for the potential. Ex: If I say a potential deal is worth $1000 and change the stage one to another with corresponding values of 40% to 60% - it should change not only the % but also the amount in the pipeline from $400 to $600 - but neither of these are happening
How can I notify a user when a new lead has been assigned to him manually?
I need to notify the users of my company when a new lead has been assigned to them. The notification should be Email stating that a new lead has been assigned to you. Kindly advise on the same. I am currently on paid edition (professional).
Create alert after lead approved
I am struggling to create an automatic alert when a webform lead has been approved and ownership reassigned. I can trigger the alert by changing lead ownership after approval, but not during. Any help would be appreciated
All the custom fields in my contacts have disappeared. I'm not a free member and I have not missed a payment!
Hi, All the custom fields in the contacts module of my CRM have disappeared. I am a paid client, have not downgraded and have not missed a payment. I can see the fields when I add a new client so they still exist, I just can't see them when I pull up a client record. I own a yoga studio and this is how I manage client visits, memberships, packages and how I find the information to contact them. I am unable to run my business efficiently right now. THIS IS AN EMERGENCY. I sent an email to the
Update Contact from XML third party API directly in Zoho
Hello! We have a web service that returns data as XML. We would like to call API our web service directly from Zoho (either from Custom function or somewhere) and update Contact with XML data. Please tell me is this possible? Thank you!
Fetching dependent field values
Hi I have created a custom field (picklist) named Priority. I have made this Priority field as dependent to Lead Status. Now I want to fetch values of Lead Status and Priority together. Suppose I have mapped 'Not Contacted' (lead status) to 1,2 (Priority), now I want to fetch something like Not Contacted with 1,2. I want to achieve this in C#. I am using REST api. Please help me out.
Multiple currencies
I use multiple currencies for Zoho CRM Sales Orders. Is it possible to link Zoho CRM exchange rates to live exchange rates? If not then I have to manually change all exchange rates every day.
Changing decimal format in existing field
Hi I´d like to change the way that decimals are displayed from using a ´.´ to using a ´,´ in an existing field. Is there a way of customising this per user, or just changing the field format? Thanks Johnathan
update related records
Hi, I am a developer trying to create a php app to pull down contacts from CRM and update or insert contacts with a relation to a campaign which will be either preexisting or inserted with api calls. I can't figure out how to make a relation though, and Zoho support hasn't gotten back to me after almost a week. Someone please help me.
How to handle massive amount of picklist value?
Hi, I understand that Zoho CRM has a limit of 1000 picklist value per module. Is it possible to increase this limit any way? What is the best possible way to handle many different picklist value for the accounts module? Thank you Pang
Current Age formula
Hi There are a few very VERY old threads on this - but it's such an obvious problem, I'm assuming it's been fixed by now?! Using formula to calculate CURRENT AGE from DOB field. The code supplied by Zoho is Datecomp(Now(),${Contacts.Date of Birth})/(60*24*365) Problem is - it makes people a year older? I've heard it's down to rounding or something, but I don't know any of that - I'm just after getting the correct age for my contacts? Can anybody help please? M
Open Corect Email Client
Please tell me how to make the email links in Zoho CRM point to a web-based email client. Right now they always open Outlook. We don't use Outlook and never will. We don't even have an office. We are a virtual company, everyone can work from anywhere, that's why we want to use your web-based applications. So why are you forcing us to use an off-line program to send email from a web-based application? If I'm using a different computer I suddenly loose the ability to email from within the CRM environment.
Automatically trigger rule: change lead ownership
Good morning, I am stuck and need some assistance. I am inquiring to see if the following scenario can occur: Sales employee creates a new lead (assumes ownership), but due to travel emergency will be out of office for 3 days. As a result, to no lead follow up the set automation process rule criteria is set to trigger. (Due to a set time parameter no follow-up (lead input edit/modification). This rule automatically assigns a set new parent or default owner (supervisor) for review. This is a reoccurring
Need to send leads in a .csv format
How can I email or send our "leads" in a .csv format?
How can i update Contacts field either via Zoho API or somehow from custom function in workflow
Hello. I have third party web service for getting values for my Contact Zoho module. This web service returns data as XML. How can i update Contacts field directly from Zoho CRM interface, for example, from Custom Function?
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