Convert Lead fails when "Checking Duplicate Email Address" is enabled for contacts module
I'm trying to convert a lead to account and contact using method https://www.zoho.com/crm/help/api/convertlead.html And while account and contact already exists then also associated accountid and contactid have been added to xml request, but I'm getting error "Duplicate record(s) with same email address already exists", code 4819 Request example https://crm.zoho.com/crm/private/json/Leads/convertLead?version=1&scope=crmapi&leadId=1479825000000089009&authtoken=x&newFormat=1&xmlData=<Potentials><row
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By entering note at the opportunity level it would be nice to select a contactperson. So you know witch note belongs to witch contact.
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Hello there, We wish make a report with "Potentials" modules that show the difference from First Trimester of 2014 and First Trimester of 2015 i try to set 2 report with 2 different gap of time but still is so difficoult to read online, (open a report per tab on browser)... ... A solution that i think is to make a custom field that automaticaly get the value "2015-T1" if the date of closed potential is between Jen - March and "2015-T2" etc.. how is it possible to do ? thanks - Zoho Specialist
Sequence numbers for Imported Contacts
I am importing records into Zoho CRM while I am also using the product interactively. Is there an easy way to inquire what the highest Sequence number is among all existing records? I can get a pretty good guess by doing an export of contacts, but my total record count exceeds the 2,000 records I can retrieve in a single report. I need to be able to be sure I am not overwriting any records with new records I upload.
Free version of Zoho
Hello, I signed up for a free account as i have a small business and has about 7 sales staff. When i log into the account, i get a message "Your Enterprise Trial expires in 13" days and it continues. Please let me know the following: 1. What will happen when this expires? Will the data that i entered be lost? 2. I did not sign up for an enterprise version. Why is this message coming up? 3. Is there a storage limitation on this free account? If so what happens when i run out of space?
How to add deactivated user again?
Hi Zoho Team We have deactivated a user from our account for a while, now we want to add the same user. So we deleted that particular user's account (As per Zoho support team suggestion) and we sent the invite again. Unfortunately while clicking the invite the msg says" Account disabled" and when we contacted the support team we received a reply like we have closed our Zoho account itself but we dint it is still active. Please fix this issue ASAP. Regards Subha
Integrate Zoho CRM with Nortel Phone System
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Does anyone sync ZOHO crm with MYOB Account Right Live?
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Distributor
Hi, We are producers and we work with distributors that work with our final clients. I have some questions regarding this. 1) Can I differenciate final clientes from distributors? 2) If distributors receive merchandise under consignment agreement how can i create an opportunity that it is linked to the final client and that trouly counts for my final reports when the sale is effective. Thank you Best Regards Sebastian
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I need to send a contact the information about a product (we are a real state company) how can I do that?? Can I use a template. We are using a product like a property. Thank yo
Did Zoho make a change to your email server?
I have setup email alerts in Zoho that send a formatted letter to my exchange server. I have code written to process the emails on my client which started failing this week. My automation setup is very simple the email template appear as lable:value lable:value but since earlier this week I am receiving the emails as lable:valuelable:value Looking at the emails it appears the line end [carriage return] is gone even though the template is unchanged. Please help me to troubleshoot Regards, Colin
reports
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Unable to custoize the Quotation and Invoice screen?
Dear, My Zoho User ID is 39236873 I have following issues with the enterprise version: 1. in Invoice, we get a 16 digit invoice on (which is not custmizable) 2. in Quote, the table containing Product Name, Qty, Rate and Total is distorted. Hw do I manage? Please advise as due to unable to use it to full extent, we didnot make payment for enterprise version and because of which now Quotes, Invoice etc important tabs have disappeared now. Please advise. Thanks, Santosh Gaikwad santoshg@a1fenceproducts.com
hold a quote, until , the manager review it and approve it?
Hi, it is possible to hold a quote, until , the manager review it and approve the quotation? thanks!
Change field name?
Hi ZoHo team, Is it possible to change the "Revenue" Field to something else like "# of product"? For example my organization wants to know the units rather than dollar amount. Thanks, Navi Singh
Opportunity owner to see contact info
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Custom Fields and Leads to Account Conversion - VERY FRUSTRATING
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new user
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Ringcentral auto log calls into leads
When people call in is there a way to automatically log that call into our system without having personally input the information.
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How to create different user permission/privilege
Hi There are 3 sales groups in our H.Q. office, one leader for each group. The leader of the group manages related region. There are two branch offices in different countries, the manager of branch need control everything of the branch; meanwhile, the sales leader from H.Q. need to see the sales info and inventory info of the branches. Is it supported by your service? How? Thanks
Resending a New User Email
I created a new CRM user and the user misplaced the email zoho sent him so now he doesn't have login information to access his account. Is there any way I can get him in.
Google Maps
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Downgrade free trial version
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Connecting Contact to Each Other?
I'm a new ZOHO user and have a basic question. I have many contacts that are related to each other. Let's call two of these contacts Suzie and Joe. Suzie is Joe's boss. When I open Suzie, I'd like to see that she is linked (associated) to Joe---and visa versa. Is this possible? If so, how do I do this?
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We are looking for a person to perform customization to our Zoho CRM. Please advise with your contact and credentials
Allowing public access to CRM Database
I need to be able to allow password protected access to individuals without creating a ZOHO user account. We only need 3-4 user accounts (my board of directors), but I need the rest of my organization, about 25 members, to have read only access to our database that would include accounts, leads, reports, partnerships, contacts, events etc WITHOUT having to create a user account. Ideally, the members shall be able to enter a link that has a password prompt or landing page, and then opens up to modules
Preventing Duplicates
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Import Tasks from Salesforce
Hi, I imported Tasks from Salesforce after importing Users, Accounts and Contacts. However, all the tasks got assigned to my name instead of the original name of the owners. How can tasks be imported so that they maintain their respective owners? Thanks. Regards, Pavan
Convert Lead fails when "Checking Duplicate Email Address" is enabled for contacts module
I'm trying to convert a lead to account and contact using method https://www.zoho.com/crm/help/api/convertlead.html. And while account and contact already exists then also associated accountid and contactid have been added to xml request. Request example https://crm.zoho.com/crm/private/json/Leads/convertLead?version=1&scope=crmapi&leadId=1479825000000089009&authtoken=xxxxx&newFormat=1&xmlData=<Potentials><row no="1"><option val="createPotential">false</option></row><row no="2"><FL val="ACCOUNTID">1479825000000088001</FL><FL
Convert Lead fails when "Checking Duplicate Email Address" feature is enabled for contact module
I'm trying to convert lead using api method https://www.zoho.com/crm/help/api/convertlead.html While account and contact already exists then i'm sending also associated accountid and contactid. Example request https://crm.zoho.com/crm/private/json/Leads/convertLead?version=2&scope=crmapi&leadId=1479825000000089009&authtoken=xxxxxx&newFormat=1&xmlData=<Potentials><row no="1"><option val="createPotential">false</option></row><row no="2"><FL val="ACCOUNTID">1479825000000088001</FL><FL val="CONTACTID">1479825000000089005</FL><FL
import contacts to an excel spreadsheet
how do i tae my contacts and import them to an excel spreadsheet?
Why are my documents not loading from Google Drive onto the attachments sections when I click on them?
Why are my documents not loading from Google Drive onto the attachments sections when I click on them? it just goes blank and does nothing !! This is a major part of our business so please reply urgently. thanks Lynn
cant export in any format
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Deleted contacts
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How I can add new paid user to my current professional plan.
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Get Account and Related Custom module data
I have done a lot of research on this, and apologize if this is a redundant question. But I want to be sure that what I have found is true... We have custom modules tied to Accounts, so for example we have a custom module called Employees.. I would like to open an Account by ID and get all related Employees.. From what I have been reading I cannot use the getRelatedRecords for this because Employees is a custom module. I also cannot use the ACCOUNTID that is automatically created on the employee
Email Archive customize rules
Hello, while doing the email linking, I noticed I largely exceeded the email limit when I put the Gmail emails imported. i wouldnt mind deleated the archives from Zoho (they would need to stay on GMAIL as well) but I do would like to keep the emails that I had with my clients in zoho, to keep track. is that possible in anyway to delete everything except the email exchanges with registered clients ?
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Using Forecast
Hi, can you explain how the Forecast is supposed to work? What do the different categories (best case, committed, pipeline) mean? What is the difference between a Potential that is "checked" as Closed and assigning the Forecast category "Committed" to a Potential? It would be nice to create a user manual. Thanks.
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