Twillio incoming calls ZCRM
I have twill connected , but incoming call can ´t operate why?
Can a custom module be tied into Invoice Product Details?
We are looking for a work around related to adding new fields to work with Invoice product details. We need to be able to add new fields and do calculations. We were wondering if we upgrade to Enterprise Edition will we be able to create a custom module that will connect to CRM Invoice product details? What work around can we look at to enhance CRM Invoice product details once they are entered on an invoice? Please see link below for other users needing the same functionality. https://help.zoho.com/portal/en/community/topic/ability-to-add-new-fields-to-zoho-crm-invoice-details
Product Details - manual entry
Invoicing, this is a show stopper for me... I have set products, but often need to customise them with basic comments, colour, type, name etc... Is there a way for me to customise the Product Details? I also like to switch off Stock Control as I am a services company, maybe what is needed is proper service industry module for Invoicing? Thank in advance
Sum product volumes in invoice
Hello, i need to sum the volume of the products in invoice. For each product is specify the volume, can i sum it? In formula i have to use ${Invoices.Product Details}? Thanks for help.
Contextual Widget for CRM: Create new vendor
I get a lot of vendors emailing me, I would love to be able to add them to my CRM with one click via the widget for CRM in Gmail. Is there a technical reason I cannot? Would make sense I would think. Also many vendors I have in my tourism are individuals and not businesses. Thus the need.
Associating more than one account company with a contact
Our customers are hotels where an owner might own several properties, so we want to tie that owner to multiple accounts (account = property; contact = owner). Is there a way to do this without additional development?
Making Lists Alphabetical
Hi There; I have entered into Zoho CRM my leads, prospects and clients but nothing is in alphabetical order. How do I correct this? Thanks
Won't let me add new item to a Pick List
In attempting to add a new item to a Pick List I: Select Setup, then Fields under the Customization menu, then select my Potentials module, then select Edit on my Stage field. (I've done this many times before to successfully add a new value to my Pick List for the Stage field.) But now rather than take me to the screen where I can add a new value it takes me to the Stage-Probability Mapping screen. If I leave this screen by entering either Cancel or Save it takes me back to the List of Fields
How to get report using with ZOHO CRM once i completed the mail merge...
How to get report using with ZOHO CRM once i completed the mail merge... Can anyone help me on this ?
"Create New Module" is not found in customization
I need to create a custom module. But I could not find the option "Create New Module" in zoho crm, Setup > Customization > Modules. What should I do to create a new module in zoho crm.( I have referred CRM help, the it is written go to Setup > Customization > Modules and click on Create New Module. My problem is I could not find the option Create new Module
Zoho Creator -Standard Version include Reports & Dashboards.
Hi, Does the Zoho Creator Standard version come with reports & Dashboards ? or Do we need to subscribe for Reports Seperately. Please help me on this. Thanks, Neha
Outlook 2013 32 bit CRM plugin
I have just started a trial of the Zoho CRM, but cannot get the plugin to show up. I have checked it is activated in Outlook, but it still doesn't show up. I am using Windows 8.1 (64bit) and Outlook 2013 (32 bit). I did manage to get the add in showing up in Outlook by downloading and installing the plugin from an old forum page. This download also contained KB908002 and redemption.dll (32 & 64bit). Although it then showed up I was unable to login, it kept informing me to enter a valid email address
Use GET variables on Web Froms
Hi!! In order to make compatible in an easier way the Google Analytics tracking systems and the Zoho Webforms it will be awesome to have the ability to copy the GET variables from the URL where a Zoho WebForm is located to the destination URL. This will make possible to track all the Google Analytics Goals with just one single form. ¨The idea is to make ask the user if this variables should be aded at the end of the destination URL in this way: Destination URL: www.xxx.com/goal-achieved.php Get
I am running out of API limits
Hi, Can anyone help me with API Limits in Zoho. I am trying to fetch a Lead record data into a form,it is retrieving only first time for one lead record only. If i try for second record it throwing me below error. " Error Executing the Workflow,On Add- On Validate Script" The maximum no.of Zoho API calls per day reached ." i am using Free trail of Zoho creator. Thanks, Neha
Issue in Posting Chinese Characters to "Web to lead form"
We are posting data from our ASP.net application to Zoho "Web to lead form". When we post Chinese/Japanese characters, data in Zoho shows garbled characters. We have tried it by changing Content-type, charset etc. but no success. What should we do to post Chinese/Japanese characters to Zoho "Web to lead form"? Kindly assist.
Case sensitive search for reports
I need to search in my contact notes for case sensitive string: ABC How do I do that? How do I tell field contains specifically ABC? I have tried: 'ABC'= no joy "ABC" = no joy /ABC/=no joy Please, I need a fix. thanks
leads
We have an automated rule that when a lead is created our salesperson gets an automatic email alerting them that a new lead has been created. We want to include some of the information associated with that new lead in the alerting email, but cant figure out how to do this. Right now the salesperson just gets an email saying" new lead in Zoho". We would like to at least have the name of the lead included in the alert. How can we do this?
Create Contact
Hi I am creating some webforms, what i want is that when someone fills one of them in they get an email each day for 4 days. How do I do this? Regards Chris
Report Lifeline of Stages
Is there a report that tells us how long an opportunity has sat in different stages? This way - I can calculate what the average amount of time spent, to take an opportunity from initial email to demo?
Student Leads View
Hi Is there a way to have the leads view such that I can see to whom I have sent an email instead of having to click into each individual every time For example when new leads come in I try to send them a specific template within 24 hours - so each day I have to try figure out who the last person i had sent this email to is and then tick the new leads and send them a mail. It creates a lot of work scrolling through the list and clicking into profiles Hope that makes sense - thanks.!
Assigning Drop-downs
Hi, Is it possible to assign drop-downs to the new lead page so if the lead is from an existing client all of the relevant data does not have to be re-entered. Similarly for the lead name. Thanks
PLEASE HELP
How do i get my leads/contacts/potentials emailed to my salesreps?
CRM or Creator?
I want to create a simple database for my sport club to track members and their status. I want to be able to allow for a member to edit their record and update details over the year, and I want to enable a parent to own their child's records- eg, link one log in to several records... CRM native or Creator or use both??
Zoho CRM integrated with Elastix click-to-call (Log the call)
Hello, I've recently integrated Zoho CRM with my Elastix PBX. In our company, we have organized the possible clients, and accounts It's really useful the function click-to-call for our comercials, but I noticed something: when someone calls me, a square appears in the corner with the information of the caller and the possability to add information about the call, to log the call. But, when I call outside, also appears a square on the corner, but it's different: It doesn't give me the chance to log
Outlook Add On-email in outlook not added to Zoho
When using the "add email" or "search and add e mail" in outlook, I get a window informing me " e mail added successfully" but it doesn't show up in the lead or potential in Zoho> Dan
Change Task Default Priority from "High: to "Normal"
Hello, Any one know how to change the Task default Priority check box from "High: to "Normal" It's annoying having to change it from High to Normal. Normal is also all the way on the bottom of the list.. Thanks for any assistance!
How can I add data validation?
I am managing my customer database using Zoho CRM. When I enter customer data in lead module, I want to check that duplicate data not store in my database so If I enter email address, it checks that email is already exist or not. How can I do this?
How do I know my emails were sent successfully?
How do I know if my emails have made it to the intended recipient? What if I had a typo and did not know it? I just tried to send an email to someone who I know their address no longer works and I it said it was sent but I know it could not have been.
Will I receive a warning email if I send an email from Zoho CRM and this email appears to be nonexistent?
If I send an email from Zoho CRM to a Contact's email and the Contact's email appears to be nonexistent, Will I receive a warning email than ?
Open records in Zoho CRM mobile app.
What, if there is, the proper way to call and open a record (lead, potential, contact, etc.) in the mobile CRM app? I would like to send email alerts from zoho with links that open in the application, not a mobile browser. Thanks in advance, Zoho continues to prove why we chose them!
Cant Set Reminder for Task on Trial ?
Is is possible to Set Reminder for a Task on Trial ?
How do I delete a task?
I created a task in error and need to delete it.
I have a custom fieald in Leads and in Contacts the same (not mapped as it does not appear somehow, why I wonder??). When converting a lead the data were not passed to Contact's custom field! Why?
I have a custom fieald in Leads and in Contacts the same (not mapped as it does not appear somehow, why I wonder??). When converting a lead the data were not passed to Contact's custom field! Why?
CRM calendar and zoho calendar
When I get an invite email it will put it in the zoho calendar but not in the crm calendar. It is strange because I use email through crm and not email application. How can I fix this? I don't want to have to look elsewhere when it could be right in my crm. Thanks.
lead alerts
We have an automated rule that when a lead is created our salesperson gets an automatic email alerting them that a new lead has been created. We want to include some of the information associated with that new lead in the alerting email, but cant figure out how to do this. Right now the salesperson just gets an email saying" new lead in Zoho". We would like to at least have the name of the lead included in the alert. How can we do this?
generate report from the potential field
I am interested to know how to generate a report of potential leads showing notes attached to the lead, thanks Andrew Lane andrew.lane@professionals.com.au
Access to information
Hi Our account manager at Zoho is inaccessible most of the time. One of my team members has been struggling to get information from him for the past 10 days or so. His response time is a minimum of 24 hours via email He is never available on his desk although he has shared a desk number Towards the end of our subscription, last month, we wanted to upgrade two accounts and continue same level subscription for other accounts. Information sharing was minimal. What could have been a total of 15 minutes
Free edition - Record Limit
Hi, I will migrate a excel list with 3.500 contact. Can i do that in one step, or I must do in 1.000 record by month?
Webform to multi email
Hi How can I get a webform to add a contact to some sort of campaign? (not sure of the zoho terminology yet) So a contact fills in a webform, they then get an email each day for 5 days. I have created the form already and it seems to work as far as adding a contact! Regards Chris
Error on failed API
Hi, Needing Urgent Help! We are having some trouble with importing leads via API. It was working fine up until recently. We are getting the following error... <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/insertRecords"><error><code>4835</code><message>Unable to parse XML data</message></error></response> Any Ideas? Thanks.
Next Page