I Just Want To Change a Field Name
OK, I got my spreadsht imported, but I want to change some of the predefined names that ZOHO gave me that don't quite fit the actual info that got imported into some of the fields. For example: The info that I imported was about Churches with >1000 members. I have a column from my original spreadsheet called "Size". I imported that into the predefined field called "Number of Employees", thinking that once I imported everything it would be a snap to fix issues like that. I've hunted YouTube
web form not redirecting.
Using a web form, but it is not redirecting to the landing page. After clicking submit, the form goes blank, but stays on the page. Have tried several times with the landing page URL, still same result. Data gets to zoho. Using google sites. Thanks
Capture Emails in Cases
I can capture my emails in the Contacts area but not in Cases. I need them in Cases. Is there a way to do this?
Problems to export my quotes
With the new version of pdf engine I have problems - I Have on my template header ad footer on each page; now I have problems to format on new version - I work on mac 10.10.2 Pasquale
Add Account Owner field on Potential views.
Hi, Can you add the Account Owner field to any of the Potential views ? I do not see that field available to select when editing or creating any view. Many times the Potential Owner and the Account Owner are different people, and we want to be able to search and sort Potentials based on the Account Owner. Any help would be greatly appreciated. Thanks, Chris B.
problem with 3 new account
Hi all. we've created 3 new account (Ruzanna,Gohar and Gina) but when they log in in the Zoho CRM they don't see anything, all pages are empty, they can't see all the documents,accounts,contacts that we have inside. How can we solve this issue? Thank you
where do my leads go?
Hello, I created a form in zoho that I would like to use on leadpages.net. When I submit information on the form I do not see where the leads end up? Form is done in the leads module in zohocrm. <iframe width='610px' height='280px' src='https://crm.zoho.com/crm/WebFormServeServlet?rid=bedf765b77c96eac651747114acf18cf4d5bb4286a8377f7ce8eb8144c29fc71gid4505bf261c1171e4dc62e621c967daba5ffe3294637794a2bde2b9decdafacef'></iframe> Thank you, Avi
MAP CUSTOM FIELDS TO JOTFORM
Hello, I need to map my custom fields to a JotForm application. I've made a few mistakes and deleted and remade custom fields. Even though I've deleted the fields with mistakes, I can not use the same field name. This is messing up the integration with the fields in JotForm. Is there a way to clear all custom fields completely so I can start over? Thanks, Michelle
I can not downgrade my account to a free edition
Can you please downgrade my account to a free edition. - Abel Macias Admin
Notes and Attachment
Hello, is it possible to create a new module integrated to accounts that would display Notes and Attachment? Or can we create a new custom notes and attachment for accounts? Thanks you!
Attachment
Hi Guys, is it possible to add an attachment functionality or embed in a newly created module in zoho?
Linking % with opportunity stage
Hello, I cannot link the %age with the opportunity stage anymore. How can this bi solved? Regards
Hebrew interface
Hello I would like to start with soho crm. Can I get hebrew interface and ability to enter commands named etc In Hebrew for free version??
CRM integration with SMS service provider
Hello all, I am looking to send out promotional SMS/ text messages to some of my clients via Zoho CRM by using the web hooks feature. Has anyone successfully integrated Zoho CRM with a text-message / SMS service provider? If yes, please share any feedback, tips and advises. Any help and advise is appreciated. Kind regards, Bo Thygesen
Associate Notes into Section
Hi, I would like to know if there is a way that we can associate or integrate Notes into the specific module?
Custom Module
How can i associate my Custom Module to other modules (e.g Leads, Accounts, Contacts, etc) Thanks!
Templates
I am in the set up area and have created templates. How do I use them when emailing clients? I have created multiple templates and can access them but can not figure out how to utilize them
Why do only some of my updates get added to my potentials list when I add them via custom view? I have 87 in my custom view but only 50 or so appear in the system?
Why do only some of my updates get added to my potentials list when I add them via custom view? I have 87 in my custom view but only 50 or so appear in the system?
Form Web to Contact
Hi Is it possible that a web contact form created from ZOHO CRM update existing contacts instead of creating a new contact? Thanks Juan
Report won't let me generate a graph....
I want want to generate a report showing the distribution of where our leads come from... but when I create a report it does not give me the option to create a graph or chart.
How to keep only emails from/to Zoho Contacts. Google Apps user
Hi, We use Google Apps and some users have more than 20GB on their mailboxes. With Zoho Mail Addon enabled, Zoho, via Pop3, gets all emails from Gmail. Since we have only 5GB in Zoho Mail, and, for now, we don't want to upgrade the account, is it possible to keep only mails that belong to Zoho Contacts? Sometimes more than 90% of a user mailbox don't have anything to do with CRM. I tried to use filters, without success. thank you, Joao
Web form not sending the email
This just stopped working for me. Neither the email to the lead owner or the email to the lead are being sent out. Tried generating the code again and putting it out there but didn't work. Help!
zoho and quotewerks integration
Can you please run me through the process of integrating quotewerks with zoho CRM, using API Or integrating using the zoho authentication tokens. I have the token
lead emails and attachments in potentials
i am attaching documents and emails to a lead. when i convert it to a potential the emails and attachments do not show up. they show up in contact but not in potential where i need them. any ideas?
Help! How to pull an existing Field!
Hello, can someone please help me with the following? In the potentials module, I have a text field called "garment tracking". In the sales order module, I want to have another field that pulls whatever exact text is entered into this garment tracking field (in potentials). How can I do this?
Custom function to update one field with the value of another field
Is it possible to post a basic script for doing this? I don't even need it to work within two separate modules - I just need the value of one field to be used to populate another in the same module. Can you assist?
How to create a matrix using Associate Consulting and Services?
I have a singular situation. I create a net of independent Salesmen that have contact with a lot of companies offering products and services of my clients. I looking for create an matrix or one kind register where I can see which products and services and which clients of mine they are offering.
Custom Fields
Do you need a paid subscription to be able to add custom fields to the modules?
Duplicates
Hi, I can´t find the option Merge duplicates in the More Actions Menu. I have the highest level of access in the system. Is there a central issue causing this? Joachim
Imprting Data Quick Question
Hi All, I'm new here. I've been using the free version of Zoho CRM for the last few weeks and have got sign off to customise it further so have signed up to the standard version, but when I import from my CSV file the custom fields I have created are not being populated with data despite being mapped to the correct fields in the CSV. It is only the custom fields, everything else is importing fine. Any ideas why? Has anyone else had this issue? Cheers :-)
Can't find a "Convert" for Leads.... what have I done wrong?
In the Leads view, neither on the overview nor on the detailled, there does not seem to be a "Convert" option. Could I somehow have disabled it?
Potentials won't stick to accounts
Hi, When I create new accounts and add a potential to them, the potentials won't show up on the accounts. But if I go to the "Potentials" page I have no problems seeing them. BR
zoho CRM JSON api resones
Hi I bring here two problems with the data obtained by GetRecordsByID methods, first by API call, second by deluge task 1. Calling Zoho CRM API with GetRecordsByID API method: I am trying to process Zoho CRM Get records by ID API method JSON response. i call this URL : https://crm.zoho.com/crm/private/json/Quotes/getRecordById?&authtoken=TOKEN&scope=crmapi&id=ID the call is performed from a Zoho Creator application by using the postUrl deluge task as follows: url = "https://crm.zoho.com/crm/private/json/Quotes/getRecordById";
Zoho is EXTREMELY Slowwwwwwwwwwwwwwwwwwwwwww
i have been trying to add details for the past hour and its slow again, just says loading. cleared cache in browser and C-Cleaner rebooted computer Definitely Zoho problem
Country of Origin - Quotes tamplate
On the quotes module, I need to add a field on the product details place. This field must be country of origin. I have to fill this during the quote. I have to show that on the invoice template. How can I add the country of origin on each item I add to a quote?
How can I identify IP address connection on Zoho CRM ?
hi , How can get Ip connection to Zoho CRM in order to monitor suspicious log in ? Regards,
Also Create For: for Fields that already exist
We are wanting to change a function of the field "Lead Source", which I believe was a standard option (not custom that we created ourselves), which came with our ZOHO account. Since there was no way for us to click the "also create for: accounts" button when making the field, is there any way to change that now so that we see the "Lead Source" in Leads as well as Accounts?
Can't De-activiate account to join the companies account!!!
I signed up as a free user to see the CRM system prior to the company buying the program. Now, I can't de-activate my account to accept the invitation to join the company account.
Import Activites and Tasks to ZOHO
Hi there everyone, I am currently in a conundrum with zoho. I am recently discovered that i can import all our leads into Zoho. But the problem lies in importing task and call backs for the people that we set up. I would love to know if there is a way that when i import a lead into the system, if there is a way to set a task for it at the same time. We imports hundreds at a time and are wondering if there is a MASS or FASTER way to set call backs for all of them. Please let me know if you have any
Add Lead via Webform API (wufoo)
I am getting error code 4600 - and I can't track down where the error is coming from. Here is the response: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/insertRecords"><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> nn Here is the XML generated from the form submission: <Leads><row no="1"><fl val="Company">Test Company</fl><fl val="First Name">John</fl><fl
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