View BCC Dropbox Address As Administrator
I am the administrator of a Zoho CRM Subscription. Is there any way administrators can view the BCC Dropbox address of one of the users on their subscription without logging in as that user? Thank you. -Spencer
Zoho closed my account
How do i re-open my zoho crm account after it has been closed, it was not used for 120 days and now they have closed it, I have downloaded my data but i don't want to have to re-import it all. Is it even possible to re-open it? How difficult is it to import all the data? Thanks
Price Books - List price = Unit Price option?
Hello, I have thousands of different products and I only need one price book with NO pricing model. Is it possible to have a single standard Price Book that I can quickly and easily add ALL of my 10,000+ products to without manually having to click add to each page of 100 products? Is it also possible to have the list price automatically sync to the unit price?
"[ x ] Send Email Notification" option is Broken?
When creating a new task, an email is sent to the owner. However, beginning last week, editing a task and ticking the box to "Send Email Notification" fails to send an email to the task owner. We routinely hand tasks back and forth within our group by switching the task owner and selecting that option.
How do I get an email I sent from zoho to appear in my sent folder in my normal email client
I don't want have to go to two email locations and would like all emails from Zoho to be synced into my email client (no need for vice versa). How to do this? PS: For some reason, the other user in our group has this occurring naturally while I am not seeing emails sent from Zoho appearing in my sent folders of my mail client.
Importing Contacts - Possible to update existing records?
Hello, I'm evaluating Zoho CRM and investigating the feasibility of importing contact data into the system on a daily basis. I noticed that it appears that the only option for handling duplicate records in the free version is to clone them. I was curious if there is any mechanism (in the free or enterprise version) to support importing data on a daily basis and updating existing records on import as opposed to just overwriting/cloning them? Thanks, Eric
Sorting of Accounts CRM Mobile App
Accounts in the mobile crm app are sorted by first name not last. Please give us the option or default it to sort by last name please.
Error code 4600 Unable to process your request.Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I am getting below error while updating zoho lead data. <response uri="/crm/private/xml/Leads/updateRecords"> <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> My XML data is look like below with url. https://crm.zoho.com/crm/private/xml/Leads/updateRecords?newFormat=1&authtoken=auttoke&scope=crmapi&id=1066873000000071005&xmlData= '<?xml version="1.0"
Error code 4600 Unable to process your request.Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi, I want to update zoho crm lead data, but i am getting below error. <response uri="/crm/private/xml/Leads/updateRecords"> <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> ==================================== My XML Data format is. '<?xml version="1.0" encoding="UTF-8" standalone="yes"?><Leads><row no="0"><FL val="Company">wsi home office</FL><FL val="First
Not Receiving Email
Hello, I am not receiving email today. I logged out and logged back in and there were new emails indicated in the top right notification but none of them landed in my inbox. Please help. Liz
Getting Validator Exception? Can't send emails!
I'm receiving the following when I try to send email. Email has been sending fine up until today. Nothing has been changed on settings. The domain ssl is valid. It happens when trying to send to any customer. Reason:sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target Any help would be appreciated as we need to be responding to our customers. Thanks! Ryan
Quotes Module
I am still waiting for our database to be migrated. I have quite a few questions but one in particular is the quotes module. I need to create an area within zoho where i can include the following headings, the existing default fields in quotes seem to be non editable can i create something myself within zoho so that we have a summary rather than actual quote details. We are using Professional version. Quote number – numerical data Date – date format Company name – free text Lead source – free
l'Importation de Contacts se fait mais les Champs ne s'importent pas
Bonjour , je suis un nouveau client sur Zoho, et j'ai quelques problèmes d'importation. mon fichier de base est en .xls Mes noms de contacts se sont bien importés, les adresses mail également , mais rien d'autre, j'ai plusieurs Champs qui restent vide, pourtant je pense avoir bien fait les rapprochements (!?) Pourriez vous m'aider s'il vous plait Ph. Godefroy
FREE version email response inside CRM?
Hi, with the free version of Zoho I am able to send emails from inside the CRM, but when they reply to my email it goes to my Gmail account and doesn't come back to inside the CRM. Do I have t have a paid account for that?
No Latest Activity / What's New Feed?
Does anybody know who if there is a component/tab I can add to view latest activity occurring in my company? ie: notes added, contacts added, tasks assigned/completed, etc. Coming from dynamics and salesforce this is a component that is incredibly useful with keeping everyone in the loop and aware of new information added or modified to the database. This would be different than the audit log or modules added to the home screen. See attached image from Microsoft Dynamics CRM. Is this in the
How to set next call date reminder?
I want to create a list of people to be contacted today, and as soon as I talk with a lead, I change the next call date. Is it possible, is yes how/
Google voice in Chrome -Zoho CRM useful feature
I have been looking for a worthwhile way to call contacts from Zoho CRM out of the browser. Seems that Zoho wants you to use skype (i use broadband card for internet, 5gb usage limit), I finally found an alternative solution. Open Zoho CRM in google chrome, download chrome google voice extension, and click to dial your contacts. Google voice will ring whatever line you choose and you use pick up the phone and it rings through to your contact.
More differentiation between modules
It has become apparent that when using Zoho every page/module looks similar. For example, when you are viewing an account, task, potential, etc they all have the exact same look. The only page that has a differentiated look is the contacts page because of the contact avatar and social icons. I propose that Zoho adds a colored indicator next to the name of the account, task, or potential. See attached image. This would be a nice graphical reference to what the page you are viewing. What do you
linking companies and contacts to mass update.
I have been using zoho for several years, find it a great product and for the most part can circumnavigate any issues I encounter. However the MAJOR bug bearer for me is not being able to mass update between Contacts and Companies ie when the last result in a company is changed to "meeting" I want to be able to mass update all the contacts we might have in that company to "do not contact" I can only do this as a report. I can't search my contacts for company last results so that it brings them up
Sort activities by time zone/state
Hi, I'm wondering if there is a way to sort my activities based on the time zone or state that the lead it is associated with is located in.
Notes: Text-only note field and attachments?
Does anybody know how to make the notes field for contacts/modules not a text only field as well as attach documents? This currently drives my team crazy not being able to include attachments/email addresses/url's directly to a note. Things like news articles, websites with company news, etc. Attaching documents straight to contacts/modules is great. Often times though attaching a pdf or excel file to a note is a must and a feature other CRM's offer. (see attached). Adding documents to contact
Imported Mailing List - Call-in Lead (How to Avoid Duplicate Entries)
I import my leads using a spreadheet. Then, I send out a direct mai lmarketing campaign to those people. If they call in, I have an answering service that takes the call and enters the information into the system as a lead. how do I avoid having a duplicate entry for a lead if the person that calls in has already been imported into the CRM via the mailing list? Thank you
What to do if you sell 2 products to one client?
I sold a customer a cargo trailer and put him in the CRM FREE. Then we sold him another one. How should I enter that into the CRM?
Selection menus from online CRM are not the same on App
I have noticed that my custom pick lists are not the same on my app version as on my full verison. I have a list for country names, but on the app it is just text box. Can anyone help me with this? Stuart
Workflow emails
Hello, I've a problem with my workflow automatic emails. Actually after resetting my "test workflow alerts", I recieve same mail 2 times (as you can see on the picture). I'd like to know why is this happening. It'll be really kind if anyone can help me out. Thanks in advance :)
Account upgrade
How can I upgrade my account from a free account to an account that will keep 2000 records
"Send Notification Email" problems for Events module
Hello, For some reason, the "Send Notification Email" function does nothing from the Events module, but it works as intended on the Tasks module. For a real-world example, see the "test1" job (a Task) which successfully delivered job details to my e-mail address. "test2" job (an Event) also has "Send Notification Email" checked but does not send a notification when the job is created. Any ideas? We need events to be delivered to our subcontractors in order for your CRM to be useful for us. Thanks,
User Roles
I've created an account in ZOHO and by default it lists me as the CEO of my company. Is there a way to edit that as I'd like to add the CEO as a user and would hate for him to think that I've taken his role.
Issues showing results from custom function in custom related list in Zoho CRM...formatting issue?
Sadly, my first post attempt was marked as spam - probably because I put in my example code in the body. I created a function that does a getURL API call, then pulled out pieces for display using XMLPath functions. I checked the API call, and it's returning data with no problem. However, I cannot get it to display in the custom related list itself (in this case it's under Contacts). I tried returning data using the suggested XML format as mentioned here: https://www.zoho.com/crm/help/customization/related-lists.html#Use_Third_Party_API
Whitelisting IPs which can access Zoho CRM
Dear All, Does Zoho CRM support whitelisting IP addresss that can access the CRM? Basically, we want to give access to only certain Desktop/Client locations from where Zoho CRM can be accessed. Thanks, Vineet
Way to Change Product Details in Invoice and Purchase Orders
I was wondering if it was possible to add and delete things from the invoices and purchase order's product details. I want to be able to add a column for categories, weight, value, etc. I searched in the forum and found that this was a suggested feature but I haven't heard if it is possible to customize the product details. Thank you!
Adding column to Product Details on Quote
Hello Zoho Support! In order to recognize same product from different vendors I am trying to add a column to the product details (Vendor Name). Any help on how could I achieve doing this on Zoho (Or filter the products based on the Account that would be awesome) would be highly highly highly appreciated As always thanks in advance for your hekp + kind regards, Jaime
Product Details under Quote module
The Product "section" under Quote details seems hard-coded - is there any way to change the fields that get brought in *from* the Products *to* the Quotes. We made a new field to "replace" the Description field (in Products) - it is now a text area field called Product Description, and that's the field we'd like to show. Thanks... Richard Brust http://www.rbrdatasolutions.com
Adding fields to the "Product Details"
https://help.zoho.com/portal/en/community/topic/quote-quote-details-product-details-customization Solomon, Is it really possible that such a "relatively" critical item has not yet been addressed by the Zoho technical development team? In my case, I won't refer to this omission as a deal breaker, but I can sure see how this would make the life of our salespeople much easier, as well as, my own. I would really like to get into the Product Details section of the "add new Quote" page (which hopefully
Calculated field in CRM updates inconsistently
Hi, I set up a calculated field in the CRM to essentially take a datetime field and simplify it down to a string with format of YY/MM. The formula works fine during routine interactions, but I've noticed that field updates inconsistently when doing create/updates of records via the API. Is there something else I need to do to make sure it triggers consistently? Thanks, Charlene
Search limit and tips and tricks
So I have a lot of subscriptions that I use Zoho and Authorize.net to keep track of. This involves looking up a contact whenever Authorize.net charges them. Today, I found out the hard way that Zoho only allows me to lookup 250 records per day (even though I can update upwards of thousands?). So how do I go about being able to get full usage of my update limit, if I can't find out who needs to be updated using a lookup? Theoretically I can only update 250 unique contacts per day if I do happen to
send an alert to manager if task not completed
how to send an alert to the manger if the task is not completed within 24 hours as well as set up an alert to manager if a defined field is not updated within 72 hours
Lead import errors
Trying to load a list of leads into CRM via .xls or .csv. The first load create error "List cannot contain more than 200 lines", so I broke the list in half. The first list (now 199 lines) loaded correctly. The second load creates error "List cannot contain more than 22 lines". I could use some help understanding the random number of maximum lines a load can accept please. Thanks in advancE
using InsertRecords with ACCOUNTID for contacts works on new contact insert, fails on contact update
Hi, I'm using the latest version of InsertRecords as follows: URL: https://crm.zoho.com/crm/private/xml/Accounts/insertRecords Post data: 'authtoken'=>'REDACTED', 'scope'=>'crmapi', 'newFormat'=>1, 'version'=>4, 'duplicateCheck'=>2 'xmlData'=> '<?xml version="1.0"?> <Contacts> <row no="1"> <![CDATA[]]> <FL val="First Name"> <![CDATA[D]]> </FL> <FL val="Last Name"> <![CDATA[L]]> </FL> <FL val="Email"> <![CDATA[dl@email.com]]> </FL> <FL val="Title"> <![CDATA[MyTitle]]> </FL> <FL val="Phone"> <![CDATA[(999)
Exporting Data from ZohoCRM to a Webservice via an XML
Hi All, I have been working on this for a while now and I need some advise. I have a 3rd party application which can retrieve information directly from a webservice in the form of XML and import directly into that application. I need to know, how do I export that data from Zoho in a specific XML format and have it sent directly to a webservice. Any help or advice will be appreciated.
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