email alerts not working
i've set up the workflow rule & added the email template. It's a simple rule that should send an alert when a new lead is created. I've tested not having any criteria and having criteria and neither have worked. How can I fix it? thanks
Multiple Duplicate Leads, quick removal technique?
I have mutiple duplicate leads and it is too cumbersome to remove them Lead by lead in the Find and Merge function. Any suggestions on how to remove large numbers of duplicates quicker? Robert
emails not showing up
When an email is sent to two emails in our system, one the the accounts does not receive the email. This has been an on-going problem and I do have a paid subscription.. Thanks
Finding what contacts at a company there have been communications with?
I'm sure I've asked this before without a response, but I am going to try again. I have a company that has close to 100 contacts associated with it. I know that there has been some communication with one of the people at the company, most likely recorded by an email that has been attached to the contact record. I have no idea which contact we've been communicating with. How do I find the contact without having to open each contact record individually?
Automated Fields within Event
I have assessors that go out to appointments in contacts homes, Looking at the Events page there is a look up for the contact name but what is really needed that when the contact name is selected then the Venue is changed to show their address.
How can I have de Mapping process developed from Top Solutions
Dear sirs , We contacted the very ZOHO . Due to communication problems we are facing , we believe it is a matter of culture and languages . We understand your dissatisfaction in the meet Luis and do not intend to cause problems . We bought a program that does not know how to use . We have no manual and can not know why some things . Request for internal decision that you send us MAPPING PROCESS FOR IMPLEMENTING THE ZOHO and Macroprocess developed by you and paid by our company where we will see
Filter in GetRecords
Good Morning; How can I get request from a Support API by the GetRecords filter for the Created Time or the another field ? Example: Create Time between 2013-10-01 and 2013-10-20 or just Request Id = 6646 I see the parameter lastmodifiedtime but don´t work or I don´t know how to use. Tks!
Security Issue: List View: Email List Download
Can anyone help champion this email data security issue? Background: Our users do not have access to reports and cannot update Views. None of our View lists contain Street, Phone, Email. On Details, I give Users access to view/read/write to Street, Phone, Email fields when they are looking at the Detail. For example, It's important for a telemarketer to get an Email address from the prospect to send follow up email. As we have turnover and Telemarketers/Salespeople quit, I'm confident they
BCC Dropbox v. Google Mail integration
We have successfully used the google mail integration since getting zoho. I see the new BCC Dropbox feature. Is this anything I should pay attention to - does it offer any features that our current google mail integration with zoho crm does not?
Problem with xmlData parameter
Hi there, I am using Zoho CRM lead, inserting record XML data by using Curl technique and sending only email address through XML. I am getting error code 4600 and display the following message: 'Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter'. Waiting for your technical assist response.
Adding product to price book by product code
Hello, I have an issue creating price books It is impossible to find product in PRICEBOOK by the product code. By the way in the global search and settings there are possibility to find product by CODE, and settings search fields in PRODUCT are marked as searchable.
have to refresh our Zoho web page
Since one week, We got problems when we add or modify a Contact or Account information. For example, we add a new contact. After to have saved, we are blocked. We must refresh our screen to go further.
Multi part Potentials
I am looking for a way to input a Potential amount, across many months. For example, we are going to "close" a 100,000 deal , but each part will be in different months. (for this example and ease, lets say 10 months at 10K/month) Is there a way to break apart the potential amounts and dates, or would this mean I would have to create 10 separate Potentials? My last CRM allowed us to distribute the revenue across different months.. Thanks in advance for any and all help
Custom Field in Activities
I want to add a few Delivery Tasks. For this I want to use the Contact Mailing Address to be linked somehow and appear in the tasks view. How can I do this? I don't have that field when I create a View. Thanks a lot! Gery
Zoho CRM and Outlook Plugin
Once a case is created from the email and sender email is saved in the email field address of the zoho case form, can I have an automated response sent to the customer. (for example, you have opened case # xxxxx, thank you....) I do not see a choice for when cases are created to send to that field (the email field) Thanks
Formulas for Custom Fields
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
Duplicates
I am getting duplicate entries in self created reports. How do i remove them.
Auto Email Set up not working
I have set up and configured auto email so that when data is created or edited in accounts will result in a group of people receiving notification email to say that the record has been updated. All set up seemed fine but no auto email is being sent?
Forecasts problem
I have created forecasts for Oct, Nov and Dec 2013 but, I am now unable to create any forecasts before that date. Is this because it only allows you to create forecasts from now? I have historical forecasts I wanted to add.
Potentials Created Through Campaign Aren't Visible
I have leads associated with a campaign and on conversion to a Potential, the campaign information doesn't carry over to the Potential itself, nor does the Potential get listed under the campaign. I've also tried to create a new Potential directly from the Campaign page, and it never shows except on the Potentials page. I've attached two images. One shows the blank area of the potentials section on a Campaign Detail Page, and the second image shows the potentials I created based from the campaign.
Mobile Events
I have previously installed the mobile CRM app and all the events were shown correctly. Then I went online and changed the date to a recurring event from every other Friday to every other Thursday. The app now shows the events on Thursday's, but the Friday event is still there. The Friday event was removed from the online CRM site, but on the mobile it was not deleted. Any way to fix this? Thanks
Questions about Reports
I would like somebody could help me to create a Report where I can have Leads and Potentials in the same report. I haven`t found a way to have them together. I need to see the date where I create a Lead and date when it turns into a Potentials. I hope you could help me. Thanks.
Price Book Preview and Print
Here is my question. While in Price Books > {select price book} When I click on "Print Preview" of the price book it shows the first 10 entries. I click the next button to show the remaining 5 products but the "Print Preview" only shows the same original 10 entries. Is there a way to show all of the products in the price book and print them out? I may be missing something but not sure what. Having the ability to print out all of the products in each of the price book is key. Thanks in advance.
How can I tell if a product is in a price book?
I've been trying to create price books for my diff. products but when I go to invoicing my price books never show up. Please include in the Products: All Products a column that tells me which price book that particular product belongs to... and keep in mind that one product can be in diff. price books based on markup for diff. end consumers! many many thanks Dennis dgd
Price Books product import 10000 products
Hello, I need to use PriceBooks but in the IMPORT field only general data avaiable and it is not possible to update the price for the whole range of products AFAIK I need to update price book with price up to 10000 products How it could be done?
CRM customization
Hi all, I just open a free ZOHO CRM account for my organization and I am trying to add some fields to leads layout. In the past I did that but now, seems to me is not possible.Can you help me? email: pedro.pascoal@peri.co.mz Kind regards, Pedro
Formula Field not updating
I've deleted and re-created a formula field several different ways and each time the formula field does not update when creating a new lead. To get the field to update, you must create the lead, then re-open the lead and edit one of the fields associated with the formula. This is an error in Zoho.
String formula not updating
I created a formula using the If statement based on whether the value in one field is larger than the value in another field. The formula field is not updating after the lead form gets saved and since I have a rule triggering off of the value in this field, the rule never gets triggered either. How do I get Zoho to update this field.
activites
I lost it from my dashboard. how do I retrieve it? L
Email Template question reply BUMP POST
Prakash, thanks for the reply to my earlier post. I'm not sure you have understood my requirement correctly, i WANT to attach certain files to the email templates, i have already uploaded these documents to ZOHO Documents, so why can i only attach files that are store locally to my PC??? I have created a series of template emails that contain various PDF's, these are NOT mass mailing campaigns, they are for individual responses to emails, i have certain document that i send all the time, so i'm trying
Limit visability to Standard Role?
Can I limit visibility of some leads,contacts, potentials and clients based on geographical location? I am trying to limit visibility of activity in one of our markets to an employee who works in another market. Is this possible? Thank you.
View Invoices in Zoho CRM
Hi I would like to be able to view all the invoices created in Zoho Books and assigned to a particular vendor or contact, from within Zoho CRM. This would greatly assist reporting. Is this possible? thanks
'field name' mapping between Zoho CRM and Accumulus
I am trying to integrate accumulus subscription billing into CRM, First I get contacts, instead of leads created when i add new customers in accumulus, second i do not get a status field brought over. there is a place in the accumulus settings that asks for "Zoho status field name" have tried "status" and many forms of including the $(STATUS) convention. I am at a loss on how to integrate this field and it is crucial to Our implementation and workflow rules. any advice or help would be greatly appreciated,
PHP code example for fetching contact record by Email
Hi, I am after a simple example in PHP. I need to know how to fetch a contact record by Email and print out some standard fields like Contact Name, Phone? I checked the API and Examples in ZOHO documentation but they are not complete. Any help is much appreciated. Thanks, Sam
Tasks - Cancelled
On occasion a task is created, worked on, then cancelled or abandoned. While updating the Status field to 'Completed' removes the task from the Active lists, the descriptor is inaccurate. I have created another drop-down option called 'Cancelled' and would like to know how to code this option to automatically move the task from Open to Closed Activities. Thanks Felicity
URL Parameter tracking for Emails
Hi, I am trying to send email templates that I have created to Contacts. I want to know how to add url parameter tracking into the email templates. I do not want to create campaigns, I want to choose who to email from my Contact list. How do I update the url parameters to track these smaller groups of people I am emailing?
ZCRM Features on my Wishlist
As a long time ZCRM user I'd like to offer my sugestions for the next improvements for your product. In general, I think the development team needs to get back to basics. While I do appreciate the newer integration gadgets and features teh team seems to have left behind some very important basic functionality that needs to be improved. If you want to increase your user base I believe that you should focus on strengthening the core functionality first. Every user will use the basic features such as
Zoho CRM Feature Request
I understand that this is not currently a feature, but I'd like to post a request that the feature be added so you know there's demand for it: If possible, please add the ability to convert accounts back to leads. We operate in an industry where clients can be won and lost from year to year and we would not like to lose all the historical information associated with the accounts if they are lost, should we decide to pursue them in the future.
Winter time change
Dear team, Last Sunday, many countries (but USA) have switched to winter time. This means that these countries (including most of Europe) had their clocks adjusted to have one hour less. I have my CRM based on Mexico time. This country has also switched to winter time. However, this does not seem to be taken into account by your system: I am receiving my scheduled reports one hour earlier. I bet that same issue is arising for reminders. Could you please take a look and adjust? The planet is not centered
Formula Fields deducting a number of days from a given date
Hi I am sure that this can be achieved but I keep ending up with a syntax error. I have a contract end date which is manually entered or imported from a web form. I would like a formula field which simply calculates the contract end date minus 130 days. If it can be displayed as a date rather than a date/time even better. I already have a process that alerts the client via email but have the review date in an email on other followup correspondence will look very professional.
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