Web-to-leads form - Case Origin Error
Hello, Last week I generated a web-to-leads form for my website. The form was tested and worked fine. Last night and this morning I have been receiving an error whenever anyone tried to submit the form reading 'Case Origin cannot be none.' See the image below. I have tried regenerating the code, changing the optional fields, deleting and re-imputing the code but keep getting the same error. I would be extremely grateful for any assistance. Thank you!
Synching contacts from Zoho to gmail
I had contacts synching from Zoho to gmail and it is now not working. I have followed the instructions to try to refresh the interface and still does not seem to work. Can you advise on how I might fix this as it is causing a real problem.
New in Zoho CRM: Criteria Pattern Editor
Hello, We recently made some enhancements in the List View feature and Reports module. Criteria Pattern Editor As promised in our previous forum threads, we have released the Criteria Pattern Editor for the custom List Views. Now, you can add complex criteria patterns for custom List Views using the editor that allows you to manually specify the criteria pattern. Please note that this option is available only for criteria under custom List Views. Learn more here. View Recently Accessed Reports Under
API getFields not returning Id fields
When I use getRecords, I get back Id fields like (e.g. on Potentials) POTENTIALID SMOWNERID ACCOUNTID etc. Why don't I get metadata for those fields when I use getFields ?
Can I create a "View" or Report that viewable to the public via a link?
I would like my business partners, who send me leads, to be able to see a read only view of a custom Leads View or at the very least, a report showing the status of their leads. I know I can just print one but I want it to be automatic and the data in real time.
Adding (syncing) new contacts from Outlook to "Leads" module (why only to Contacts)
Why is there not an option to add Outlook contacts to Zoho Leads (why only to Contacts). If you can add contacts to Leads with the iPhone app, why not with Outlook plug-in? When adding a new contact to Zoho it woud be easier to add it to Leads and then use Zoho to convert it to Contacts & Accounts. That way all the business info (phone, addresss, etc.) would be added to the Accounts module also (instead of being blank??). When syncing from Outlook only the business name is added to Accounts, and
Contatos no menu expresso da direita
Tenho cadastrado contatos em contas que antes apareciam do lado diteiro quando eu trabalhava uma oportuniudade nessa conta. Agora não aparece mais, como se não houvesse contatos cadastrados nessa conta. O que pode estar havendo? Grato, Mário.
Como puedo colocar en una plantilla de mail, el campo: con copia "CC"
Hola a todos, he encontrado otra cosilla que no he podido hacer y es el como colocar dentro de una plantilla el campo CC "con copia" para que mis mails enviados desde el CRM lleven siempre el correo electrónico de una persona especifica y este enterada dicha persona de los envíos que se han realizado. Quedo a la espera de la respuesta para esta nueva inquietud, gracias por su tiempo.
Home page sections
My ZoHo home page does note display "Easy Set Up for Administrators" section.
zoho projects works but account locked in crm
Hi, i can access to mine zoho projects but i can't to zoho crm, i want to do play with it to understand its can fit mine needs. thanks for kind reply Daniele
Why can't I add "Home Phone" to a Case?
I am using Cases to record technical problems logged by Contacts. Some are at Home (Residential) and others are at Work. Under Contacts i record Home Phone or Phone (which is work phone) When I log a Case , there is only an option for Phone (Work Phone) Even in Customization - Layout, there is no option to add in Home Phone to a Case. I even upgraded to Pro version trial but no joy. I am left with the only option of re-importing records and pointing Home Phone records to the Zoho "Phone(Work Phone)
Formulas returning false, true
Please don't tag this as answered the moment you reply, as many of my questions (and I have seen this with many others' questions) that have been labelled "Answered" have not been at all. I have created a checkbox. On the Account page the checkbox either shows a tick, or nothing at all. I have created an inventory template to use the data from the checkbox. On the template the checkbox returns either false or true. We need the vale on the inventory template to return a tick or a cross. Before you
Closing Tasks
Hi. It takes WAY TOO MUCH EFFORT to close an activity/ task. There needs to be a fast way to mark a task complete. Please let me know if this is in the works. ok
How to add target list in campaign?
I am new to zoho and my aim is to use it mainly for tracking marketing campaigns. I own an estate agency and we do have quite a volume of marketing going out every month. I understand the meaning of leads in zoho but my question is this. When I do a targeted campaign with letters to hundreds of people do I add them in zoho as leads or do I keep them in the csv file and add the file in the campaign? If yes then how can I add a file to a campaign? Any insight would be helpful as I am really new to
zoho CRM API using PHP
Hello, we are trying to retrieve all the contacts and contacts notes using zoho crm API. We have use the example which is provided in the zoho web page: http://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the But the answer from zoho web is blank. We are using the example without editing anything but the auth token and we have tried to run the example from two different web servers. could you help us? thank you in advance, MIguel
Notes not appearing in lead view
Hi, I have several instances in Zoho CRM where a note exists that is related to a Lead does not show up when viewing the lead. I know that the note exists because it shows up in searches. Does anyone know why this might be happening and how I can fix it? Thanks!
All notes in Potentials and Leads disappeared after deleting unused field
Help! I deleted a custom field in Leads and Potentials (which was never used in the first place). I got the warning message saying that any data in that field will be erased if I remove the field, which was fine (because there was no data in it in the first place) so I proceeded to delete them. Now, when I look at my Potentials and leads, all of the notes pertaining to each of my potentials are gone! Can you please help? What happened? Kind regards Gene Reynolds
Missing Field in Tab View
I have added "Potential" look-up field to Puchase Order and added to the tab-view(front page) that staffs can easily view which potential the purchase for. The "Potential" view was display fine and suddenly it disappeared from the view two days ago. When I click into the created purchase orders, the "Potential" is still there, and it just not showing anything on the display view (whole column is blank, just has the "Potential" heading on the top) The interesting thing is, when I printed the view,
Email integration
I have started testing zoho and I need to determine if it can link my emails to a specific contact and account. This is a very specific requirement. I want to be able to send an email from my iPhone (using native iPhone email app) or from Outlook and then be able to see that as a history item under the contact and account. I also need this for incoming emails as well.
Activities View
Hi All, Is there any way to add the Account Name associated with an activity to the Activity View? Thanks
Can a lead be converted to a contact?
Can a lead be converted to a contact?
Selecting Fields as non-prinitng
Is it possible to select a field as non-printable? i.e. it appears on the quote for internal information, but is not printed on the pdf/email to the customer?
Customize mobile view - looks messy
Hi, In the desktop edition, I have organised the fields in order to makes it easier to edit or add a new lead. I have created 2 columns, each for a different "section" which looks good in the desktop edition, however, when I look it on the mobile edition, it seems pretty messy. The columns are mixed to make it one, and should be one section under another, not all together. How can I modify this?
Prevent duplicate lead creation from web to lead
We are using web to lead creation and it seems to work well. A problem we have is when a prospect fills out 2 or more forms on our website and clicks submit. This will create a duplicate or even triplicate lead with the same email address and user information. Is there a rule we can run that will prevent a lead from being created if a lead with the same email address already exists? We would like it to create a new lead if the previous lead is 30 days old or older but not if the first lead was
I'm looking for a detailed look at how a small service company uses ZohoCRM...
I've been using ZohoCRM for a little over a year, I think. One stupid little feature required me to jump to the Enterprise edition of ZohoCRM, from Professional. I'm mildly annoyed, but I know there are a lot more ways we can take advantage of the software than we currently are, especially now. So, I want to make the best of it cause I know it can make our business better. I realize that when we first got set up with Zoho, I was moving here from SugarCRM and the move was more than a little sloppy.
Background-image in a inventory template
Hello, I have the following queries: - I'm trying to use the CSS property "background-image" in inventory template to customize a quotes, but does not work. - When I export to pdf amending the font size of the text and the font family. Is there any way to fix it? Kindest regards,
Linking details from Contacts to Potentials
I would like some of the details/fields entered in the Contacts to be automatically brought over to a new Potential. I have tried using lookup which didnt give the desired result. I basically dont want my client to have to re-enter details they would have already typed into Contacts, Any ideas? Thanks
Bird's eye view of what department (and status) a lead is in
Hello, All our employees from all departments in our lending institution are part of the CRM. Our business is b2c and focused on an individual - his place of employment is only a field to us. Departments are identified and classified under roles and profiles. At this time, we only use the lead module. This is where all employees operate. A lead turns into a client within the lead module based on a status. The following is the traversal of the lead on paper: Web to Lead -> Screening -> Sales -> Verification
Trying create a new task for a lead and contact
Whenever I pick a due date from the dropdown calendar, the dialog box for the activity just disappears and no activity is created, but if I manually type in the date, it works?
CRM contextual gadget for GMail breaking meeting invite emails
I submitted another related post about this (but it is still awaiting moderation), however it seems as though we've found the cause of our problem. Whenever a GMail user has the Zoho CRM contextual gadget displayed at the bottom of a Zoho meeting invite email the email gets altered in some way that adds a gray background to the body and disables all links (e.g. the join meeting link). Whenever we disable Zoho CRM integration for our Google Apps domain (thus removing the contextual gadget) the
Website Integration problem. Web-To-Lead Form
I create a new form from the Website integration page, I can add the HTML script to my website, but when a user signs up using the form, the data dose not show up into my ZOHO Leads area. Its doesn't show up anywhere? need help!!! :/
Showing all notes for an account by default
When looking at the account tab, there is an area for notes. Clicking 'Show All Notes' will also show notes for the contacts associated with the account. Is there a way to enable this box to be clicked by default?
'Notes for this lead' missing
My 'Notes for this Lead' on the Task screen have disappeared. They are still there on the 'Lead' screen. It just started today. What's happened and how do I get it to work properly? Ray rlefenfeld@ozmosys.com
Notes - I cannot see any Notes in any record.
Help. I cannot see notes that I know exist for prospects. They were there yesterday but gone today. Is there an issue with ZOHO or is there a process to get them to appear?
Cannot create 'Designation' on Leads
When I attempt to create a custom field called 'Designation' on Leads, I get the error message "Field in the specified label already exists for Leads". The language is set to English and I don't see any label by the name 'Desgination'. Kindly help.
Email merge field from Product Details not working
Hi there, When I try to include a merge field from product details i.e. ${SalesOrders.Product Details}, on a Sales Order template, the product details do not show up in the mail wheras the rest of the merge fields are ok. Is there a problem with merge fields from detail sections ? Ps this is urgent as I need to give a demo soon :-) Thanks Andrew
When administrator uses Zoho CRM Mobile Edition, the app on Mobile syncs with Web (Cloud) Edition, all the other user's data will be deleted , WHY ?
When I (administrator) use Zoho CRM Mobile Edition on my Android mobile, the app on Mobile syncs with Web (Cloud) Edition, all the other user's data will be deleted , WHY ? After that, when I de-active that function (CRM Mobile Edition) of administrator, everything's ok! And now, I'm very afraid of using that plan (active Mobile Edition) agian Who can help me ?
Formulae for lapsed days from the date of creation.
What is the formulae you can insert into a field to get lapsed days from the creation date? IE the field must display the number of days since the record was created.
Zoho crm & Dropbox, Can i creat folder in dropbox via zoho crm webhooks?
Best Regards, Moshe Soffer CRM Solutions expert Tel: +972-52-8795287 www.holisticcrm.co.i
Report on mass emails sent
How do we check if our mass email was received and opened? Does Zoho generate such a report? Any suggestions?
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