ZOHO is running extremely slow
What is going on ZOHO is running extremely slow
Cannot see the link to pay using Paypal
Apologies if this comes up twice, I could have sworn I posted it - but its not showing on the site. Anyway, I'm trying to upgrade and cannot see anywhere to pay with Paypal - although that method is quoted in the knowledge base. Can anyone help please? Thanks James.
Rename custom fields
I've added a custom Lead field: business unit. I would like to not only rename one of the business units, but also apply this change to the existing leads and contacts. Is this possible? Rikkert Kleerekoper
Copying address from account in invoice
Hi, Just wanted to know if it was possible to autofill the billing and postal address in a invoice with the details from the account specified? Cheers, Kate
Activity Total
I would like to run either a report or an "Activity View" that will allow me to see the Total Calls Emails Separated for Accounts & Leads That will Show the Account Owner and can be Filtered for a Period of Time. I would also like to see the account name and activity date if possible. Something Along the Lines of... March 2013 John Smith Made 200 Calls to Leads 150 Calls to Contacts
New to zoho - Can I display sales info in Accounts tab?
Hi there, I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account. We presently use an in house system written in access to store all of our sales & stock information. My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the
Is it possible to search mails?
We are using the mail add-on, is it possible to search for mails associated with a certain lead\contact\account shared by another user\all users?
Mail add-in from Gmail
Hi, Is there a way to send mails from Gmail\Apple Mail and decide which are going to be shared with everybody without logging into the CRM? Thank you, Dina
Sending email from inside a Contact
Doing so, From address is the @zoho.com address. I want it to be from @<mydomain>. How do I modify this? Sending email from within the Email APP, I can choose which from address I want to sent from.
BCC to Dropbox
I started using BCC to Dropbox and my email host returned a delayed message: This is an automatically generated Delivery Status Notification THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. Delivery to the following recipient has been delayed: Obviously disconcerting given I rely on zoho--can somebody explain if this message will bounce or is the result of something specific?
importing contacts from CSV file
I am trying to import contacts from a CSV file. Yes, the top row of the CSV is the field names. (if only the solution were that simple!) I select the file and import it. The problem comes that when I go to map by clicking on a Zoho field name it does not allow me to select a single column. It lists CompanyFirstNameLastNameStreet etc. Help Please! I tried to chat but got an error message that my email or password is not valid. I requested a new password. Got a message that email was not found.
adding lead name field to "calls" page
trying to add the lead name field to the calls module so that it will include this field when I log a call. Currently it only shows contact.
People not getting emails sent from Zoho mail in CRM
Hello, I use the Zoho Mail plugin for Zoho CRM and lately I have had quite a few people not getting emails that I sent. They are not getting returned to me undeliverable. It has happened using BOTH the Zoho SMTP and my Go Daddy SMTP. Its kind of scary actually because it makes me look flaky. I can go to my sent folder and they are there and I can actually forward it to the person again and they sometimes get it. It doesn't happen to any particular contact. Has anyone else had this happen? It's
Company field in leads mapping to Accounts Name
Can I change the mapping of the main fields in these modules? I want to change the mapping of a custom field in Leads (Referral) to take the place of the Account name, instead of the company field. Is this possible? or do I have to make a custom module myself in order to do this?
Adding e-mails from Outlook via Plug-in for MS Outlook
Hello, it is happening to me quite often that I have e-mail conversation not related to Contact itself or Potential, but to Campaign, Product or Company ... would it be possible to enable e-mail imports also to these modules? Now I have to combine e-mail imports for Potentials/Contacts and copy/paste + Add Attachement for Campaigns/Products etc. Thanks Lukas
Can't access reports
As of yesterday, none of the three admins on our account can access any reports. When we click on one we get the message: Insufficient Privileges to perform this operation. Contact your Administrator. Back to Home. Has anyone else had this happen to them recently? There were no settings changed so this is all confusing to me. Thanks!
Problems importing CSV file
I have tried to import a CSV file several times now and can not seem to make it happen. I have already removed () and ' and + from the records. Can you assist? Tom temiller11
Customer portal
hello, In several forum items there's rumour on the subject customer portal. A client of mine is desperately seeking for this feature. He's got an website development organisation with 700 customers. Yes, it's nice they can sent a ticket/case but they want to give the customer feedback (on-line) on several other issues (status productdetails. etc). Is there more information what the user portal will offer, when is going to be released and what will be additional costs. It's a big feature. Organisations
Statistics of used api requests for the current day ?
Is there a way to see how many requests are used for the current day.
zoho & ms access - Is this possible?
Hi there, I've just started playing on a trial account & wanted to check and see if the functionality our company needs is available before signing up to an ongoing account. We presently use an in house system written in access to store all of our sales & stock information. My end goal with zoho crm would be to be able to open the "accounts" tab, select an account and possible within the "sales orders" panel, display the customers last 10 sales. My question is can i pull that sales info out of the
Deleting Email In Zoho Mail Deletes Email From Contact In Zoho CRM
Any chance anybody has a fix for this? If I manually attach via Outlook, email saves to contact/lead record. Same with new dropbox feature. If deleted in Zoho Mail, email message is deleted from contact in CRM.
Want to upgrade but cannot see a Paypal link anywhere?
Hi., we're ready to go ahead and upgrade but I go through the checkout and I cannot see a Paypal link although it is listed as a payment option in the knowledgebase. Can you help please? Thanks James.
ZOHO CRM HAS NOT BEEN ACCESSIBLE FOR 20 HOURS+???
OK, I am a bit frustrated... Yesterday morning, my sales reps and I noticed zoho CRM loading very slowly and freezing up many times. Then, around 1pm, it stopped working for good. Since yesterday, none of us have been able to log onto zoho CRM from the office or from our homes. We can navigate throughout the website, but when attempting to log into the CRM, we get the "Loading... Please wait." message until the page times out. I have tried calling yesterday and they were no help; after taking a screenshot
How many custom fields?
Hi. I'm a new user and a pretty basic one at that. I'm wondering how may custom fields/sections I am allowed. I can see it says 25, but surely that can't be it? Thanks for your help. Nige M
Custom Fields
Hi, Is there a way to customize the Fields that appear below the Description fields? I mean you customize all the fields required when creating the contact/account/lead/etc, but then when you enter the created item there are many fields that appear below that info, such Related tasks, Contacts, Cases, etc, Can we edit that as well? Thanks! A
Link a Purchase Order to an Invoice
Hi, I just have a quick question or two; Is it possible to create a link between a Purchase Order you've created and its corresponding Invoice or Quote? And if it is possible to do so, can it be done in a way that allows you to open the Purchase Order, look through it, then, while still inside the purchase order be able to click on a link that will open up it's Invoice or the Quote? - Thanks
Seach data type
Hello, How can i create a custom field with search data type instead of text or numeric? thanks Regards.
search data type
Hello!, Anyone knows, how can i create a custom field with Seach data type instead of text, numeric ...? Regards Thanks
Web form doesn't work
Hi folks - I'm a Zoho newbie, and wonder if someone with eagle eyes can help please. We want the web form published here http://www.shaking-tent.com/saleconfirmationform/ to automatically add leads to our CRM. Also we want an email notification of any new contact received. Completing the form doesn't seem to do either of these. I've read through some other forum posts, but can't find why this isn't working. Can someone help please? Chris
why cant i create/add a new field to calls
I want to add Lead Name to the calls module, but there is no add/import field
New guy looking for understanding of workflow automation
Thanks for taking the time to read my post. I'm new to Zoho, and totally green when it comes to CRM(the process), but I have big ideas that I want to implement in my residential focused HVAC business. I want to be able to automate pre and post appointment emails, mail and automatically place a reminder into my tasks to do a follow up phone call for my service repairs, new system installs, and of course proposals. for example: Once I successfully close out an service appointment, I want to be reminded
Google apps script and Zoho API
Hello, i want create a leads with Google apps Script and my code make ERROR 4600 (problem with XmlData), but i don't know why ? could you help me thanks function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'aaaa', 'scope' : 'crmapi',
Google Apps Script and Zoho API
Hello, i want insert leads with Google Apps Script but i have one error and i don't find the mistake, could you help me ? function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'XXXXXX', 'scope' : 'crmapi', 'newFormat' : '1', 'xmlData'
Google apps script and api
hello, do you know insert a leads with api and Google Apps Script. I write this code and i already have as response is "<response><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>" Do you have a solution ? thanks xmlData="xmlData=<Leads><row no='1'><FL val='First Name'>"+LeadsList.getString('nom')+"</FL><row></Leads>"; Logger.log(xmlData); var options = {
CRM: Convert to Free Edition before it expire
Hi, I am trying the CRM in Trial Professional Edition period. I put in some data and customized some reports. Now I want to know if all those customization will be there after the trial period ( in the free edition). 1 )Is there anyway to test what will remain or 2) Can I convert to free edition before the trail end? How? Thanks
API with Aweber?
Zapier API shows a connection between Aweber and Zoho Premium (not the same term used at Zoho) but Zoho does not show it. Is this becasue there is no direct connection and there is a connection throuh a 3rd party API? Can someone confirm if Zapier works and which Zoho version to connects to Aweber?
Documents just for me
If I have my own document (just for me) uploaded in my carpet (no shared to anyone) and I want to attach this document to an account that is shared with other vendors. I don´t want to share this document with the other vendors, it is possible?
Email Contacts based on Account Data
Is there a way to filter by information based in the "Account" tab and then send an email to the related contacts? In other words, the criteria I need to filter is found in the accounts section, but I can't contact an account, I need to email the related contacts. Is this possible for mass email? Thanks.
ZOHO "From" Emails within Templates
If logged in under a separate user, when sending a template using a different name it appears as that users email and not as their actual name. ie Mary Jo sends an email, and switches the from field to her manager "Joe Smith." In the FROM field it reads jsmith2323 instead of from Joe Smith. When an email is sent from Joe, while he is logged in, there is no problem. How does one fix this so all emails are uniform in who they are sent from/replied to, and have it not be an email address, but a name?
unwanted text automatically added to e-mail template footers
whenever I send an group e-mail using a zoho crm template the following text is added to the footer. How do I get rid of this? Open in Google Docs Viewer Open link in new tab Open link in new window Open link in new incognito window Download file Copy link address Edit PDF File on PDFescape.com this text is automatically added in the footer, and can not be modified. while the items in the list appear to be menu options, they are not active links. With this extraneous text added to every e-mail
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