Zoho CRM payment integration web form
Is there any way to accept payment from customers through Zoho CRM web to contact form? Even a simple Paypal redirect after selecting a payment amount on the form?
Custom Template Inventory PDF Print Size Very Large
Hello, We have created a fairly standard HTML template. The template works fine apart from when the saved PDF is sent to the print que it is over 60mb!! The PDF itself is only 80kb so i am not sure why this is happening. This happen to our clients when printing the PDF also. Any ideas on what could cause this would be very helpful. Thank you
Size problem when downloading inventory template
Hello there, i have created one inventory template in zoho crm it works great but when i export it as PDF its size is 2.26MB shocking man because my total its HTML with images is 150kb.
-= Maturing business approach - Integrating Website to CRM via API's =-
I would like to understand the best approach for the following: We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal. However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating
Quick actions
Hi there, My quick actions menus have seem to of gone missing, can anyone help? Also, is there an option in the leads to set a call back? Thanks
Adding Outlook Plug-In to Existing Zoho CRM Account
Did not select Outlook Plug-In when initially creating a user but would like to add now. Cannot figure out how to do so. Thanks
importing leads and overwriting created date
i would like to import a spreadsheet of leads, but use the date data in my document to overwrite the created date for sorting purposes. Is this possible?
Adding Zoho CRM Plug-in for Microsoft Outlook to an existing Zoho CRM account
I can get to the subscriptions page but cannot figure out how to purchase the plug in for an existing Zoho CRM account (was an option to add Outlook plug-in when creating the account).
How to have ampersand in account name?
So when I try to use the API method to insertRecords for potentials it uploaded all but a few and after much playing around it appears that the reason why they didn't upload (had error 500) was because I had a & (ampersand) in my account name. So i tried the html escape squance of %26 and that didn't work. Example would be <Potentials><row val="1"><FL val="Account Name">AT&T</FL></row></Potentials>. If i send that I get a error 500. if I use the escape squence %26 <Potentials><row val="1"><FL
Using Zoho as a Teaming Partner Database?
I currently have a spreadsheet of teaming partner data including areas of expertise, partnering history, main contact, geographical area, etc. Rather than continue to build out the spreadsheet, we would like to import the information into a database. We currently have Zoho CRM and use it for contacts, pursuits, and opportunities. Could we use it for teaming partner information? How could we go about structuring it? Thanks for any insight.
CRM & Email
How do I find out what is planned for CRM Email? One of the most powerful attractions for my clients is the ability to associate email with the contact (and account) record. Right now only sent mail is associated - not any responses. I would like to tell them to upgrade but it doesn't appear to be in the premium versions either. So now I am searching around trying to understand what your plans and intents are for CRM/Mail integration. Have you made such plans and stated them somewhere that I can
iPhone's dictation doesn't work with Description field
Hello, We've found that the iPhone's dictation function doesn't work with the Description field, but does work with the Subject field. Two questions: 1) Is this a bug, or by design? 2) Is there a character limitation in the Subject field? We've tested this on two separate iPhone 4Ss, using Zoho CRM version 2.1 with the most recent iOS software (6.1.3) Thank you.
Can we get RICH TEXT control from https://crm.zoho.com/crm/jsp/common/fieldtypes.jsp?module=Leads?
We want to create a custom filed that can save rich text data. Please help.
Viewing Email Without Preview Pane
I want to see more of my email on my computer screen. How can I view my email without seeing the preview of other emails on the left? I am using Zoho CRM with the Mail add on.
Contacts duplicates
Know anybody why all my contacts have been duplicated?
Server Error 500 when using [uploadFile] function to upload local file to [Account]
We would like to upload file to one of accounts using Zoho API. However we get Server ERROR 500 when trying to do it. What are we doing wrong? Detais of request: POST https://crm.zoho.com/crm/private/xml/Accounts/uploadFile HTTP/1.1 Content-Type: multipart/form-data; boundary=----------------------------8cff92225060c35 Host: crm.zoho.com Content-Length: 573 Expect: 100-continue ------------------------------8cff92225060c35 Content-Disposition: form-data; name="scope"; crmapi ------------------------------8cff92225060c35
User admin
I would like the ability to delete a user from our account completely not just to deactivate them. My understanding after chatting with the help desk is that the records that the user in question would be lost if the account was deleted. If you create a wizard that would first ask you to mass transfer a users data to another user and then delete the account, I believe this would solve the issue. It is rather ludicrous to think that an administrator would want to manage all of the transfers, and
Multiple web forms and identifying responses in Zoho
We are newbies but would be very grateful for some pointers to help us set-up multiple web forms for different types of request from users, then be able to identify the user by type of request in Zoho. For example we have users completing a form so we can then snail mail them a printed brochure, plus a web form for users to download a brochure. So how can we can add an invisible field, or otherwise, to each form that will tell us which form the user has used? Thanks for your help, D.
Formula field... translate from xls form?
Hi I have created a form in xls. I need it to Work in Zcrm.... but the nerds are not here :-( I tried to make a formula field (Currency). Anybody? =IF(YEAR(NOW())=YEAR(${Potentials.Contract Startup Date});VALUE(${Potentials.Price Installation})+VALUE(${Potentials.Sum/Month})*(12-MONTH(${Potentials.Contract Startup Date})+1);IF(YEAR(NOW())=YEAR(${Potentials.Contract End Date});VALUE(${Potentials.Sum/Month})*(MONTH(${Potentials.Contract End Date}));IF(AND(YEAR(${Potentials.Contract Startup Date})<YEAR(NOW());YEAR(NOW())<YEAR(${Potentials.Contract
How to create a rule to fill automatically a field in cases?
Hi, Im trying to create a rule for the automation of filling in a specific field in the cases section. I have 2 fields called Total Sale and Partner cut. I have now created a third field called Our cut. Now im trying to somehow get a rule that counts from previous/upcoming cases the Our cut field automatically. It is simple to count as Our Cut=Total Sales-Partner Cut. I just dont want to do this manually since we have already about 1000 past cases. Can someone tell me how to make rule that also fills
Link a new contact to a potential
Hi I would like to link a new contact to a potential but I don't know how to do that? I see only one contact in the sheet "potential" and the link "add a contact" is only present in Contracts sheet Thanks for your help. Charles
Connstant Contact
Has any linked zoho with the above..
if function for a new field formula
Hi there. I'm trying to implement a function that simplified would be this one: IF( Parent.Name != "",Parent.Name, Name) I'm not very familiarized with programming and with different programming methods. Basically would like to compare Parent.Name with an empty string and then add Parent.Name or Name depending on the answer. Can't be very difficult, but after trying so variants couldn't find one that works :/ Ty!
Unable to Update Pick Lists
This is a new problem for me, I am a CRM guru and have done this multiple times. I have Pick Lists, and when trying to Add Values, it goes through the steps, but does not update the fields when I click Save. A little frustrating. I can edit the existing value, but not add new ones. Hello mscott821 No upper limit reached. The last attempt was on a pick list with only two items, could not add the third. All modules are affected, Accounts, Contacts, Task, etc. It's only once it became apparent it
Capture recurring income
Hi Anybody have an idea how do I capture recurring income opportunities into my deal pipelines and forecasts? The Amount field under Potentials only captures once-off earnings and reports it as such, but we would like to register a number of deals that will generate recurring income... Any advice would be appreciated! Dana
Survey in zoho crm, is anybody know how to do this
Hi, One of my customers want to sent survey to his accounts, is it possible to do it with one of zoho application maybe with Campinas? Thank!!!
How can I get started with zoho CRM in my bussiness ?
Hello, I would like to ask you a question with Zoho CRM. I registered and got my Zoho CRM account, but I do not know how to start using Zoho CRM in my bussiness. Do you have any vertical CRM or something like a tool or a sample one? I need your consultation. What is the best profit using your CRM system instead of others. Could you please specific examples from your marketing aspect. kind regards, Chie
e mail campaign
Hi, Is it possible that I start e mail marketing campaign through zoho CRM? Thanks
Can't access campaigns table when converting lead to potential
a minor issue but it seems I cannot access or attribute a campagin to a potential created when converting a lead to account, contact and potential Any insights? Thanks, andrew
Auto updating webpage using Accounts details
Hi I'm wondering if it is possible to create a webpage that displays a few fields in a table format, that are taken directly from the Accounts entries in the CRM? I'm using it for our charity and have a number of organisations in the Account section. I want to display their name, town email, and website in a table that automatically pulls data from the CRM. I'm new to Zoho CRM, but know that this was possible in Salesforce through coding, hence my question here. Thanks Justyn
Customize Product Name Lookup Window?
I have a question about customizing the "product name lookup" field that pops up when adding a product to a sale order. I would like to be able to customize: a) What appears in this window b) How the information is displayed c) The size of the window d) Be able to filter based on product categories to limit what I see Is there a way to do this? I have searched the Help pages and did not find anything. Attached is a screen shot of what I am talking about.
Gmail contextual gadgets
The gmail contextual gadget for Zoho CRM doesn't seem to allow me to choose which fields to show. As such it's missing lots of ones I'd like to be able to change. It also doesn't link to the main lead page within Zoho CRM which means that if I want to change any fields not shown I need to login to CRM then search for the lead. Is there anyway to at least display a link within the gadget to take me straight to that lead within the main CRM? Thanks, Alex
Missing Imported Leads
I just mapped and imported a small .csv file of leads. 50% populated, the rest no luck. Any reason why this happens? Any ways to correct it? Thanks for your help.
Related Lists accessed by scrolling down page - make accessible horizontally across top
Hi!! Thank you for having this forum where we can submit feature requests. I know this is not Salesforce, but I do know that many people are moving from Salesforce over to Zoho. There are definitely ease of use features I was used to at Salesforce that I am now missing at Zoho. One is: having my significant related lists display horizontally across the top of an object so I don't have to scroll all the way down the page to reach them. For example, On a Potential (Opportunity), accross the top would
Help trying to implement our lead capture process?
Im looking to better our current lead capture process and would like to implement a few things. I have attached what our current process is and what we'd like to implement. A questions i'm having is how to implement step 2 of the ideal situation. We would be using 2 Zoho CRM accounts one for an Investment Company, and the other for the Realty company Step #2: 1. 2. The site they are directed to is a squeeze page with a simple name/email/phone form and we would like to give the lead the option
How can I get the contacts associated with a Potential via the API?
I can query for potentials via the API, but cannot figure out how to get the contacts associated with this potential. Ideally I'd be able to retrieve the CONTACTID for each of them.
change the desing of the multiple selection
Hello, I wanted to know if it is possible to change the design of the multiple selection for checkbox in the forms? I've tried but in the field I've modified the design I do not get a result thanks
change the desing of the multiple selection
Hello, I wanted to know if it is possible to change the design of the multiple selection for checkbox in the forms? I've tried but in the field I've modified the design I do not get a result thanks
can i have multiple contact lists?
Is it possible to set up multiple contact lists? I would like to use Zoho CRM to manage our contacts, but I would like to have a unique list for each of our 12 locations as opposed to all the data from all 12 locations in one contact list. Any help is appreciated. Thanks.
Cant configure new user in my CRM. System says email ID already used even though no user is there.
Cant configure new user in my CRM. System says email ID already used even though no user is there.
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