Web to Lead not working
My web to lead form is not working. It worked fine until I did a simple edit (removed two questions) to it this morning. I have edited it before without any problems. I am clueless as to why it isn't working. Here is a link to my form http://www.novagutters.com/request.htm. Any ideas why it isn't working?
Same product with different serial no
Hi at all I sell product1 at many customers, product1 is always same only different serial no. How can i do this? In account modul i should see, which serial no has product1 by each customer. Thanks for help
Contacts - make a sub group
How Is it possible to create a sub group in contacts Ie group 1 = agents Group 2 = suppliers So you can then see the 2 contact group categories as 2 separate contact lists
Automatic reminder for task - is it possible to set relative time of reminder?
I'm creating a rule in workflow automation to automatically create a task on a specific condition, however I need to remind a assignee with a pop-up as soon as the task is created, however as you can see on attached screenshot - I can only set specific time of the day, so if the rule condition will happen after that time - reminder will not be activated. So, please let me know how can I set a reminder time relative to task creation as it's being created automatically upon rule conditions?
Create Custom Module
can we create custom module in Zoho CRM, like what we can do in Salesforce CRM we can create custom objects. can do programing os some part of CRM?
fetching records from BanquetHalls(one of the menus)
Hi, I am a new guy in zoho. I am trying to integrate a page in which data will be fetched from Zoho CRM. I have a menu called BanquetHalls under More menu in the main menu bar of zoho. I have lots of room related records on that page. I need an API so that I can fetch data from that page. I can fetch the Leads or contacts record by the api(s). But please help me how to access those records from BanquetHalls page. I have tried with the following api, but it is not working: https://crm.zoho.com/crm/private/xml/BanquetHalls/getCVRecords?newFormat=1&authtoken=XXX&scope=crmapi
Problem importing data - Character limit in the Description field for cases
In the cases field I was able to write a long description, even a few pages long 10,000 characters no problem in the description field. However, I tried to import a case with a long description about 10,000+ characters long using import (both migrate and the import command in the case view) and I was only able to import 3,000 characters out of the 10,000 long description field in my csv file. Is there a fix for this? Or is this a limitation? Please let me know how I can import various cases that
How do I change a email address on ZOHO CRM for one of my employees
I cannot figure out how I can change an email address for one of my employees I have 30 minutes in the user profiles without any success. Thanks for your help
Importing accounts with products associated?
Hi, Short of creating a custom lookup field and associating that with the 'products' category, is there a way to import clients(accounts) with their purchased products attached? Thank you!
CRM task manager- is there a way of checking progress of tasks allocated to staff?
Its all very well allocating tasks to staff, but thats the last you hear about it. What would be good is if, when the staff member completes the task, we get a message: task A has been completed by staff member B. or, even better, Task C (name of task) allocated to staff D is overdue Can this be done?
Can not create email template - CRM
Hello, I have signed up for the CRM as free user, I want to create the new email template. When I click on the "New template" the loading message appears but nothing happens after that. Please let me know if I am missing something. Thank you
Create new email template is not working - CRM.
Hello, I have signed up for the free account of CRM. I have few leads and want to set rule for sending mail to them. It ask me to create new email template, But when I click on the "New Template" button it just shows loading on top and nothing is happening. Can anyone please tell me what is wrong with it. Thank you, Satish
Are 2 fields with the same name in the same module possible?
It doesn't appear possible for me to have two fields with the same name in the same module. I need to do something like Company A and Company B or Telephone A and Telephone B. It would appear that Zoho does not allow me to give the field a different value the way most forms work. Sugar CRM allows you to do this. The display name is just that, not the actual field value. Someone please tell me I'm wrong. I really like Zoho, but I need the ability to do this.
What upgrades took place last night to cause the issues today with Zoho CRM
Why were users not advised in advance of impending upgrade? Regards Paul
Web to Lead
Hi, My web-to-lead form is not collecting the data and importing it to zoho. Please help. www.thewealthyfarmer.com Thanks, Dave
Query - Linking product module to potential module
Hello, I want link the potential module with product module but the users of these module are different and need data protection/security to be private . What is the best practice to link these modules(business would not like users to view each others information )? Please advise Thanks Yasho
Web to Lead not working
As of today 2/25/13, my web lead integration has stopped working. The return URL is being called, but the Customer email is not being sent and the lead entry is not being made. Has something changed?
Multiple Contacts attached to an event
I want to record that multiple Contacts attended an Event. I can do that by adding them as 'Invitees', but then when I look at the Contact record of each Invitee it does not associate them with the event under their Activities list. Am I missing something?
Video (and perhaps other) Links in ZohoCRM
Many videos are on YouTube and are part of the marketing/support collateral of a company. Would be nice to have this available as a link in Documents part of Zohö CRM
Credit Card Details Update Malfunction
can't add new CC details Whenever I change the mo nth date for my new CC details it takes me back to the previous page - using chrome. Can therefor add new CC details and can't pay. Very Odd Any thoughts?
Can I change the default options for task subject?
As the Title says, is it possible to change the default options for the subject field in Task setting area? Thanks in advance.
Web to lead and campaigns
Can you connect using the web to lead form a campaign without having to do manually? We have not been able to import a lead into Zoho and have is attached to a campaign at the same time?
Zoho Viewer
How come the zoho viewer is not working? When I go to view a document- like cv or fee sheet- I like to do the viewer i/s of downloading the doc. Not working- looks like it is working – goes to new page and then “loading” starts but never stops.
Ron Shultz
I have two LEADS data bases. Call them 1 and 2. "1" has all the updated information I need. "2" has all the same names but not the updates and each database has a different distinct name. When I try to delete "2", it deletes "1" as well. I have followed the directions and suggestions from ZOHO and I must be missing something. Ideas?
Task Priority Sort
The default task priority sort appears to be alphabetical. When I customize the priority and do not select alphabetical sort, I still get an alphabetical result: High Highest Normal Low Lowest One would expect Highest to be the top priority, followed by High, then Normal, then Low and finally Lowest. In the iPhone app, this is exactly how the priority displays, but not on a desktop (PC or Mac). I have tried changing the naming convention adding numbers in front of the alpha listing (1 - Highest,
There is 2 contacts in the same CRM but they do not match !
It is in the title : There is 2 contacts in the same CRM but they do not match ! I turn to the forum to try to get help. I ask the regular way. Without answer, I turn to the escalading demand. Same : no proper answer… Zoho seems full of promises but so many flaws. This one is very interesting : Within the Zoho CRM, there is 2 different contact lists. That's great, but the trouble is that they don't match… One has got 7 contacts and the other has got 200 and that are not even the same contacts…!
Link to SAGE 50
Hi can ZOHO CRM integrate with Sage 50?
How to display all added sections?
Hi, can you also tell me how to display added sections in my page? I've added 8 additional sections to "Cases" but they do not display on the case page (only the three original sections which I've also renamed.). When I follow the instructions for editing the page layout, the new sections are not listed in the drag and drop window, only the original items are listed (Open Activities, Closed Activities and Attachments). Please help and thank you so much!!!
Web form leads and setting up an alert questions
Group, Is there some way to setup an alert that would e-mail me when a new lead is added to my CRM from my web forms?
CRM Mobail at Z10 BB
I want use Zoho mobail at my blackberry Z10. How can I install it?
How Do I add an Icon to Apps Column Permantly?
Hi! I am new to Zoho using the free version during my evaluation. I would like to know how to permanently add the CRM icon for quick launch. Can anyone guide me on this! Thanks Jeff
Quickbooks versions supported - WAY out of date now.
Why are you not keeping up with the Quickbooks versions? Quickbooks is sunsetting all versions you support in 2013. Is the connector really only good for QB2010??? Because of the QB sunset policy, I have had to update to 2013.
QuickBooks – Application Certificate popup window
I am following the instructions to Add Zoho CRM Application to QuickBooks Web Connector (QBWC) http://www.zoho.com/crm/help/quickbooks/install-quickbooks-web-connector.html#Add_Zoho_CRM_Application_to_QuickBooks_Web_Connector_(QBWC); however, I never get the Application Certificate popup window and cannot allow the application to read and modify this company file. I have deleted the file; deleted the QuickBooks program and reinstalled and everything else I can think of, but never get this screen
Can't create new prospects
Hi, Since this morning, me and my team aren't able to create new prospects/leads. In fact, we can create the prospect, but when we do a search we are note able to find that specific prospect called "Test". Is that an isolated issue or is anyone having the same problem? Suggestion? Thanks. Fred.
Changing Category Titles
I'm brand new to Zoho. Looking to Zoho CRM and Zoho Creator together to build a practice managment system for my law practice. I am new to CRMs in general. The terminology used by Zoho of "accounts" and "cases" and such is somewhat foreign to the terminology lawyers are used to. Is there any way to customize my account to change to category titles? Could I change, by way of nonsensical example, "Potentials" to "Guys with Green Hats"?
Zoho Invoice vs Zoho CRM invoicing
I have been looking at different solutions that can link our invoices to a crm so i don't need to renter infomration. Becuse I have been using zoho invoices for over 3 years, I wanted to give their CRM integration a shot first. So far it doesn't seem to integrate at all. And in pecking around I found invoicing on the Zoho CRM that would do what I want, then why do I need Zoho Invoices?
export contacts from deactived user
I just upgraded from a free to a paid acount on zoho crm. In doing so I deactivated a few of the users that were testing the CRM. I now have the paid version a 1 license. How can I get the contacts that my deactivated users created into the active account without having to pay for a for another license just to activate them from 5 minutes.
What about data if stop subscription and want to change system
Dear Zoho, If I go under subscription and later decide to stop because I want to use a different solution. I need to get all my data out from accounts, to opportunities and activities. Can I free get a dump of or export my data ? If yes, how ? Thanks! Regards, Leon
caractula
Como puedo cambiar la carátula de número de telefono para formato en España, ejemplo + 34 954186584 ?
email allowance
I like the fact that we can send 250 emails per day but I thought that the more licences we took out, the more emails we should be allowed, It seems silly that a one-man-band organisation can send 250 per day but a 100 strong company can still only send that same amount without paying more.. this seems counter-intuitive and basically unfair.
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