How can I set an email for delay of delivery? (similar option on outlook)
How can I set an email for delay of delivery? (similar option on outlook) Better yet. Can I set or schedule an email to be resent?
Bulk mail / Mass mail - Cannot send from address other than main user email address
Hi I want to be able to send out a mass mailing using a template from one of my secondary email addresses that I have set up as a POP3 account within Zoho CRM. Having struggled to get the email to send from the secondary address that is set up in Setup / Email Settings / Zoho Mail Add On / Send Email As (it kept being sent in the name of my main/log in email address) I have just been told by Zoho support over the phone that the only way to do this is to change the main/log in (i.e. Admin/user) email
how to modfiy quote template
Hi, I need to add additional columns into the quote template so it would display QTY, Description, Set Up, Set up total, Monthly rental, monthly total Is there a way to do this?
Zoho formula fields as currency
I wrote to support a few weeks ago about a change that happened to our Zoho CRM system and I hope the community can help me change the current behaviour. As Zoho cares don't seem to reply to support requests. We have some formula fields in one of our custom modules. In the custom module named “properties” (CustomModule1) There are two called the “share price” and the “total sales value”. Before these used to display as a correctly formatted currency field – so we used to see 46,000.00 – we now
A few problems about CRM integration and CRM user account
Hello, I have a few problems about CRM integration and CRM user account: 1. Does the CRM free version support ZSC key integration? I tried to integrated hr@afrikinterim-canada.com CRM to Recruit, but the user Flany.Ba@afrikinterim-canada.com under hr@afrikinterim-canada.com CRM did not show in the Recruit. 2. hr@afrikinterim-canada.com CRM also has another user Vladimir Shehovtsov@afrikinterim-canada.com, he tried to join our system, but ZOHO always register a separate administrator account for him,
Does Zoho Social and Zoho CRM integrate?
^
Pick List allowing values outside the options set during import
I setup a field with a pick list of Countries that our company covers. I tested it and tried importing a set of data where I set the values for that field beyond the options I set. I expected an error, however, it did not return an error and successfully imported the data still. What concerns me though is it still assigns the values as what I have imported, which is not in my pick list option. It would have been okay if it returned a null as a result of an error maybe, but that was not the case.
can 2 agents share the same account, contact or lead?
can 2 agents share the same account, contact or lead? I'm looking to share 1 list of lead between 2 sales people. Is it possible?
Create a formula that returns a month.
Hi I want to add a formula field to my opportunities that converts the closing date to a month. E.g. The closing date is 21/04/2016, so the formula will return 'April'. What syntax do I need to use for this?
Why are my email templates formatting incorrectly? and my merge tags work at random?
I've created an email template to use with for my team called: Potential Podcast Guest . I've tested it three times. In the first situation, I sent an email using the template from a gmail account to a .me account. In this situation, the ${User.First Name} tag worked at the bottom of the email, but not in the the middle. Beyond this the formatting was fine while viewed in Apple's Mail. In the second situation I had a member of my team send an email from a gmail account to a msn.com account, that
Account Assignment
How to assign an Account, Contact & Potential to a Team?
Customize the Quote Layout
There is no way to add columns to the product line items in the quote template. You have only 5 and they are not adjustable for width either. Right now my quotes show list prices and the total at the bottom is the total DISCOUNTED price so the math does not even add up. I am embarrassed to even write quotes with ZOHO now.
Tasks - Save and Create related record
Hi I'm kind of new in the Zoho CRM universe but not in the CRM one. I would like to know how to keep, for example, the related lead on a new task. On an existing task, associated with a lead, I "complete" it and click on "Save and Create". Thw new task ask me for the associated record. How could I pass it from the previous task? Thanks Danny
Potentials Counted Multiple Times in custom Potential Reports
Hi, There seems to be a strange bug wherein when I run a custom report for Potentials it multiplies the amount of the Potential by the number of Stages I've tracked the Potential through. For example, if I have a Potential that closed at $10,000 and I tracked it through seven Stages, it will tell me the total for that amount is $70,000. My settings for this report are as follows: Report Type: Summary Columns: Potential Name, Amount, Quarter (custom field) Grouping: Quarter>Ascending, Potential Name>Ascending
cfhttp tag breaks with encoding
I am using the cfhttp tag for a form post to zoho support. The url to send back to is encoded like this: "http://www........" and so on. This #x3a; (pound sign) breaks the cfhttp tag even when I escape the # as ##x3a; I have tried everything I can think of to submit the cfhttp tag. Without encoding, with it, escaping it. It just won't work. Has anyone else run into this?
Convert lead to contact.
Hi, In the page: https://www.zoho.com/crm/help/api/convertlead.html. Two api to convert lead. XML Format: https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA JSON Format: https://crm.zoho.com/crm/private/json/Leads/convertLead?authtoken=Auth Token&scope=crmapi &leadId=entity Id&xmlData=POTENTIALXMLDATA For the xmlData=POTENTIALXMLDATA in JSON Format, do I need to input json format or xml format. Could you provide example
Importing Accounts - to update a field
Hello, I have about 500 accounts that need to be updated. The accounts are already in CRM, and I do not want to change anything other then just one field or make a duplicate. I just need the date of a field to be updated. The field that I want to update is united only the dates are different depending on the account. Do you suggest any way how to massively import this update to the field without having to rewrite all the accounts, or me having to update each field in each account separately? Thank
CRM campaign - automating the 'add existing contacts' query
Every time we go to launch a campaign, we have to create and run and select contacts from a query. Seems that we should be able to: 1. create and save a contact query for each campaign, and 2. have it run automatically on some schedule, or launch it manually as needed. 3. have the option to completely replace the contacts that exist in the campaign. Is anyone facing the same challenges with CRM campaigns?
why most of my entries are not shown in the calendar?
Hi, I have created several tasks and events. I see them in the activities, but they are not shown in the calendar. Only one "call" is shown... Why is that? Also my co-worker added tasks, but I don't see them in my calendar. He got the same problems as I have with not shown in the calendar. Thanks for your help. Paul
Customer Reward or Loyalty
Hello All, My use case is as follows: 1. Upload offline customer details to Zoho CRM 2. Connect my e-commerce website with Zoho CRM (via Zoho API) 3. For every purchase transaction on the website, a new invoice or sales order gets created in Zoho CRM (real-time or asynchronous) 4. Create and manage a customer reward system in Zoho CRM. So the next time, a customer makes a purchase on my e-commerce website, a look up is made to Zoho CRM, determine the rewards and offer it right away on my website.
Nesting Members
I would like to have a Parent Account and multiple Member Accounts (Ex: Hospital - Parent, Units/Departments - Members), and set up Zoho CRM in a way to show a nesting of Members in the Accounts listing under the Parent Account rather than listed as separate accounts. Also, what would be the best way to have the aggregate potential $'s listed from Member Accounts as a total under the Parent Account without duplicating the total dollar amount. Any help will be appreciated. Thanks, John
Forever 10 USERS? CRM or create 10 Emails & How Please?
Can you please inform me more details about Ads: CRM Forever 10 Users Free?? Those this mean we can create 10 Email accounts for our departments or workers ? Superachievers@zoho.com Much Appreciative
No email notification for leads captured or awaiting approval
I'm not getting notification emails when a lead gets captured from a web form, and I also do not get notification emails when there are leads waiting for approval. Help!
how to insert data into mysql server from zoho jobopening module using php and mysql
I am creating a mobile and webapp where i am using zoho api to store the job details details. And i have my internal mysql database so i want to get those zoho jobs opening into mysql database. If you help me how to get those zoho jobs opening into mysql database, that will be great. I am using PHP as server side scripting language and mysql as database. I have zoho account with me. below is details and i already created tocken for this account. this is the tocken: 6df045b5b84421f430ef02ad825296cb
Gateway Form 7 (WP plug in) & Integration to Zoho
How do I push Gateway Form WordPress plug in form to Zoho? I want to be able to push information that website visitors fill in on our site to Zoho CRM contacts. The website forms were built withWordPress plug in Gateway form 7.
Mail Merge: concatenate fields with commas but do not want the commas to appear when no values
For a mail merge template I want to concatenate the fields with commas but do not want the commas to appear when no values? example "A, B, C and D" when B and C no values should read as "A and D". How is this achieved? Someone had asked it previously but I did not see an answer.
TITLE field is suddenly blank for both Leads and Contacts
Hi for the past few days we cannot Edit/Add Title Field to new or existing Leads and Contacts. We first noticed with a new lead that one of our team members forgot to chose a Title for, and when trying to edit it, the Field options were blank instead of the usual list. Also at the Lead/Contact page, when you hover your mouse over each field you usually get and "edit" text next to each field and are able to edit each field individually... BUT for the title/name field there is no more "edit" text shown
Which method should I use to update values of a custom field
Hi, I want to know which API method should I use to change the values of a custom field. For my purpose defining the values of a custom field in the design it is not useful, because I want to change the adress at the moment of creating an Invoice depending from which account it came, as an account can have several adresses, the adress of the Invoice can change too so I think the solution is a custom function, but I don't know which API method could work. Hope you can help me, thanks
View "My Contacts" not using built-in view
How can I create a view in Contacts that shows just my contacts (not those of sub-users). 1) I do not want to use the built-in "My Contacts" view, because I want further customize it. 2) I do not want to specify my own contact name in the "Contact Owner" field, because I want all my sub-users to utilized this veiw. When THEY select this view, I want THEIR contact to be displayed (not mine). thanjs.
Opportunity Date Format
How can I change the date format for Closing Date when creating an Opportunity to be format dd/mm/yyyy as opposed to mm/dd/yyyy
Notes Will Not Save
When entering notes within Leads or Contacts, the information will disappear, and not save. (See Image Below) A blank box appears when I click the save button. I've tried multiple browsers, clearing my cache, deleting my cookies, logging out and back in, and attempting under different users. This is frustrating. I have to double the amount of work I do since the notes will not save. Please advise.
Notes Will Not Save
I've tried multiple times to save notes within Leads and Contacts. After filling out the not and clicking Save the section goes blank (See the image below). I've tried this in multiple browsers; I have the same issue. I've deleted my cookies, logged out and back in, and tried under different users. This is frustrating, I have to double my work since the notes are not saving. Please advise.
Manually enter email into lead
I have the free version of Zoho CRM. There doesn't seem to be a way to manually log an email that was received. I'm not looking for integration of any kind (since that would require an upgrade), but while I can log a call or a task I can't seem to be able o log an email. Is this the way it is supposed to function? Seems like an oversight.
Changing a "Potential" field type in layouts without losing data?
Hello, I'm an going through my companies CRM and updating the layout of our potentials tab. In the past we used check boxes for certain fields. We are now looking to change these fields to pick lists as check boxes can not be made "required." Is there any way to do this without losing the data previously stored? Thanks in advance! Dhyan Gandhi
Export to PDf options - quote
Hi, there is an option when exporting the quote to select either save, or open with - i have a user who has selected the save function and opted for the 'do this for all future' check box and now want to switch back - i cant seem to find where this is set. can anyone point me in the right direction?
How to Add a Product Category ?
Actually, by default, when i select NEW PRODUCT, in the dropdown combo box "Product Category" i have trhee only elements: Software, Hardware, CRM Applications. How/Where can I delete them and Add my own personal Product Categories ? Thanks a lot in advance for your reply.
Importing tasks
Can I import a list of tasks or calls or emails or Direct mail into ZOHO that were completed outside the system?
Importing Notes Issues
a) Import by Parententity Id of Notes either doesn't work properly. With a Zoho ID like zcrm_1891782000000144069 it just fails with no useful feedback. So I must do separate file imports for account notes, contact notes, opportunity notes and lead notes. These need to match by name and some people have the same name. b) I've specified the original user email that created the note but they all show as being created / modified by me.
Import Notes from CRM conversion process
I am trying to convert from ACT! to ZoHo, and have the data exported from ACT! into csv files - Contacts, Notes, History, etc. I have imported Contacts successfully into ZoHo, then exported them from ZoHo to get the ID. That ZoHoID then was "merged" with the Notes csv file and I then tried to import the Notes into ZoHo. No errors were reported on the import, but nothing is getting imported. How can I diagnose what is wrong? Richard Brust http://www.rbrdatasolutions.com
Add a currency field to the products
We use Zoho enterprise. Our products have pricing per currency. We would like to see the currency field appear when adding a product. When a quote or invoice is then added (where a person is able to select a currency) the quote or invoice would then do the correct conversion instead of relying on just 1 base currency. This means we can add products per currency instead of a product across the entire group.
Next Page