Note Field Sometimes Missing
One of our sales staff has the "Note" field on some of his leads and not on others. When I log in under his credentials I can see the note field on my computer. But you cannot see it on his. Again, this is not every lead, it seems pretty random.
Cannot set up email.
Hi. I am testing the zoho crm software for our company. I am trying to set up email so I can receive email in Zoho. The manual says go here: Setup > Personal Settings > Email Settings > POP3 (Zoho Mail) However, I do have have an "email settings" link under personal settings. I am pulling my hair out trying to figure this out. Ha. Thanks.
No email on free version?
I learned that email integration is not available on the free version. Does this mean there is no way to receive an email in the free version? On the free zoho support app, you provide a zoho email address and I forward all my emails to this address. Is this not available in the free zoho crm? It seems strange to be able to send emails but not receive them. Is that really the way the free version works?
Safari Support
Hi all, Just noting an issue when using Apple Safari. For some reason you cannot add more than 2 products to a quote, however when I use IE it works fine. In Safari you click the Add Product button and nothing happens.
Use Multiple Currencies for a product.
Hi all, I received a question from a customer which got me looking around the internet for a solution but couldn't find it anywhere. The customer wants to upload his products with multiple currencies. These currencies are defined on a price list sent to his customers who uploads the price list to their system therefore the price for the defined currency cannot be modified until the customer sends a new price list. One product will contain several prices and for accounting purposes they need to be
Please Cancel My Subscription
Dear Zoho, I've been in touch with support to please stop my subscription. They keep telling me to downgrade but downgrading appears to be not working , and sends me to some webpage that doesn't have any functionality. Please manually downgrade me and send me some confirmation that I will not longer be billed. Thanks - tmd@seotuners.com
Help using webhook to send SMS message
PLEASE ! I need assistance using "Text Marketer API" to send an SMS using Zoho CRM's webhook facility. The API documentation for their facility is here... http://wiki.textmarketer.co.uk/display/DevDoc/Text+Marketer+Developer+Documentation+-+Wiki+Home Could some kind person provide a walkthrough for how to complete the webhook details screen in Zoho CRM?
Team Collaboration within Zoho CRM
Am I able to send a message to a specific Zoho CRM users within CRM that is related to a Case, Potential,... The example being that I'm looking for an update on a specific Case from my coworker who is responsible.
Total number of products fields and sum in Potential Field
Hi is it possible to add an amount field in the Product module so add Product A, Product B and Product C and show the total in a Potential module field? This was answered in a different thread but the code did not work that was posted
HOW CAN AUTO CREATE UNIQUE CUSTOMER NO FOR VARIOUS TERITORRIES.
Hi! I am using zoho crm for an educational Institute and want to create territory wise an unique ID for all the students. How can I add this feature. Durgesh Dixit CMCI Pvt. Ltd.
Zoho CRM picklist changes not saved
In Zoho CRM, the changes I made to picklists for Industry were not there when I logged back. This has happened twice; the second time I was very careful to "save" on the changes, but they were gone the next morning when I logged in. Why? Is there a special setting/setup to allow changes to be made to picklists?
Zoho with google voice record call data?
Hello. I'm reviewing zoho and I'm curious about using the Google Voice extension. When you use zoho and click to call using Google Voice, does Zoho record when this contact was called when and how long the call lasted? Thank you so much for helping in advance.
Zoho
Hi! It seems that whenever ever leads are pushed into Zoho, leads in Zoho are being reverted back to when they came in. So, if it came in as an Unknown for the business name, but the sales person called and received the name and updated it, a short time later, they will go back to lead and it will have been reverted back to Unknown rather than staying as the updated business name they have put in. This seems to happen every time we push leads in. I think that these clients go back on our sight and
Data Migration Tool - format of Account ID when importing Potentials
Hello, Currently evaluating Zoho CRM and I'm testing out the Data Migration tool to import some historical Potentials. Unlike the import tool (which uses Account Name), the data migration tool maps to Potentials to Accounts using the Account ID. I've tried including the Account ID in my CSV file a few ways - "zcrm_185163200000XXXXXX" and "1851632000000XXXXX"... I've also tried using the Account Name. No matter how I try, the tool skips the records as it is unable to map the account ID in the CSV
CRM Scheduling tool for swervice based business
Currently I use Contacts in CRM to manually enter customer details (from email or phone inquiry/lead) and then create an event (job sheet) with job details and assign it to a tech. This event then appears on the calendar and techs access their daily jobs via mobile app. Is there a way to sync the contacts to events so that info like name, address, phone number are auto filled on the event form from the information I enter on the contact form? Currently I am filling in the same information manually
Accounts and Contacts related fields
When I create a "Contact" from within an Account record, why does the name, email and phone not automatically transfer over? Right now, when I create a Contact from within an Account, I have to open a 2nd tab on my browser and toggle back and forth to manually copy the contact info over. How do I get that info to auto-populate into a Contact from within an associated Account?
Zoho CRM can't send letters
In the Zoho standard Edition, you can't send a letter. That mail merge function was basic in ACT. But in Zoho, somehow they feel sending a letter for a salesperson is a premium feature. They don't tell you that in their comparison guide. https://www.zoho.com/crm/help/erutaef321.html Instead it's hidden in the fine print https://www.zoho.com/crm/help/templates/mail-merge-templates.html
Form With Joomla Site
I cannot figure out what the issue is ... I paste the generated Zoho form code into my Joomla site. When I run the form from my site it is sending me to the designated landing page without a problem but it is not dumping the data from the form into the database.
getSearchRecordsByPDC and custom field
Hi, I'm trying to retrieve records using the getSearchRecordsByPDC and as searchColumn a custom field, but Zoho replies <response uri="/crm/private/xml/Accounts/getSearchRecordsByPDC"> <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> </error> </response> I perform a post request https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecordsByPDC?newFormat=1&apikey=APIKEY&ticket=TICKETwith these parameters selectColumns=Accounts(Account Name,App Username) searchColumn=App
Facebook integration -not showing social profile
I made the connection with facebook, but zoho in contacts is not showing automatic the social profile! Only the manual association is show. Thanks
New User Woes
Hello support: When a new user logged out and comes back is directed to Zoho website and can create account, potentials etc. However, they are not seen in my site at all. User shows that she is 'Unconfirmed' on my list but everytime I re-invite her, she goes direct to Zoho site. How can we re-direct her in my site instead of Zoho? How can we get her to be 'Confirmed' in my Users?
How to move contact or account to the group we made?
Hi Zoho Team, I would like to group contact based on the inquiry. once I made the group I don't know how to move from another contact to the new group contact. Please let me know how to do that. Thanks
Lost admin role
Hello, By deleting some of the accounts of my organization I only work now with one, and it's not associated with an admin role... I can't work neither customize anymore Zoho CRM ? Can you help me ? Thank you
Invalid Ticket Id
Hi, I'm a new Zoho developer trying to call the CRM API. I've followed your example by getting leads but I got "Invalid Ticket Id" exception. I have followed these steps Firstly, copy authtoken from active token pages like this: Code: public static void Main(string[] args) { string result = APIMethod("Leads", "getRecords", string.Empty);//Change the id,method name, and module name here Console.Write(result); Console.Read(); } public static
Tasks in Calendar
Hi I'm wanting to view all my tasks in Calendar form does anyone know if this can be done.
Language setting on ZOHO CRM IPhone app
Since one of the latest iPhone ZOHO CRM app updates, my app is in German. Cannot find where to set it back to English.
clear recently accessed reports
How do i can clear "recently accessed reports" ?
Changing field properties accordig to certain phase
Hi, I would like to know how can I make an automation, so that when the phase field in potentials changes to a certain phase another field converts to mandatory? Thanks
Google Apps not present in ZOHO CRM integration
I wanted to synchronize ZOHO CRM Events/Tasks or calendar with Google calendar. Google Apps is not present in the ZOHO CRM integration screen I am currently on a trial, using the Professional version. I go to setup>Appsand Add-ons. I am offered ZohoApps and Other apps "Other" only offers me Outlook, Phonebridge, Mobile and Office. How do I integrate Google calendar or Google anything at all? Has there been a big argument that I missed? Are ZOHO and Google not playing nicely with each other anymore?
List filed
Hi, Can you change the Country field in Leads, Contacts, etc from a text field into a list field with all countries already in in next build ? So this can be used to couple new leads to regional sales persons (users). Marco
Opt Out Report
Is it possible to run an "Opt Out" report. I want to see a list of those accounts or leads that have opted out. Thx
How to add data in a lookup field of a module from a custom function?
Hi, I have two modules named as CustomModule1 and CustomModule2. Both have same fields but CustomModule2 has an extra field named as Company Lookup. It is a lookup field in whcih we select company and save, all other fields are auto-populated with same values as in CustomModule1 object.I have written a custom workflow on CustomModule1 which calls built-in function getRecordById(companyID) which fetch record of the parameter companyID. And then I store fields values in local variables, Now I call
Is it possible to modify the layout in the phone field?
Can the layout of a phone number be modified to a more suitable format specific to an area. currently the field displays as (47569)-1234. I would like to modify this to (07) 1234-5678. is this possible and how can this be achieved? this modification would need to apply across all areas
Wanting to add an "attachment" section to my "Quotes" page layout
We do not build quotes within our quotes section in Zoho but would like to be able to attach our quotation documents in the Quotes section and still link those attachments to specific projects. Is this possible?
Zoho CRM - Show data from one module in another module
I would like to show the address data in the Accounts module in the Contacts module - in other words when I fill in a Company's address I would like it to automatically fill in the Person's address in the contacts module. Who do I do this?
Access to Opportunites
How can I give certain users access to all opportunities whilst restricting others to just their opportunities. i need certain people to be able to read, write and access all opportunities regardless of ownership.
Custom Auto Number with Year Month and Initial.
I would like to create a transaction ID that will follow a new potential through quote, sales order and Invoice. I would like to create an auto number field, Lets call it a transaction number (Trans ID), it will be made up of 2 digit year, 2 digit month, 3 digit auto number and 2 Alpha characters pulled from the User Alias, eg YYMM###AA. could someone help me create such a field and inform me how I might link this field across Potential, Quote, Sales Order and Invoice. Thanks for any guidance you
Duplicate opportunities in Report view only
Dear Zoho CRM community, Today I noticed many duplicate opportunities in any report I create. If I view opportunities by clicking on Opportunities or clicking on the customer contact linked to the duplicate opportunities I don't see the duplicates anymore. Please advise. Erik
Need last name combined with first name to find duplicates
There are times when you do not have a ZOHO ID for new records or an email. How can I use last name and first name as filter when loading new contacts?
Project Management
Can I integrate with Microsoft Project? Or a different Project Management application?
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