Call that lasted 64 minutes only marked as 04 minutes
Phone call that was recorded via the Zoho Phone Bridge for Ring central that lasted 64 minutes marked it as 04 minute call and cannot edit it.
Filter and Pagination Properties
Hi Team, Is there any API calls or any other methods are available to achieve the filter and pagination property on the Zoho objects??? In Zoho API Developer Guide i couldn't find any API calls to achieve this.Please let me know if anything is available.
I can't see the Live Chat Option
I used to be able to see the Live Chat option within Zoho CRM, however, I can't see this any more. Please assist.
Lead coming in from Zoho Survey not following lead assignment rule
I just wanted to confirm that a form that is submitted via Zoho Survey "qualifies" to trigger a Lead Assignment rule in the CRM? ...it does not seem to be so....a Survey is submitted with a hidden custom variable that populates the "Company Name" with something like: CHANGE ME I then set up a lead assignment rule that says: if a lead has "CHANGE ME" as company name, assign to UserX. The problem, it is not being assigned to UserX, it is being assigned to the person who created the Survey. I <could>
Is it possible to create a DateTime field that has validation?
I.E. We need a DateTime to schedule future events for our staff members. Currently, the DateTime fields are all setup and functioning however, They would like the DateTime to not allow for a day prior to one week in advanced. Is there a way to not allow or to auto update to 1 week from today for the value of the DateTime field? Please, let me know if this is possible.
Customised Send Email Quick Action
Hi, I was wondering if anyone knew if it is possible to create a custom link that uses the "Send Email" quick action link but adds multiple addresses. The quick link is basically https://crm.zoho.com/crm/EntReply.do?action=compose&entId=[contactid]&module=Contacts&entEmail=[contact-email-address]. I have tried various ways to add multiple addresses and they have all failed. Probably not possible but thought I would ask anyway. Thanks, Michael
Setting up Emailing from Zoho
I'm able to email from a contact in Zoho but when a Colleague tried it he was not able to. What do we need to do to get his computer configured properly? He's using Google Chrome as his browser and gmail for the email.
Zoho CRM - 'Stage-Probability Mapping'
Hello Within 'Stage-Probability Mapping' I have a numerical value ('Probability' the deal will come through) thats dependant on the value of another variable ('Stage' of the deal). IE: Stage = 1. Opportunity, Probability = 10% Stage = 2. Scope Agreed, Probability = 15% Stage = 3. Sent Proposal, Probability = 20% etc... This is great. However, sometimes I want to manually insert a different value for 'Probability'. I will naturally feel more confident of closing certain deals. How can I manually insert
Custom field carries over from lead to account
I have a custom field that I use at the lead stage but when I convert the lead to an account/customer, the field disappears along with the data. Can it be carried over as the lead matures?
Adding a field
How do i add the email field to accounts module. It is in leads module and i need it in both
Zoho Support tickets not appearing in CRM
Hi When I add tickets for accounts and contacts in Zoho Support they are not syncing to my Zoho CRM accounts even though I have Zoho Support setup in the CRM
How to create group in Contact
How to create group in Contact so I can put the contacts in group
Email ID already exists?
I'm trying to amend the email ID of an existing user, but the CRM says the email ID already exists. I've got barely 3 users in the Zoho organisation, and I know for a fact that the specific email ID under consideration is not being used for Zoho. When we later checked on Zoho - there was no account. It took the user through the registration steps for a free user trial, and went and actually created an account! This is impossible! Please resolve.
Can't enter a new invoice!!!
Can't enter new invoices or use the clone feature. Tried to report this problem already but my started "topic" is not showing up in the forum. Edit invoice feature is functioning fine.
Still cannot enter a new invoice. Please solve my problem ASAP.
Please review my problem which has not been solved. https://help.zoho.com/portal/en/community/topic/can-t-enter-a-new-invoice This problem is holding up my work. As I have tried different methods, as have other users within my business, so I am now confident that the problem is on your end.
Getting Lead To Input Further Details by 2nd webform
Hi there, I am trying to set up the following automation but am experiencing difficulties. We have our Leads fill in a zoho webform, this generate tasks and alerts. One alert is getting the Lead to fill out some further questions before we can turn them to a potential. I need a way to allow Leads to automatically update their own records. I have tried another webform but this just creates duplicate Leads in Zoho, which for the purpose of automation manually de-duplicating is not ideal and time consuming.
can`t add a new user
I am trying to add a new user but the "role" area is grey and I cannot put in the information and therefore cannot add a new user! Thank you for your support.
Additionally-
Additionally- How to define while converting 'lead' to becoming a 'Customer', rather than a 'Contact'?
convert leads to Customer
I defined fields to be completed for the 'lead', and I wish that those fields will also appear in 'Customer' and 'Contacts' How to do this?
The computer gods have stolen my data!
Help!! I spoke briefly with one of your nice representatives and I mentioned that I had not been using the Zoho software and was waiting until my free trial period was over due to my concern that the computer gods would snatch my information away. My worst fears were realised this morning when I went to log into my version of Zoho and was given the option to A) continue with the free version or B) Continue with my version. Obviously I selected A) go with the free version because that is what I had
Export DB to Excel
It is possible? How can I do this?
How to automate reminders
Good day, I tried to send me reminders of overdue tasks and potentials as well as birthdays through automation in setup. However I can't get this working any ideas? Tips? Regards, Phil
receiving too many task reminders
i'm getting the same task reminder sent 4 - 5 times at once
Quotes - formula field
Help... I'm trying to create two formula fields for my quotes, invoices etc. I have read all the online help and can't find something similar to emulate. Was wanting to display: Sub total field then subtract the adjustment field and give the total as a currency. Can anyone assist ?
Automatic insert Leads with my website by CSV export data
Hi I want to automatic insert data from my website with my csv data file, and when i code my own function to insert my Leads, but i got a "Form 'Leads' does not exist in this application" Error :/ This is my function : void Untitled_Function4(){ //get contents of the remote CSV file csv = getUrl("https://mylink"); //create a list and add each row of the csv file into a new list item line_list = csv.toList("\n"); //empty Products table if today's csv has data. if
zoho account Active authotoken session
Hi If you go to account/sessions/active autotokens shows the authotoken id and the ip address and last time accesed. If you select that authotoken, and click on View more details a window open and shows Scope (Scope) IP AddressDescription Generated Time, Last Accessed Time, Last Accessed IPAddress and Last Accessed UserAgent On the last access ip shows most of the time the server that host my website. However other times show an private ip which i dont know who it is. Why does it show as
Dynamic Item List
Dear Team, I want to create line item check list for product required by customer v/s product offered with certain checks. User should be able to add many line items as required. Please suggest the ways to create this line item check list. Regards, Vijay
Formula for calculating months remaining in the year
I'm having difficulty creating a formula field to achieve the following goal: I want to calculate the total value of a monthly contract for the remaining months in the fiscal year of the start of that contract. I have a monthly revenue field and a start date field, so what I want to do is 1) identify the fiscal year end of the year of the start date 2) identify the total number of months, rounded down, between the fiscal year end and the start date of the contract. 3) multiply the monthly revenue
Other options to add participants to event?
I have an event that I want to add specific participants to. It would be much easier to select the specific contacts from the contact list and then use an 'add as participant' option if it existed where I cold select the event. The current add participants is very limited or difficult as you either have to search thru numbers contacts (time consuming and not efficient), or you have to attempt to create a contact list in advance (which in this case is also difficult as there isnt any 'matching' info
I upgraded trial to Enterprise edition to access multi currency feature. Where is it?
In Setup / Organisation the home currency / multi currency stuff is not visible?
Turning past due activities into a campaign
I have hundreds of past due activities and i'd like to organize them into a campaign. I'm having a hard time figuring out how to accomplish this. please help.
How to automate quotes creation and emailing?
Hello, Does anyone knows how to create a workflow to automate the creation of new quote each time a web form is submitted? I have automated Lead to Contact/Potential conversion but I would like to go further and automate Contact/Potential to Quote creation but I can't find how to do that. I have a custom field named "Asked for quotation" which is a boolean automatically set to "True" when the webform is submitted. I would like Zoho to make a new quote each time a new potential is created with the
Feed posts from other users
Hello, some of my team members can't see each other's Feed posts. How do I fix this? Thank you.
Forcing formula fields to calculate for existing records
The formula building interface is very clear that any new formula fields will not be applied to existing records, but is there a way to force it to do so? If not, will there be any issue if we export the existing records to excel, execute the formula in excel and then import with the appropriate field content?
how do i limit email loaded into zoho to ONLY leads customers clients potentials?
I have over 28,250 emails in zoho and none of the emails I trade with customers can be loaded in due to my account being over full. 90% of those emails are not related to any customer, client, potential, account, they were addressed to me or were addressed to someone not in my lead/customer/client base. I run a small business and have loads of non-customer related agency and governmental emails to deal with and do not need or want them in Zoho. How do I limit emails pulled into Zoho to the ones
Report Question
How do I create a report to pull accounts that have more than one contact, as i need to check on opt out? Can anyone help with this?
Newby Email Question
I have the BCC dropbox function set up on my Exchange server so that it bcc's a copy of the email both sent by and sent to a certain user set up in Zoho. I see the emails being logged under a test person "Lead" but not yet in a test person "Contact." I assume there is a delay. But should I assume that these emails will show there the same way they do under leads? I'm used to working with another CRM which just has Contacts not separated from Leads. They then use Opportunities to track leads against
Dropdown field in free version
Hello, I am trialling Zoho for a charity that I do some fundraising for. I am looking to insert a drop down field for some of the fields that I have created. Examples would be Year entered university (drop down of 100 years) or Position held within club (Club Captain, Club Secretary held) Is this available in the free version? From what I could see it is a custom field and I have used all of my custom fields. How can I delete custom fields to add a different one? Thank you for your help Sean
Somekind of workflow rule?
We have a problem with invalid records because some employees forget to update some fields in accounts when they make an potential so my question is : I want that the system updates the states from " in sales pitch " to " Demo install" as soon as someone makes an potential to the account
Integration with email and invoice into CRM
I currently use zoho for email and invoice apps. I would like to use the CRM but am wondering how I get my contacts synced up between the three. Is there scheduling options as well like a calendar to schedule clients into classes?
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