Why is Zoho Microsoft Outlook CRM plugin not working after I paid for updated account?
in the demo version, I was able to get all the plugins working together the way I wanted. Ring central, and ZohoCRM_Plugin_for_Microsoft_Outlook. this is the main reason I when with Zoho. so why no is my ZohoCRM_Plugin_for_Microsoft_Outlook not working? I got a message saying that my 17 day trial was up and I only had it for a couple of days also I had just signed up for the professional account. Please help me to fix this. Thank you
How to add the custom field to the API response?
Hi, I have created a custom field for Accounts. I want that in the API result. How do I add it?
Email templates and PDF attachments not working
I am able to create an email template and execute through a macro successfully. However, when I edit the template and add a .pdf attachment, after executing the macro the email sends but the .pdf document is not attached. Please help Thanks Scott
Phonebridge + Astersik - License problems
Hi, i'm having the following problem: nohup.out: Reading conf from --->../conf/zti.properties Loading props ./../conf/taskengine/taskengine.conf Loading props ./../conf/taskengine/tele.properties Loading props ./../conf/taskengine/zoho.properties java.io.EOFException: Premature EOF encountered at HTTPClient.StreamDemultiplexor.read(StreamDemultiplexor.java:275) at HTTPClient.RespInputStream.read(RespInputStream.java:155) at HTTPClient.RespInputStream.read(RespInputStream.java:115) at
Uploading logo causes organization already exists error
When uploading my logo, I get the logo as illustrated in the attached screen shot. I've also attached the logo I'm trying to upload. When I first received the error, I was able to add a space after the original organization name and it worked; however, it was too big so then I couldn't use that trick again. Please advise.
prospect not moving to customer
hi when we close a deal from prospect stage, the customer type doesn't automatically change from proset to customer. Is there a way we can make that happen? Thanks,
insertRecord with custom module
Hello, Until around December 18th (as far as I can tell), I was able to insert records through the API into my custom module by using the following URI: https://crm.zoho.com/crm/private/xml/CustomModule2/insertRecords?authtoken=[my auth token]&scope=crmapi&xmlData= and data for the xmlData parameter that looked like this: <CustomModule2> <row no="1"> <FL val="Support and Maintenance Name">Pocketracker 3.0 Annual Fee Per License (1st License)</FL> <FL val="Service Type">Support
google chrome will not delete contacts
I am using windows 10 and google. when I try to delete contacts in zoho CRM nothing happens. I tried it in IE and it worked. I prefer to use chrome as my default browser - anyone know how to fix this? maybe its a setting in the browser? Thank you,
Archive Lost Potentials ?
If I lose a deal, I expect to be able to archive it in some way so it does not continue to show up in Potentials. Or there should be a filter for "lost deals". I often circle back to deals we have lost a few month or up to a year later. In order to not see it in the potentials list, the only thing I can do is delete it, which makes no sense at all. This is pretty basic functionality and the lack of a solution here makes the product far less usable. Solutions?
Generating a Report : Quotes by Product
My business is a rep agency representing multiple manufacturers. I am attempting to generate a report to ascertain the value of quotations we have in our system by product. This is so we can generate a report to the manufacturers we represent to demonstrate the number of live quotations we have. When I attempt to create this report, it does not allow me to save it. Regards Steve
Update Potential's link to a Campaign via Sheet view
Dear Zoho team, Is there a limitation that you can't use the Campaign ID field via Sheet view to update the potential's link to the Campaign Module. Potential Id Campaign Source Id 1185867000007790434 1185867000006959125 If I use a custom view for Potentials and show the records in Zoho Sheets. Then add the campaign ID and save. The potential does not get updated with the Campaign. Please advise if this is not possible, Thank you, Thomas Pursiful
Running sales report for Potentials with multiple products leads to duplicate entries
I am having a problem...I am running a sales report (one of the built-in ones, and nothing fancy) and here is what is happening Running report on all closed potentials If a Potential has had multiple products added to it I get duplicate entries in the report, all of the same value All I want is each Closed Potential's value shown to me only once....you can see in the screenshot below....each of those duplicate numbers is actually from the same potential (4 potentials in total) and it messes up the
insufficient privileges when trying to "Create view" on the Leads tab
insufficient privileges when trying to "Create view" on the Leads tab, although i am a super admin. i can create views for other objects such as contact... why is that and how to solve it?
formula % * amount
Hi I want to create a formula based on a % figure * an amount - very similar to the probability and expected revenue fields. The formula I have at the moment is: ${Potentials.Confidence (%)}*${Potentials.Amount} The syntax is returning incorrect. Confidence is a pick list. Potentials amount is the total amount of the potential Hoping someone is able to help. Thanks Guy
When generating a report, we are getting duplicate records
Hello, We need to generate a report of leads that include a specific field as true, that we are then making a CSV file of. The problem is that we are getting multiples of each record in this list. ie we have 3 results in the report for one person etc. Do you know what may be causing this? It's problematic as on this report its showing 44 records, when in fact we only have approx 20. Thanks, Adam
Zoho CRM - Adding Related List to Potentials Using Custom Function
I have created a Related List for the Potentials module using a Custom Function. The Custom Function uses a "getUrl" call to Zoho Creator (outside of CRM) to retrieve XML formated data. The Custom Function then uses "executePath" to parse the Zoho Creator response XML, and it generates the new XML for Zoho CRM to use as the Related List data, i.e.: <record> <row no="1"> <FL val="column header 1"> parsed data from Creator </FL> <FL val="column header 2"> parsed data from Creator
Massive deleting
How can I delete massively and quickly all the accounts from my CRM? I've imported 800 accounts but it was a mistake and I would like to recover a clean database.
Adding new users.
I am trying to setup and test the free version of Zoho CRM (that says it comes with 10 users). I created 2 additional users and they did not get emails so they can create an account. I don't see where I can give / reset passwords. Super confused here.
CRM API to access related records like 'Stage History' 'Competitors' 'Quotes' etc...
Hi, Does anyone know how to retrieve related records like 'Stage History' 'Competitors' 'Quotes' from Potentials via API calls such as the getRelatedRecords call? Regards, Liam
Synchronise Zoho CRM tasks and calendar with Mac
Hi I have been using another CRM package that allows me to subscribe to its calendar via a URL. When I create a task or event in the CRM my calendar on the Mac picks it up and shows as a normal appointment (it also provides a link to the CRM task). Can I do the same in Zoho? I'd like my mac to show scheduled tasks and events. Even better, is there 2 way syncing for mac and Zoho CRM? Thanks
Is it possible to downgrade a Contact to a Lead?
If someone enters a new lead as a Contact, is there an easy way to change them to a lead without having to delete and retype their info?
Deleting an email from Gmail
If I delete an email from my business gmail account. Will that delete it from the Zoho contact as well.
How do I ad multiple contacts to one lead?
How do I ad multiple contacts to one lead?
Update to Quotes and Invoices module, only the Account Look up populates the billing address data now.
Dear Zoho Support, We just notice this morning that if we go to the Quotes or Invoice module and click add new, then do a contact lookup the account lookup field is prepopulated with the correct account but the Account billing address does not populate. However, If I lookup the account first then the billing address is prepopulated, we have to then select the correct contact. But at least the billing address gets field out. Previously, this worked both ways to populate the billing address using
leads mass converted but not available as account/contacts
Hello Zoho Team I have just mass converted 3 leads but they are not available as Accounts/Contacts. If I launch a search by name they still appear as leads but when I try to access to each lead a warning message says "Sorry, you cannot access the lead". In the end I don't have in my db any more these 3 names. How can I recover these names? Any suggestion? grazie
Merge duplicate records
Hi everybody I'm trying with my team the Enterprise trial version for the evaluation period I'm not able to merge duplicates contact or products... I'm trying using the command Find and merge records but seems it doesn't work.... Is it maybe a limit of the trial version...??? Could you help me please Thank you Carlo
Append data to existing lead from Gravity Forms
Hi, We have multiple forms on a clients website and want to know if it's possible to append the data submitted from a form to what's already in the Lead. We are currently using Gravity Forms and their Zoho CRM add-on. They have the following forms: Itinerary Download - This is a download gate form and needs to be filled out to download a PDF document. (this is the most filled out form). Booking Enquiry - This form is also on the same page as the Itinerary Download form and is specific to the page
Help needed please
Hi. Can anyone tell me why this script isn't working please? I'm trying to insert a record into the Leads module from a PHP script. Curl is set up and working on my website. <?php $token="{ MY TOKEN GOES HERE }"; $url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?"; $param= "authtoken=".$token."&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// Turn off the server and peer verification curl_setopt($ch,
Add plan Field to Support Web Form
I want to add plan Field to Web form. but there is no option for that. is there any way i cam do it. Added Custom Field with code <input type='text' maxlength='255' name='CONTACTCF1' id='CONTACTCF1' value=''/> but its not adding it.
defining products using prepared components
Hi All, I am looking for way to achieve following goal: Being able to built product from define components to create offers. We are selling software and we would like to detailed product based on number of custom components(features), which some of are already define by price from product catalogue and others will be developed using hours as calculation unit thanks a lot, Marcin
Quote Template editing problems
We are in the process of updating our quote templates. One of our web developers has exported the quote HTML and edited it outside of Zoho. When we copy and paste the HTML code back into Zoho, it displays perfectly. When we come to print the quote, either it doesn't show the fields required, or doesn't print the results- ie we need to show Total Tax and Discounts. Quote has a line for discounts but no figure next to it, and there is no line present for Tax at all. What are we doing wrong?
Cant save notes onto account
We have the free version, we have loads of storage left and nothing in the recycle but it won letus save notes onto any account.
I cannot save notes in account
I cannot save notes in account
Events - Sort by Date of Event, Not Creation Date
I want my calendar events to be sorted by the date that the event will take place. I know that if I click "from" it will sort it, but I do not want to have to do this every time I'm on my home screen looking at my calendar events. I've been told that it is sorting it automatically by the date that the event was created. Is there any way to keep them sorted by the date the event is to take place?
CRM Reports horizontal bar charty
Please consider a horizontal bar chart in CRM Reports
HOw to format vendor record to insert it?
Hi I need to know how do you format vendor record to send it to the api endpoint and inserte. Most there is an imcomplete example in your api documentation and folliwing that I could make this: <Vendors> <row no="1"> <FL val="Vendor Name">Scott</FL> <FL val="Phone">James</FL> <FL val="E-mail">test2@test.com</FL> <FL val="Category">CG</FL> <FL val="Vendor Address"></FL> </row> </Vendors> However to insert the address I see the fields look different: Vendor Address Street City State Postal Code Country
Does anyone know what this is called and how to change the fields?
Any ideas?
New report need
I would like to get a report of the number of leeds by salesman and month, how can I do this? Thanks
Report won't save when adding the field Potential Name?
Dear Zoho CRM Team, This wasn't an issue a few days ago. Now when trying to save a new report if I add in the Potential Name field to the report, I am unable to save the report. Also, when I go back to edit the criteria for the report the report keeps changing the criteria for Stage to another field value of Potential Lookup? No sure why this is happening either. Here is me saving the criteria: Now when I go back to edit the criteria: Please advise if you know what might be going on. Thank you,
Adding fields from custom module into template
How do I add a field or fields from a Custom Module into an email or letter template? When I create a template the custom module does not show up, but if I set a workflow automation up, I can choose fields and data from any custom module. Is this an oversight from the development team? It seems crazy that you would allow us to create custom modules but don't let us do something simple like create a letter template from them. Is this being worked on? did I miss something? or can it be done? thanks.
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