No Mail in sent in last 10 days but my Mail canceled due to Exceeding daily limit
Hi, I keep getting a "exceeded daily limit of 250" when i try to send a emails from CRM. Please advise ASAP Thanks, Jonathan
How can we get Account id of a Account in account module
Now i am trying to insert a quotes using xml and curl , in that i have one field by name ACCOUNTID , from where can i get this accountid value. pls help me.
How to add Campaign Source on Web-to-Lead form?
We are planning some advertising campaigns on several different Web sites. We can use the Lead Source field to capture certain information, and we have added several custom fields to our Leads. But I just realized that Campaign Source is not available as one of the fields we can select when using the Web-to-Lead form generator. In fact, while trying to figure this out I also noticed that Campaign Source is not listed on the Lead Settings/Fields List page. But it is shown on the Lead Settings/Edit
Creating Visibility of Lead Approval from web to Home Page?
We would like instant visibility of all the leads that have come in from our web site on our home page so that we can act on them quickly. Is there a way to move the "Lead Approval" which contains a list of all the new leads to the home page somehow? A second question, which I'll post separately, but thought I would mention here - Is there a way to configure an e-mail alert when we have received leads from our web site (even though they are awaiting approval to populate the Leads fields?) Thank
No scheduled activities attached to Account/Contact
I need help please...... I need to find a report that will show all accounts/contacts that do not have an open activity. This is a simple task that elevates data falling through the cracks. Any suggestions on how to do this. I can't believe a CRM does not this functionality!!!
Merge Field Reference Resource
I am requesting to have a maintained, up-to-date resource - as a document, or even a web page / manual page - that details what merge fields are available from what modules and the proper syntax. Having to edit custom templates to find out what is available is not always the best scenario... is there a better way to look-up these fields outside of editing an email?
Get id using getSearchRecordsByPDC and update record using updateRecords in PHP
Hi, I have a problem while i am trying to update records in Zoho CRM using the contact id. I get the contact id using getSearchRecordsByPDC because i only have the contact email. I use this code in php: $urlObtenerId='https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC?'; $criterioObtenerId='apikey='.$zoho_api.'&ticket='.$ticket.'&selectColumns=Contacts(Id)&searchColumn=email&searchValue='.$email; //echo $urlObtenerId.$criterioObtenerId; $ch0 = curl_init(); curl_setopt($ch0, CURLOPT_RETURNTRANSFER,
Can not change data mobile on ipad
Hello , I am writing from Germany . I would like to use my ipad 2 with zoho CRM. I have the app Gelden and I can see all the contacts and customers. 1) However, I can not change anything in the iPad ( portable) . Can you help me? Thank you very much Erik D.
What about Symantic-Sage-Act?
I looked at the first page and saw nothing. The Act files are .pad, .alf, .adf and format .xml. What's up with that? And what might a newbee doo?
Web to Lead Integration for Google Sites?
We have successfully implemented Web to Lead integration on our Google site but are having a problem that I can't seem to fix. We have several contact forms that serve different purposes (generic contact us, download various white papers, etc.). We have tried to add lead source to each contact form as a hidden field so that when the lead comes in, we can tell which part of the site it came from without making the user fill it in. It appears that there is no way to do this through the CRM feature's
Facebook integration/authentication
When I try to use the FB integration and associate a contact/lead with a facebook account, it prompts me to login to facebook via Pop-Up, which I accept. The Pop-Up then closes almost immediately and goes back to the same message. It was working a week ago, not sure why it is not functioning now? Thanks.
Imported Accounts
Apologies if firstly this has already been raised (I can't see a similar thread after reading the forum) and secondly if I'm missing something obvious! As an administrator of our Zoho CRM we have imported all our accounts (customer details) from our previous CRM system and I can view them when I log in, under accounts/all accounts. We have also added two Sales Account Managers as 'standard' users to Zoho. The problem I have is that when the Account Managers log in to Zoho they cannot see/view any
Sort my leads / accounts by state
Hi, How do I sort my clients by the state they are in? If I go interstate on business I would like to know which of my accounts I can visit on the same trip. Does anyone know how I can access this information from Zoho? Thanks
tasks - the problem!
gone part of the tasks. they are not in the basket. no data in the audit to remove them?
How do I back up my data on Zoho?
Hi, Can anyone tell me how to back up all of the data I have on Zoho? I would like to have a copy of all of my information on a USB - just to be safe. Thanks
getSearchRecords - searchCondition value with special characters
I get a error response when sending special characters in a getSearchRecords api call into the searchCondition parameter. For example sending this value: [searchCondition] => (Subject|=|Artigos para Blog e Posts para Mídias Sociais - Assunto: Marketing Digital e Empreendedorismo) I receive this error message: Description: Unable to process your request. Please verify if the name and value is appropriate for the "searchCondition" parameter. Error code: 4600 There is some lenght restriction, or some
Does the Zoho CRM iPad App offer a sort capability
I am using the Free Version and have set up a customized view for Accounts. On the web, I can click on a column title and the data will sort on that column. Is this functionality possible on the iPad app -- sort? Is the sort capability available in any of the paid versions?
SIPGATE
I have a SIPGATE account and have been using it with Chrome successfully on multiple sites other than when using ZOHOCRM. Is anyone else using SIPGATE with any success in ZOHO. I also use Google Voice and am aware of the known issues/workarounds there.
Importing Notes with Created Time/Modified Time
Hello, We are trying to import notes from our old CRM system into ZohoCRM, but it seems that we cannot make ZohoCRM preserve the original Created Time, Modified Time (and note author). We are sending the following xml (below), but the note created time in UI is shown to be the time of the request (i.e. not the actual created time of the note): <Notes> <row no="1"> <FL val="SEMODULE">Potentials</FL> <FL val="SEID">640637000000146019</FL> <FL val="Title">Test Note - Audit Fields</FL>
Web to Contact problem
Hi, I am using the free zoho account for linking web form to zoho contacts, and from some reason no new contacts are being display on my zoho contact list, however if I go to export contacts to csv file all of new records from the web form are being recorded. Anyone can suggest please ?? Thank you.
Can't use email templates with Sales Order or Quotes
Hello, after closing a sale or a quote, I always send the customer a copy in pdf. The thing is, in the sales order and quote page we have the "send email" button, that automatically creates and attaches a pdf of the document...while this is great, there is one big problem: I can't access the email templates. So, I find two ways of doing it (neither good or complete) 1º I send the email like mentioned above, and copy paste the template from another program (word, spreadsheet) 2º I go to contact, and
Add task or event when i invit my collaborator
Hello, Do you have in your roadmap the correction for create an event or task when i invite my collaborateur to one event ? thanks
Getting Successful message when inserting records. But Cant find In CRM
Hello , I tried to insert data into ZOHO CRM through PHP. It is saying that But, When I checked CRM. I cant find record. Can Some one help me out?
Email/Form
Is it possible to create an email/form that is sent to a customer where they input the information and it automatically is input into ZOHO CRM? If so do you have a step by step process to follow?
Sending forms via email to create contacts
I'm interested in a form that is sent within the body of an email message (not a web form) and the recipient fills in the form and when they click on the submit button the data they entered is inserted into the database? Is that possible?
Reference Manual
Do you have a PDF general use and set up manual please? Paula
adding a list
Can you add a list i.e. an industry list to accounts
Outlook 2003 plugin through terminal server
I have downloaded the Microsoft Outlook 2003 Plugin, but no plug-in is showing on my outlook. Will the plugin not work since I login in through a terminal server, or does the administrator have to download it for me? Thank you
Adding multiple accounts to a single task?
Is it possible to assign multiple accounts to a single task? We have tasks that apply to multiple clients and would like to be able to assign one task and have it apply to multiple accounts if possible. Any idea how to set this up? Thanks, Duane Singh Payroll Resource Group
emailing a form
Can I create a form and then include it within an e-mail message that is sent to multiple recipients and once the recipient fills in the form and clicks submit their data is stored in the database?
Import My Contacts Wizard
Hi everyone, I'm new at this. I can't import my contacts. It seems to be formated correctly (.csv) files but I keep getting *Last Name (in red) and in the import field Last Name( Col: 4). Do I need to eliminate some restriction somewhere? I will greatly appreciate any help. Thank you!
Can't see notify owner checkbox
I've just created a new web-a-lead form for my website, but in the configuration option I can't find the notify owner checkbox, as reported here http://crmkbase.zoho.com/while-creating-a-web-form-can-i-edit-the-notification-email-that-is-sent-to-the-record-owner,
Can't make a checkbox mandatory in web form
I've placed a web-a-lead form on my web site, but I can't check if a checkbox is being checked or not. I need this checkbox to be mandatory. How can i achieve that?
Help with PO
Hi. How do you change Purchase Order numbers and have them show when we send out emails?
Not Assigning Tasks On Weekends
I am creating automated workflow rules based on a trigger date which will assign tasks at various days after the trigger date. I do not want these tasks to be assigned on the weekend or Holidays that I have designated. Is there a way to stop the tasks from being assigned on these days?
Zoho Campaign: Edit Contact: Grey Screen
We have a campaign that a colleague set up. I've been adding existing contacts to it without a problem. When I go to the campaign and try to edit one of the associated contacts (by clicking the edit link) The dialog box appears but it, and the whole window are dark grey'd out. It I hit the browser back page button, my previous pate is grey and any other Zoho pages I try to display. I've gotten this in Safari and Firefox. Babs
External update of contact
Is there a way ...a contact can update its contact register? sending them an email...link, etc. Regards
Site Visits Calls
Hi, I am new to ZOHO CRM and want to use it for tracking my sales calls. Not so much phone calls but actual site visits. I visit a lot of customers at their place of business and want to track what we talked about and when I willcall on them again. How to best do this? The calls seem to be more for phone calls. Any help advice appreciated. Cheers, Rob
Create groups or folders for Automation Rules
It would be convenient if we were able to create groups or folders for automated rules so that we could organise the rules a bit better for each module. A view option would also be available so that we could view by All or Groups (within each module) Just a thought.
Lookup Field Gives Account Name Not Account Number
I created a lookup field for Account Number on the potentials form that isn't working. When I select Account Name it gives me the list of account names from which I select the one I want. When I select Contact Name, it shows me only the contacts for that selected account name. So far, so good. When I select Account Number from my created look up it shows me the account name list again, I see the account number, which is not selectable. Only the account name is, and when I click on the name, it inserts
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