Finding a Zoho developer
How do you find a good Zoho developer to help customize things for a business?
Workflow update
What happens if a workflow in CRM is being updated ... will the be the series of actions/Mails assiciated to a lead be interrupted? I have addes a few more steps and it seems, they have not been executed ..
How to filter a multi-select based on the value of another field?
I know from lots of reading that this is a well-tread topic. I've got a decent solution in a stand-alone Creator app, and would still prefer to implement without recourse to Creator or a rather more complex round of coding within CRM. So, one more time,
Dissapointment with Contact Roles
Hi Zoho, I am dissappointed with the current functionality of the Contact Roles related list in the Deals module. The inability to use them for email communications through deals gives them very little utility. There are several other threads that have
Graphics not showing
When I launch CRM I cannot see my company logo. I checked various internet / java settings but can't make it appear. Also the CRM is quite slow. I'm the database owner - other user's accounts work fine. Any ideas?
How to stop entries being made
Hi, I have a Zoho Form which integrates with Zoho CRM. When a user fills out the form they cant then refill in the information because their email address already exists within the CRM. How can we prevent entries from being generated for that form?
Date field in webform
Hello, I'm trying to create a Zoho WebForm to embed ( html full source ) in a website, and the field "date" is created as text field not date field as it should be in html5, it causes problems of validation as I can insert aaaa in the filed that should be a date, and when I'm trying to change the html created to "date" type instead of "text" input type, the field is not saved in the database - I cannot see the value inserted to this field by the user in the lead details in the CRM. It's empty. The
Account Not Active Error when pulling Information from CRM
Good Has anyone ever encountered this error when you are in books and trying to pull information from CRM. and running the script below cus = zoho.crm.getRecords("Contacts"); info cus; With one CRM we manage to get the data from CRM but with another we
live chat to Zoho Support
In Zoho Desk, we have live chat access to Zoho support team, however, in Zoho CRM, we can only reach to the crm support team through email. Will it be possible to have live chat in crm as well?
Setting up round robin lead assignment for leads created via API
Hi there, Right now we have a webform that generates leads via API (we use Ninjaforms). We have territory based filters in the form to determine who is assigned each lead, but we'd like to set up a round robin system for any lead outside of the territories
How do I change Leads to be companies not people?
When I scroll through my phone or the website and click on leads, everything is categorized based on the company contact. How do I get the Lead Name to be the company?
Email Opt Out
Hi I have noticed tonight that selecting this option for a contact, you cannot email within zoho mail or the email mobile application. Why is this linked, of course i would like to be able to send them emails that are nothing to do with the campaigns?
Extension Pointers - JS SDK Series#7: Managing records, handling attachments, and adding notes from a widget
Zoho CRM JS SDK supports APIs that help manage records, attach files, and add notes to a record, all from within the widget itself. The term record refers to the detailed information about an individual entity in the Zoho CRM module. Attachments and notes
Field update
In the leads module we want to update the status automatically once the first/second email is sent (field update would be called first email sent). How would we achieve this?
Zoho CRM Plug-in for Microsoft Outlook 64 Bit vs. 32 Bit
Using Windows 7 64 Bit with Outlook 2013. When I download the plug-in I recieve message: "Lookslike you have downloaded the wrong exe. this 64 exe is not supported on your machine. Would you like to downlthe right exe?". I have a 64 bit system but
Querying MySQL database to update zoho crm records
Hi, I am using Zoho crm for our customer interactions, but the latest product masters are still maintained in MySQL server. So currently when ever we get a new lead the product information is manually entered by running simple query scripts. How do
Auto add field value in 3 modules
I have a multiple select field (complaint) with the same information in 3 (leads, clients, deals) different modules. Every time I see a new complaint I have to update all 3 fields in each module. Is there a way to automatize this by only filling the new
Zoom fields
Hi. I have zoom connected to Zoho CRM and I am wondering if we are able to send a custom email template with the invitation link in the email?
CRM & Desk - Departments and Related Lists
Guys, We're building out our Zoho One subscription and have started integrating CRM and Desk. In Desk, we have defined departments - let's say technical support and order entry. Clearly, tickets are very different from one another and handled by other people - but they are related to the same account in CRM. it seems all tickets end up in the same related list in CRM. So - this gives me three questions. 1. Is there a way to create a related list by department to keep different type of tickets different
CRM Deal Blueprint and Workflows
Can a workflow change the state of a blueprint? Move the blueprint from state 1 to state 2 just like selecting a transition button would?
Record is not updated even though function says it was
See screenshot. Update result says succeeded, but the record's fields are not updated. I double-checked the LeadId.
Permission denied for telephony
i'm the super adminstrator of my zoho crm account and when i wanted to activate telephony I get "Permission denied because im not the adminstrator of the account", i writed support but they doesnt reply back
Limit on saving filters
I am filtering Prospects by County and it will not let me save more than five counties. I would like to save at least 15 counties.
Associating more than one contact to a deal
Hello, Most of the times, I have more than one contact associated to a deal. However, CRM allows me to associate only one contact, which makes it hard for me to follow-up on emails related to this particular deal. What i do know is I create a Label in
Using custom email subjects to associate emails to records
As I have described on another post, I am struggling to adopt Zoho CRM because it has no capacity to associate multiple email addresses to accounts, and integrate email from multiple Contacts into account records (e.g. you have three Contacts associated to an account, why can't it associate all their email to the account record?!). Therefore I am looking for a workaround, and wondered... is there a way to write some custom code/custom module magic that could perhaps associate emails via the subject
Small Business Heroes Podcast #5: How Dogs are Winning Over Machines in Mold Inspections!
In our latest episode of Small Business Heroes, we have Georgia Rei with us, talking about her business "Dog Gone Mold". Georgia is the Franchise Development in-charge at Dog Gone Mold and she shares a paw-some story about this mold inspection business
Assessment Module
Whenever I am adding certain questions in Assessment Module, its showing this error "Internal server error. Please try again later." Kindly suggest the reason. Thanks Crownstack Team
Teams
How do I understand teams and if it is avilable to us?
Send Email from my domian with zoho api, .net 5
Hi, I am currently using Zoho SMTP to send emails. Is it possible to use the API instead? I use .net 5 for this, Please help me if it's possible
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Do we have a record type concept in zoho like salesforce to assign different processes and picklists to different users
Problem Code
Why will the below code not work to create a task. It doesn't fail over the task just isn't created. All it does is update the "Lead Status" leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong()); //info leadDetails; Taskmap = Map(); Taskmap.put("Subject",ifnull(leadDetails.get("
Dummy question: how send proposal?
Hello, I'm value to buy Zoho CRM. Actually I use very basic CRM and I'm pretty confuse... My old CRM it very simple and now I don't found this 3 dummy features: 1. send proposal to lead 2. track email between me and the lead Can you help? Also there
How to allow a "standard" user view "administrator" leads
When we receive a call, our "standard" users can't view all leads before inputing their information into the CRM. Is there a feature for them to view or search for a name or phone# to see if the client is already working with someone within our comp
Import Contacts of 500 but only showing 270
Hi Team. I am new to Zoho CRM.. our company has our own Zoho subscription and since I am the new System Administrator, I would like know what am i doing wrong. I am trying to import 278 contacts, but only 270 is imported. No duplicate information, less
ENHANCEMENT REQUEST: Ability to change name of Link in Attachments
Hi, We often attach a link on sales potentials to a folder on our storage drive (to save uploading large files to Zoho CRM), but the attachment link comes through with the name "Untitled" rather than the name of the folder. It would be much more useful
Zoho Telephony
We presently use a cloud PBX voipfone.co.uk in the UK but it does not yet connect to Zoho CRM, so we are looking at our options. Our requirements are as follows - Screen pop for incoming and outgoing calls with tasks and - Recordings to be accessible in Zoho CRM - Call logging and reporting feature in CRM Q1: I understand that several providers partnering with Zoho offer the above, such as Vonage and Aircall. Does anyone know of others? However, my bigger concerns are as follows: - I need a provider
Reject leads based on last chat message on salesiq zobot
Hello! I have an integration between salesiq and zoho crm. visitors with name, email & phone are automatically sent to zoho crm leads for approval. Here's the problem: Zobot prompts recurrent visitors (that have name, email & phone filled) with a "would
Import Notes to Account - Not Allowing Mapping of Date & Owner
Greetings all, We've been planning our conversion from our home grown CRM to Zoho, and all has been going very well so far. I'll give credit to the Zoho CSV import tools, they are pretty easy to use and clear in the data mappings thus far. (Here comes
how do i flag a lead as hot, warm or cold
There are all the lead statuses but how do I just flag all my leads as one of the 3 stages (hot, warm or cold) and then sort them in the list?
Import notes from multi-line field
We have always used a multi-line field to type in notes for our contacts but I'd like to move over to the actual "notes" section instead. I have been putting this off because I don't know how to import the existing data to the notes section. We currently
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