issues with EMAIL tab not showing up..J
I have had my manager set up the email add on feature. My manager is NOT using the mail add on, its only me that is using it. We gone through the processes of setting up the mail add on and making sure that I am activated on it. The problem is that I dont have a EMAIL tab at the top of my TAB bar where Leads/contacts/activities ect are located. Does anyone know what we can do to fix this issue? I am not getting read reciepts when I send out an email from the CRM, however I get no emails sent back
By IMAP-Integration - Can't find "Email" Tab in my Menu.
Hi, please help! I made setting for Imap-Integration (Beta) now, and I still can not find Email tab (Modul). How can I access Email Module?
Read Only Reference Field
I am working in the Cases module and there is a system field called "Related To" that allows you to select a contact from the the Contacts Module. It then auto-populates the contact's Email and Phone Number from the Contacts Module below it. I would like to do something similar for other fields and pull in read-only, related information into the ticket. I attached a screen shot showing the fields in question. The email and phone fields have a lock icon on them. I can't seem to find where I can
Zoho integration from Mailchimp
Hello, I'm trying to connect Zoho and Mailchimp but to be able to send details from Zoho to Mailchimp. I've noticed 2 ways to do that : - connect Mailchimp from Zoho marketplace --> I did it however we can only take name of the contact, email and mailchimp list but we can't send info from Zoho To mailchimp like custom fields or tags. - Connect Zoho from Mailchimp integration --> When I try this, Mailchimp request a zoho username and a password, I've tried with my zoho account and it doesn work. How
System Admin - resource to assist when required
We are a SME insurance firm where zoho is central to our client relations. Over the years we have managed zoho in house and not being zoho professionals other than users, we require some maintenance. Also introduction of campaign management, template and screen set ups. We are too small for a full time resource, and not 'game enough' to let unknown, not recommended people into our very heart of our business. We are located in Melbourne Australia.
Inventory Issues
We've been using the Zoho CRM for the past few months and are generally satisfied however we have not been able to get the Inventory functionality (which is the primary reason we are using the paid version) to work acceptably well. We have the following problems/issues: 1. The Inventory "Qty in Demand" field is updated when a Sales Order is created. I believe it should only be updated once a Sales Order is set to "Approved" status. There are may times when a Sales Order is initially created but is
Email settings on Free Trial Account
Hey Team, I currently have a free account an would like to add an email under ''organization email addresses'' does this come with the free trial account? Also, can I connect my Gmail account with the free account in order to see sent and received emails? Many thanks in advance for your help. Kind regards Agnieszka
Custom Module Creation for ELearning Business
Hello, We are an eLearning startup based in Bangalore. I am new to the forum and to Zoho CRM. It would be great if someone can suggest the best way I should customize my Zoho portal. Had an elementary question/problem for Module and Layout Customization. I am planning to create custom modules as below. a) LEADS: Collecting data of everyone who is interacting with the brand through various mediums b) PROSPECTS: Anyone who has created an account but not made a purchase. c) LEARNERS: Anyone who has
CRM PHP API
hi, i use the Zoho CRM PHP API zohocrm/php-sdk 1.1.8 i had OAuthtokens working in file, now have OAuthtokens working in db. But i had to do a small edit in vendor/zohocrm/php-sdk/src/com/zoho/oauth/clientapp/ZohoOAuthPersistenceHandler.php around line 33 //Logger:severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}"); OAuthLogger::severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}");
Delete record without triggering workflow
Is ist possible to delete records vith v2 api and not triggering the workflows? https://www.zoho.com/crm/help/developer/api/delete-records.html
Did SalesInbox replace the Email module in Zoho CRM?
I used to have an email module, but after checking out SalesInbox, I no longer see the original email interface.
I need to create Custom module based on filtered view of the Accounts
Hi, i need to create custom module depend on a filtered view of the Account, i noticed that i can create a new home page of the view but i need to create a separate module. is there's any solution?
Not able to generate access Token
Hi, I have followed below guide to connect to Zoho CRM using Java https://help.zoho.com/portal/kb/articles/java-sdk-create-first-app When i ran application to get access token and refresh token getting below error : com.zoho.oauth.common.ZohoHTTPConnector post INFO: STATUS_CODE = 400 ,RESPONSE_JSON = <!DOCTYPE html><html><head><meta http-equiv="X-UA-Compatible" content="IE=edge"><title>Server error occurred</title><style> body { margin:0px; padding:0px;font-family:"Open sans";font-weight: 300;
ZCRMSDK.OAuth.Common.ZohoOAuthException
I am trying to connect with localhost and getting this error "ZCRMSDK.OAuth.Common.ZohoOAuthException". Any idea how to solve this issue
Social - Custom contact fields added into CRM
Dear Zoho team, When we try manual add customers from Facebook into CRM . There are very limited fields such as : Company , Name , Account, Email , Phone. Could we have more fields (such as note,.. ) from CRM . And the best is for us to map and show by ourself like facebook ads generation lead form. And after added into CRM , we would like to show whose those leads / contact belong to , it should show some information on sidebar on Chat / post box ,... or at least can click to customer name and
ZohoCRM API PHP SDK - Documentation contradicts itself
On this page: https://www.zoho.com/crm/help/developer/server-side-sdks/php.html It is stated: Please fill only the following keys. Based on your domain(EU,CN) please change the value of "accounts_url". Default value set as US domain. client_id= client_secret= redirect_uri= accounts_url=https://accounts.zoho.com token_persistence_path= Only the keys displayed above are to be filled. But then you get an error: Notice: Undefined index: user_email_id So it currentUserEmail required or not? It then continues
Third party users
Deur Zoho users, We are a company that uses another company to install our products. For a good partnership they need some specific data from our crm. We have added an account on their behalve and my question is: Is it possible that the third party users views a specific field and is it possible they can upload or alter fields?
Automatic Lead Transfer from Paid Lead Provider
I pay for leads from 4Legal Leads. They are asking for the posting parameters to have the leads go to my Zoho crm. I currently have the free Zoho account. What information would I provide them?
Deleting/Closing current Zoho CRM Account to accept shared CRM database
I followed instructions but the "Delete CRM account" did not appear. Please help!!! Instructions: Closing Zoho CRM Account You may want to close your Zoho CRM account for various reasons. To close your account Go to Setup > General > Company Details. Click the Delete CRM account link.
Adding Mail Merge to automation workflow
I am trying to add a PDF letter and PDF envelope to be printed as part of an automated workflow. I would just like to create the PDFs and would print the letter manually. I can't seem to find a way to do this. Many of our workflow automation includes a printed letter so this will be used everyday.
Clean Mailchimp Integration overwrote DATA !! Deleted First Name, Replaced Last Name and Source
I am about to cry!!! We just installed the OFFICIAL Zoho Mailchimp Integration, We even used a NEW Mailchimp Account as to avoid conflicts with our current Mailchimp Database, and started from a blank slate. We ran a MailChimp Sync from within Zoho CRM, notice that the ONLY mapped fields available are Email and First Name, so, you can´t even select any other fields...but it decided by itself to UPDATE the Lead Source Field of all those Leads into the text "Mailchimp" as the Source !!!!!!!!!!!!!!
Do you always generate access token per request?
Do you always generate access token per request? Isn't that a hassle? Is there any workaround on this?
Ring Central Messages to ZOHO
Hi is there a way for ring central text messages will go to zoho?
Multiple stock locations in CRM
We manage our inventory using the crm. the problem we have is that we have 2 warehouses and move stock between them so we are able to have a stock location field on the product record so we can find the stock but the problem arises when we have the same product in two different locations ie some in warehouse 1 location A1 and some in warehouse 2 location b2 etc. Can anyone suggest a solution or a work around.
Chrome os blocks the download of my CRM backup
Hi, my Chromebook refuses to download my backup. When I hit save it says the download has been blocked since the file might be dangerous. What can I do? Regards, Andrea
Formula Field
Hi, I am using a formula field to calculate Asset Age in my application. There is also a choice to use a normal numeric field as Age and then calculate it on user input of Purchase Date. The age of the Asset is correctly calculated when the form is entered based on the difference between Today and Purchase Date of the asset. Now my question is - 1. Whether the age will be calculated daily when the date progresses and updated in the database OR 2. Whenever I run a report and generate Asset List,
Update fields on CSV import while separating column data
Here is by business use: We are an online training provider and our LMS currently only offer user profile information via API however, they do offer reoccurring reports by email. I can build customer reports to be sent to an email address at an interval of my choosing. We need to monitor the LMS user transcript data (scores, completions, session time, ect) within the CRM so we then can use it to trigger marketing workflows and customer reporting. I know that I can import these reports via CSV into
'TEXT' can not be cast to '[BIGINT]' for the function 'get'
Custom module in CRM where a user can enter data and click Submit. This is an annual project so it has not been touched in a while. The code behind the Submit button worked last year but not this year. Here is the first few lines of the code, which is failing right at the beginning. apsiId = apsiIdStr.toLong(); apsiDetails = zoho.crm.v1.getRecordById("CustomModule8",apsiId); apsiQty = List(); apsiQty.add(ifnull(apsiDetails.get("Product AB AC").toString(),"0")); I get this error: 'TEXT' can not be
Know Accounts rows total number
Hi, Since the API querys to Accounts module are limited to 200 at max I´d love to know a way to know the actual number of rows in total so I can optimice my code to work with the data. Best Regards.
Preventing mass emails being sent by someone who doesn't own the contact or account
We want to prevent account/contact owners sending individual or mass emails to contacts they don't own. In data sharing we use public read only which means that one contact owner can't alter the details of an account or contact which does not belong to them. However, this permission does not appear to prevent a contact owner sending either individual emails or mass emails to a contact they don't own. Does anyone have a solution to this?
Basic lead management - Product interest
Hi There, I am new to Zoho and trying to see what all fits out of the box for me. While creating lead, I want to enter Product/service of interest for that lead. How do I add it? Do I need to buy additional module or its available in higher version?
Deals: Related List: Contact Roles
Is there a way to edit the "roles" options? like where you choose "developer" or "decision maker" or whatever? We aren't a traditional sales company* but it would be helpful to have additional contacts attached to a deal - right now i'm using a contact field in the deal to look up the additional contacts, but contact roles would be better. (*we provided services related to real estate transactions so we have our client, and their agent, sometimes a lender or an agent's assistant, etc that need
How do I delete a trial CRM account so I can accept the invitation to join my companies CRM account?
I am having troubles with this and need some help.
Copy value from child module to parent module?
HI, In typical one-to-many relationship between two custom modules, Is there a way to copy field value from child module to parent module based on some criteria? e.g. Child module Record Date Value 1 1.Feb.18 x 2 3.Feb.18 y 3 2.Feb.19 z Parent module Date field: _______ Value field : ________ Since the child module which record 2 is the newest (based on the date), the value "3.Feb.18" and "y" are copied to Parent module
Automated Report Export and Email
This is my first post here, and I would in no way say I am a master of Zoho quite yet. I've just built a Zoho CRM report that I want to send out to certain people in my company on a recurring schedule. For now, I've chosen to "Send Email Schedule For Later" about 10 times (for the next 10 weeks). If there was a way to automate this and say "Send every Monday at 9:00am", that would be a very convenient feature to utilize. That's my idea. Thanks!
Billing through CRM
Is it possible to start/stop (Log Time) through Zoho CRM, in the same way that you can through Zoho Invoice?
Send email option when creatin new tasks
Hello, in previous versions of Zoho FREE when I created a new task there was an option to send me a reminder email, and now this option has disappeared. Is it so now? Thank you
Synchonization of fields in Account & Contacts
Hi guys, usually we're working with "Accounts". So, most changes are made in the account, e.g. added a target group, importance of the retailer (both variables are a pick-list) and not in the Contact! Now, we have the problem, that changes made in Accounts are not made in the Contact and there might be differences --> e.g. Contact has a different target group than the account My question is: is it possible to sychonize the fields in Accounts and Contacts without using Work-Flow-Rules for every single
Multiple module report
I want to create a report which have both Account Id and product id as fields
Already stablished Account´s Description overwritten after adding/converting a Prospect
Hi I cannot believe this just happened, We have an Account/Business Company registered over three years ago in Zoho CRM, with several Contacts related to it. And today we noticed that a person belonging to this company was still a Lead, so we converted him into a Contact... But what is our surprise when this lead´s description (now a contact) overwrote the ACCOUNT´S DESCRIPTION !!! WHY would that happen ?! And we found no way to revert this back, so now we lost that description because we cannot
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