Visibility into hourly and daily limits
Zoho has limits on email alerts, workflow actions, custom functions and other actions but there is no way to see how many you have incurred for the day or hour. Please add the ability to see into my actions limits. It is very restricting to business to not have that information.
Unable to see several accounts notes
Dear Sir or Madam, please check the image below as I can't see the notes in several accounts because is written (for more than 24hours) undefined Loading...
Archive contacts when account is archived
When a company goes out of business or gets acquired we mark it as inactive so that it will no longer appear in our lists. When I do this I'd like all the contacts associated with it to also be marked inactive (but I do not want the association to go the other way, i.e. marking a contact inactive should not make the account inactive). I need the contacts to be marked inactive so that they don't get synced with Zoho Campaigns for marketing purposes. I've tried to setup a workflow rule, but I'm
customer mailing list
I have created a list under "accounts" of active customers from a field that identify who is a customer so that I can send email to that list. However I need to create a list of the customer *contacts* so that I can send mass mailing to this group. Under "contact" I don't have the field that allows me to select who are the active customers, it is only under "accounts". How do I then create the "contacts" list of active customers? Thank you much.
Zoho CRM Android App Error in Tasks
I created a filter that removes tasks that have a status of "Completed". It work perfectly in the desktop version, on the mobile version it shows the check box next to the task item completed check but it still shows up on the screen. It should be filtering out completed task according to the filter that i created. Please fix this error asap. thanks!
[ZOHO CRM API] problem trying to insert a url with params
Im trying to sent this URL in a valid URL field. https://rocket.la/que-tarjeta-de-credito-conviene/?utm_source=blog&utm_medium=post&utm_content=Diario-bsmart-u-20-julio-2015&utm_campaign=Diario-bsmart-u-20-julio-2015 my code looks like: <?xml version='1.0' encoding='UTF-8'?> <CustomModule7><row no="1"><FL val="Content">Diario-bsmart-u-20-julio-2015</FL><FL val="Tiempo">2016-04-13 14:34:58.988000-05:00</FL><FL val="Medium">post</FL><FL val="baseid">ce6f7c76-01ae-11e6-9e0b-0242ac11004a</FL><FL
Email in Zoho CRM - "Conversation View" of Sent and Inbox messages
Hi, I'm looking for a way to view all messages (sent and received) for a specific email message in one place in Zoho CRM's Email tab. I am using a Group address, and therefore have set up Filters in Zoho Mail to mark messages that are both sent from the Group address and are also cc'd to it to the Sent folder (per the answer here https://help.zoho.com/portal/en/community/topic/can-a-group-see-the-reply-of-a-group-email). So it seems like Zoho Mail pulls together all emails with a shared Message-Id
How can I export my leads to excel?
Any help?
Where is the support portal for logging tickets?
Hey there, Can someone tell me why there is no support portal for Zoho CRM users anymore? I know they have the live chat - bur frequently nobody answers, or they don't have the answer. And then there is no way to track progress on problems I've reported. Very strange, when Zoho offers a support package to the end user, they don't have one for their own users. Thanks Zakaria
Passing custom AJAX generated values through Zoho Web Form
Hi guys! We are migrating to Zoho CRM, and one feature that we had with the CRM we previously used was the ability to pass a 'Coupon Code' (that is generated and displayed when our customer website is loaded) through the web form. What would be the best method to pass this AJAX generated coupon code when a customer fills out the web contact form that Zoho creates?
IS thera a customer Portal feature in ZOHO
Hi Team, Do we have a customer portal feature in ZOHO where customers can access their pertinent data such as: purchase order status, complaint or inquiry status, statement of account, loyalty reward status, referral incentive status, etc. Please provide the update. Thanks, Santosh.
Record
I have this table: I am try to connect with a web application with this code: //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords?'); curl_setopt($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, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);//Set to return data to string ($response) curl_setopt($ch, CURLOPT_POST,
Getting Product Details From Sales Orders
Hi to all, I try to get products details from a salesorder in custom function. I try to use getRelatedRecords funciton but it seems doesnt work for products. Any suggestion? umut.
Formula: Represent the first four digits with a name
Hi, I have a phone number field that has eleven digits. Overtime my customer are placing their number I want a formula field to display what phone network it is. There are two phone networks. For example the number 0917-999-9090 will show Globe Network. Since all numbers starting in 0917 is Globe Network. And for the number starting in 0928 will show Smart Networkk
Alternative way to fetch Potential stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Calling using Google Voice or Google Hangouts
Calling in US and want to be able to one click dial through Zoho using Google Voice/hangouts. Can anyone help me on the set up of this? Tried going the route of prior discussions but can't get anywhere. Thanks
Contact notes from another user in CRM are now listed as my notes
Dear Zoho CRM Team, All of a sudden several notes from another user are now listed as my notes. Is there anyway to update who the contact notes owner is? Has any one else notice this issue? Thank you, Thomas Pursifull
Multiple lists independent of each other
We are a non profit organization and need to have two lists independent of each other under a single account. For insatnce we would have a list of potential sponsors and another list of various centers we reach out to. Both these lists serve a different purpose. Can we achieve this? If so how please? Thanks
How do i change positions of users after restructure the job descriptions
Hi, We went through a little restructure in the organization, but how do i adjust the job positions of the different people involved.This is also involving different management structure. Regards Rene
zoho addin appearing in my tab bar at the top of office
Hi I use to have my zoho add in at the top of my tab bar in microsoft outlook, but for some reason this has now disappeared and now appears underneath every email. When the zoho add in was at the top i was able to add any emails relating to emails directly into zoho - now I can't Has anyone else had the same issue How do I fix it so I can automatically add in emails to my leads without hand writing details
Multiple trial accounts
During my trial phase i've set up two Zoho accounts. One via @networkpathway, my work email - used this one to test Mail only, which i'm not continueing to use One via @gmail, my personal email - this one contains all the CRM data I've used the CRM lots via the Gmail account and want to go to the paid version. Will there be a problem if i convert the Gmail account to paid version and then reassign it to @networkpathway? I'm fearful that, because the @netowrkpathway email has an account already, it
Linking Zoho Doc and CRM
Is it possible to link Zoho doc with zoho crm. Because, we will update the lead information in the zoho spreadsheet which has to be imported in the zoho crm automatically.
How to customize CRM for date ranges (hotel room blocks)
I work for a meeting planning company. We are the 3rd party that contracts nightly hotel rooms between our clients and the chosen hotel. We record each client's set of hotel rooms as a Potential. We need a way to enter each Potential's unique arrival date and departure date followed by the subsequent unqiue: 1. nightly # of hotel rooms 2. days of the week 3. dates 4. room type(s) 5. room rate(s) How can I best record the unique set of requirements per Potential when each Potential is different
how to recover in Zoho a file downloaded from a web form?
In a web form,i'ts possible to download a file. Where and how to recover the file submitted by the web contact ? Thand you for your answers
How to set up post purchase emails from my Amazon account?
Hi everyone, I'm trying to set up a simple email autoresponder to customers that purchase my products on Amazon. Can any one help me figure out how to set this up within Amazon? Thank you in advance... Kevin
Mass email contacts with accounts related lists?
I need to send a mass email to certain contacts based on criteria that are under their respective Accounts. Is there a way to get the criteria to populate from Accounts to Contacts to that I can sort by those fields? For example, my current customers are in Accounts and their business owners are in Contacts. I need to be able to email only certain customers, so I would create a view in Accounts to sort out those particular customers. How can I transer that to Contacts since I can't email from Accounts?
No Opportunities within Leads?
Hi all, why is it not possible to add opportunities to leads? It seems only to be possible to have opportunities within contacts. Why? I think that especially within the lead phases, it is essential to be able to categorize/cluster the leads and their opportunities. Thx in advance & greetings, Gabriel
Price Book - 2016 02 19
For the items listed which is a long running item, we will have a different price from different suppliers from time to time, which, the current price book method does not provide a DATE for ref, is there a method to list the Date for the price listed, please advise.
Where is the Notes module?
I am trying to find the Notes module in Zoho CRM. When I go to Customization => Search Layout, the Notes module is available in the Select Module drop down with the following fields. More specifically, I want to know where the Notes Title field is:
How do I make my accounts or contacts PRIVATE - so employees dont see them?
How do I make my accounts or contacts PRIVATE - so employees don't see them? I would like to add Vendors to my account but I DO NOT WANT MY EMPLOYEES TO SEE THEM. is there a way to mark them private so no one else can see them? Thanks Christine
Is there a way to fetch all stage history in a single api request?
Currently, we can fetch stage history of each potential by using "getRelatedRecords" methods, but it quickly consumed our api request limit and it about to reach maximum limit in just a single run. Is there a way we can fetch all the stage history of an organization by a single api request like using "getRecords" method?
Quick capture of a contact's "contact" info
As an ACT user, I could pull up a contact, click my cursor into the contact's name field, then click CTL-C on my keyboard, the Windows shortcut for "Copy." This action copied the name, title, company, address line 1, address line 2, City, ST, Zip, Phone, Mobile, and email address to the Windows clipboard. All those fields at one time with just the one CTL-C click. I could paste this set of info into any document, for example an email to someone asking them to get in touch with my contact. Sooo easy!
Can automated update of a field trigger another rule?
..if the rules are for different modules? For example, when a task is completed the rule will tick a box in a potential card and it works. However, the other rule should be triggered by this update and send an email to the customer and it does not work. If I manually update the field, the rule is triggered but not if the other rule has updated the field. What am I missing here?
How to trigger workflow/Custom function on adding Line-Items/products in Quote module?
Hi, I am working on ZOHO CRM and currently want to handle Inventory and want to make some limitations/checks on Quote module i.e. on adding line-items in Quote module records. I have many products in Product module and there is also a field Quantity. Now I want to restrict the user, if Quantity field's value is zero, then user could not add the product in quote. Or if a product has been sold out, it could not be added in quotation again / or could not shown in products that are to be sold. Is there
Is Zoho CRM/Mail not workng this morning?
I was using Zoho Mail this morning and it became unresponsive around 7:15 EST. Zoho CRM is not responding either. I certainly hope they aren't updating the system on a Monday morning...!
Lookup products
I have created a module showing products and serial numbers with Purchase dates to be shown by account - im struggling to find a way to make the 'product owned' field (user) utilise the product listings - it only allows me to create new fields not use existing - or am i missing something?
Only exporting to google task, why not 2 way sync?
We export our tasks to Google calendar, We then in the google calendar or our mobile, add a comments and close the task, but Zoho does not update this! I also tried to change the due date in calendar, and zoho still has the old date I the Zoho settings, there is written; You can export tasks from Zoho CRM to Google Tasks. Is on only export the task. I think that i's important that an exportet task can be updated, and that updated are changes also in Zoho, like the normal 2 Way sync.
Import into Contacts from XLS
I have been trying to import into CONTACTS from an XLSX file. It keeps failing saying I have over 5000 rows!!!!!!! How do you indicate the number of rows to the Import engine? BTW I changed it to a CSV, and it said I had over 20,000 records. AND I tried to use the MIGRATE function, this "worked" but said I had Total records in file65469!. There was only ONE row with data. And it skipped that because I had the Account Name wrong.
File should not contain more than 39 rows
I tried to import some leads in excel format. First I was able to upload, then I received an error 'File should not contain more than 135 rows', so I reduced the rows. But then, I received another error 'File should not contain more than 39 rows'. I tried reducing the rows even to 20 but still get the same message. Tried making a new file, logging out of zoho but still the same result. HELP
Dropbox option
I do not have an option to add attachments from dropbox only google drive zoho doc and google drive how do I fix this or activate this?
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