lean approvation alert
How can i have an alert on the top right of my screen every time i have a new lean waiting fon my approvation (from my website)? thank you!
Outlook Add In deleting data from Zoho
Data which I have previously entered in Zoho and NOT in my Contact in Outlook is being overwritten by the Outlook file. Has anyone else encountered this?
Assign task in zoho creator based on zoho crm drop down value.
Hi All, I have to fetch data from zoho crm drop down box and this value should be populate in zoho creator form. I don't want to use zoho CRM Service in creator. Based on the data i have to create a task which will be assigned to user in zoho crm. I am new here. please help.
Mass emailing leads/contacts
Forgive me if this question has already been asked. I'm currently using Salesforce as my CRM, but I'm testing out Zoho to see if it's a better option overall. In Salesforce, I frequently use the Vertical Response application to mass email leads and contacts. This application allows me to bypass the 250 email/day limit that is built into Salesforce. Zoho has the same limit. Is there a similar application available for Zoho (so far I've found none), or is there any other way that I would be able to
Scrolling Page Clicks on call list
Can you guys take a minute or two and update your code to add the same "arrow scrolls" that are at the bottom of the page of call lists follow ups to the top of the page as well? It is a simple fix and just a little annoying to scroll down everytime I want to click through to the next page. And then when the next page comes up after i click though, it puts me on the bottom of the page but it should actually default me back to the top. If you could make that small adjustment as well that would
Need Suggestion on Setup
I am building a Zoho CRM project for a local political party. I want to track an elected official without making multiple entries. Said elected official has 3 official offices in the state, one in DC, plus has a campaign office, and a personal address. Do I use the Accounts module to list the politician, then use contacts for each of the offices? How would I then assign the individuals managing each office to their location if I do it that way. Or do I do it in reverse, list down as an account each
Capture the status of a converted Quote
Hello, When converting a quote to a sales order or invoice, does the CRM log that the quote has been converted? I thought that the "quote status" pick list field was automatically being updated to Delivered, but since adding extra pick list options this doesn't seem to work now. I want to show open quotes based on quotes that have not been converted to a sales order. Many thanks, Pete
lastModifiedTime doesn't seem to be working - python example
I'm trying to get records for a lastModifiedTime greater than a particular date but it's giving me records that don't match the date criteria. Any help or clarification would be appreciated: authtoken = 'my_auth_token' searchCondition="lastModifiedTime=2015-01-01" params = {'authtoken':authtoken,'scope':'crmapi','id':id,'selectColumns':'All','searchCondition':searchCondition } final_URL = "https://crm.zoho.com/crm/private/xml/Accounts/getMyRecords" data = urllib.urlencode(params) request = urllib2.Request(final_URL,data)
Captcha not draggable
Hi, using Zoho CRM with latest Chrome on Windows. We can create a web form easily. However both "captch" and "upload file" under advanced tools can not be dragged into the form. Any ideas?
Login error when signing in outlook add-on but no errors encountered when using Zoho account in web browser
When trying to sign into outlook add-on, there is an error message asking for valid email address and password. I have attached a screenshot so you can gauge the problem. Have tried to unistall and re-install the add on but I think there is an issue and it needs to be immediately resolved as all other users in the company have also reported experiencing the same problem and it is seriously impeding work. I have also emailed support but not had any response from them so far. Thanks
Web Form on Wix site not sending data or emails
Hi I have created a web form as a basic enquiry and added to our Wix website at http://www.greenshootslearning.com/#!zoho-landing-page/cqfo It looks good, allows me to enter data, but it doesn't send it through to Zoho and it doesn't send any emails. The code is <div id='crmWebToEntityForm' align='center'><META HTTP-EQUIV ='content-type' CONTENT='text/html;charset = UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm' name=WebToLeads1110235000000374010 method='POST' onSubmit='javascript:document.charset="UTF-8";
Pick List Won't Populate
I have created a pick List with 5 different options to pick from. I go into Set-up, Customization, Fields and then click on the Module that has my Pick List in it. Since I was changing the names of each of the 5 "picks" I simply clicked "edit" deleted all but one of the "picks" and then added 4 new picks with different names. I then deleted the 5th pick and added that new name and clicked save. Only one of the "picks" is showing in the application. When I go back to edit, all of the changes I
Tabs in ZOHO CRM APP
Hi everyone, I could use some help to customize my zoho crm app. Is it impossible to hide modules' tabs in the Standard version for the app? I have read it was only available in the Enterprise version but I need to confirm it. Thanks in advance
I think there is a bug in the mobile version(android app) of task
there is an annoying bug in the task version(android app), here is the issue, lets say there is task pending witch was previously made on the computer and while on the road if someone would want to edit this already made task although the associated contact is visible on the display screen of this task when we go in edit mode, the task loses its associated contact and we have to find the contact all over again to re-associated it to this task.
why adword data is not showing?
I have recently integrated the google adwords with my account, on number of leads, I see GCLID has been been populated in leads but none of the other google adword data is populated, please tell me why?
Unable to identify account via 3rd party web portal
Hi, I'm trying to use your webforms to create a case (or custom module entry) from within another website. We need to link an account to the entry and have tried two solutions: Our preferred solution would be to use the account number instead of the name (because names are more error prone), but this seems to be impossible - whenever I try add a custom lookup field to a module, I can't enter the account number but only the account name (see attached screenshot for configuration) Using the account
slowness when searching
i have noticed since the latest round of changes that when you search for a company name etc it takes longer and scrolls through the various modules it checks which never happened before there seems to be an overall slowness issue in places. including when i create a new potential from the account module it have to go into potentials to in to the account from there but doesnt show up on the account immediately after saving it. also when i restore something from recycle bin it takes ages to be put
Feeds don't work
Hi, I try to use Feeds module, I've created Groups, but only some of them are shown on the left tab and then when I want to publish something for all users, it just does't work, I have always a message saying "Write your first message" (In french).
Reordording notes in Task
When we go into a task we noticed that the notes are in oldest first whereas Companies is oldest last. Is there a way to define the order?
Microsoft Outlook Plug in Synching
Is it possible to have one-way synching? Just from outlook to Zoho and not have things update automatically from Zoho to Outlook? I am asking as right now, if I delete a contact in Zoho synching also removes it from my Outlook contacts, even if I remove the Zoho category.
What Is a ZOHO??
Title says it all.
Need to Create a Radio Button depended on other values
Hello, I would like to create a "Radio Button" wherein various other filed would be depended on its value. If the "Radio Button" is true then should show other related fields otherwise these fields should be hidden/disabled/greyed out. Actually I get two types of "Leads" and both of the types require various number of different fields which are not common to each other. To achieve this I would like to create a Radio Button so the moment I select the type of lead it should ask me to fill up other
User Profile Capabilities
Hi there, We have created a new user profile named "manager" and provided it with the full capabilities for the Client "contacts" module as per the first screenshot attached. However, none of the users that were setup as "manager" could edit or delete a client record as per the attched screenshots as well. Kindly help
Exporting CRM contacts to Hotmail (or iPhone)
Hi, Is there any way I can export all of my CRM Contacts to my hotmail account? It would be even better if it was a live sync, so any new contacts added in CRM automatically end up in my Hotmail address book. I access Hotmail from Windows, as well as from my iPad and iPhone. Has anyone had any successful workarounds?
copy of invoice
Hi , I need a copy of the invoices for all payments done to ZOHO by my company . Reg Yaron
Adapted "Product Details" Overview?
Hello, is it possible to adapt the "Product Details" Overview which is part of a Quote? My problem is that I do not need the standard field "Tax" for example. Would be great to change the existing field to a second "Discount" field. Or ist it possible to add new fields to the overview? Thanks a lot for the help. Best, Sascha
Web Form Formatting Issue
Hi, The issue I have is that I can only embed a 'source' code onto my site instead of having options of iFrame, HTML and Source. Why am I not getting this options when creating my web form on the CRM end?
Associating leads with visitors
I've put a lot of time and money into Zoho only to find that it seems to be much more difficult to associate a visitor with a lead. I assumed you would be able to email a lead and if he/she clicked on the link provided they would then be associated with a visitor profile. That doesn't seem to be the case though. While the visitor tracking is useful, it's very limited if it cannot be associated with lead profiles on a broader basis. Particularly if you have a following prior to using Zoho.. I like
I've been trying to reach Zoho for a week. I want a phone call or a refund, IMMEDIATELY!!!
I've been trying to reach Zoho for a week. I want a phone call or a refund, IMMEDIATELY!!! 760-808-9902
Remove the header and footer when printing an invoice from ZOHO CRM?
Paid subscription of CRM, Looking to make use of invoicing in the CRM module. When invoices print " Header appears with header: "Date" on left and "ZoHo CRM - Inventory Details" centered. Also, footer prints with https://crm.zoho.com/crm/PrintLayout.do How do I get rid of these? Thanks in advance. Dan
Currency
I have a problem because our company lists its product in two types of coins, American dollars (cash) and euro (€). The Zoho uses as the default symbol $ and I need to be able to use the symbol (€) too. I can not find the location to make this change. thanks please help me, thanks
Problems with Zoho CRM Microsoft Outlook Plug-In (Add-On)
I am having problems with the Zoho CRM Microsoft Outlook Plug-In. I was able to install and setup the Plug-In correctly I believe in Microsoft Outlook, but contacts are now being created in Zoho CRM when an email is sent from MS Outlook. A contact is created and appears under Contacts in Zoho CRM but no other information is populated in the fields; for instance only the name is there (for instance "rfairley" ) which matches the beginning of their email address; but no phone numbers. Also, other
Account & Contact Layout: Selection by Alphabet Letter on the top of the page
Hi, I have a large database of contacts and accounts. I also keep the views for both the Accounts and Contacts on "50 records per page". In doing so, I have to scroll to the end of the page to select another letter for viewing. The layout would be more effective if the row of alpha characters were on the top of the page. Thanks
Open Task pane on Home Page
How do I add a field to the "Open Task" pane on my Home Page? I need to include the Company name that the task is associated with.
Mass cloneing for repeating potentials?
How can I mass clone repeating potentials from this month to next month without going one by one to each potential screen? I have tried everything including creating them in the docs spreadsheet and then exporting to my computer and importing into the crm which is crazy and awkward.
New User
Hi there. New user to ZoHo, looking for the easiest route to creating user reports to monitor remote worker activity. I have searched the forum and the only anser I can find is to utilize setup>data adminstration>audit log. When folloing this route, I have no "audit log" facility on the drop down. I am logged in as administrator and have super-admin facilities. Any advice, help or tips would gratefull received.
Additional fields on CRM Home Page
I am a home working telemarketer and use Zoho CRM to manage my activities for multiple clients. My Zoho wish list would include the ability to display the 'Ownership' field on the Home Page so that I am able to identify which client's contacts I am calling. Is this possible or should I be looking for another way to achieve my objective? Thanks, BryanR
NEWBIE HELP with Contacts
Hi, I am considering using ZOHO and wondering if you can put me on the right track. I have a medical consultancy business and assist about 300 doctors. I want to enter all their details into the system and add some documents etc and also an expiry date when I need to contact them next. Are they CONTACTS? I am getting mixed up with what is a contact vs a lead etc. Thanks Nicole
How to close Zoho free account?
How do I cancel free account with ZOHO. I have emailed two times and left a phone msg. HELP! This system is difficult to use with WordPress. Directions to complete the users, email and mx accounts do not match screens on WordPress. I have spent too much time trying to figure this out. My attempts to close the account on line are: Going to CONTROL PANEL> DASHBOARD> DELETE ORGANIZATION I am told to delete domain first. AND when going to CLOSE ACCOUNT page per : Receive the following: Close
Time feature
The time feature of when I create a lead is incorrect how do I correct that?
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