Integration Tasks Zoho CRM functions does not work
As of recently, I have not been able to add an "Integration Tasks" Zoho CRM function to my custom function in Zoho CRM. Anytime I try to save the function I get the error message: In 'zoho.crm.updaterecord' function only the following modules are supported 'leads, contacts, accounts, tasks, events, potentials, cases, solutions, products, pricebooks, vendors, quotes, notes, purchaseorders, salesorders, invoices, campaigns, custommodule1, custommodule2, custommodule3, custommodule4, custommodule5'
Lead keyword tracking (from Adwords via web-to-lead form)
We recently moved from Salesforce and this is one of the features we really miss. Is this something Zoho are working on?
Integrate Twilio with Zoho CRM
It would be really cool if you could integrate Twilio with Zoho CRM the way it's integrated with Zoho Support. Please can you consider this feature request?
What Formula Functions can be used with Pick List fields?
What Formula Functions can be used with Pick List fields?
Reminder date not matching event date
I am trying to use of events and reminders in Zoho, rather than relying on Outlook. It is annoying that the date and time have to be set twice, once for the event and then again for the reminder. Can the reminder date/time be set to defaulttot the entries made for the event?
Re-activating a user
I am trying to re-activate a user who was set up long ago, but he never properly activated the account. Now all of his old email has been deleted so we cant find the original password. But when I try to create new using his email it says 'that email is already in use'. How can I re-send an activation email to a user so he can create a new password and login?
Document Library in Zoho CRM
Brochures, PDF docs, invoices, comparison docs, guides, presentations, templates, and forms. They are just some of the documents that you would use frequently in your business. But lets just say, you attach one such file to ten contacts in Zoho CRM, how much storage space will be occupied? What if the file you have is not the latest version? What if you want to share the file with other users? We have got a simple solution to all this is our new feature - Document Library, a Documents tab in Zoho
Using gmail w/ SideKick not getting back into ZOHO CRM
So, it's a unique issue, but one most sales organization would needs addressed. We do a lot of outbound work and this includes using Zoho's mail editor in CRM to send follow-up messages. So, I can call, leave a message and then send an email and this outbound message logs in both my Zmail and Gmail outbound. This is good! Issue being is that when the client replies (I have tested this with a personal account), the email does not make it back into the CRM where I would be notified of an inbound message.
Upgrade
I have just paid to upgrade my account to standard. So why can't i add more custom fields in the accounts module?
Custom module "add" for related lists
Our business has two types of products that are currently in the same module. I am interested in transferring all of one of those types of products to a different module so that each module can contain only the fields that relate to that type of product. So I would be splitting "Products" into "Devices" and "Phone Services" This part I can manage. What I need help with is how I can have both of these modules interact with our "Members" module so that we can "add" multiple "Devices" or "Phone Services"
Integrating Zoho CRM with Gmail
Hi, I am trying to integrate my new Zoho CRM account with my previously existing gmail. I have tried following the instructions by enabling POP in Gmail but when I go to the Apps and Add ons the only thing that is showing is the Mobile Edition so I can't continue following the instructions. I need to do this really quickly so if someone would have some input I would really appreciate it!! Thank you in advance!!! Sofia
Old Professional vs New Standard for $12/mth
Hi guys... Im currently using the Old professional version for $12/mth... its working fine for me... but should I migrate over to the new Standard for $12/mth? Will that get me more features and value? Please advise?
Error Inviting someone to Join Zoho CRM
When I invited someone to try Zoho CRM with me it pushed back a message to my associate stating "Sorry, we are unable to complete your request! Reason : You might be using the old invitation URL. Please try the latest URL" Can someone please advise?
Activities Module - leads contacts
In the activities module - why don't in Leads-contacts drop off the list when completed? This makes it very very difficult to manage.
Text Font & Color change
Is there any way to change the (very) light grey text to black for better contrast?
The "Descriptoin Information" field in a task no longer wraps
As I type in the "Description Information" field in a task the text will wrap when it reaches the end of the field. However when I save the information it displays all on one LONG line. I can't read what was entered without scrolling back and forth. This never used to happen. It used to display in a reading friendly format. What changed? How do I change it back?
Unable To Veiw Reports - Permission Denied
Whenever I try to view a report I get. Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more module that are part of this report.
Sorry, you cannot create more custom fields in your edition
Why is this coming up in my account we have added about 5 custom fields and is says we can add 130!
How do you back up your Zoho data? thanks
How do you back up your Zoho data? thanks
Unable To Access Reports
Whenever I try to access my Deals Reports I get the following.. Permission Denied Sorry! You cannot view this report because you do not have the permission to access one or more module that are part of this report. To view the report, please provide permission
Track Activity using Notes
Hi I need to be able to track and filter leads by the date the most recent NOTE was made. I see that you can filter by tasks, calls and events (activities), but there isn't a note option. What would be simpler and ideal is if the "modified time" of a lead was updated every time some activity (i.e. a note) was recorded. Is it possible to do this? At the moment, a field needs to be changed in order for the activity to be registered. If not, please would you let me know how to filter the lead records
When Seting up workflow, there is a choice for it to trigger once a month, and once a year, I need once a week
Is there any plans to add once a week for a trigger in workflow, I need to automatically send out a status update email every 7 days., even better, every Friday.
No notes on mobile APP ???
The mobile APP program doesn't show any notes that you can see on the desk top version. Is this an upgrade option or is it just not available on the mobile APP?
Text editor?
Why isn't there a text editor in "CRM - Estimates, Sales Orders, etc."? I am typing in one now writing this discussion. This is a fundamental don't you think?
Notes disappeared from the system due to your Zoho updates and I have still not heard a response
Notes have disappeared from the system due to your Zoho updates and I have still not heard a response. Please help as this is crazy and surely you cannot run a business this way. I have spent over an hour on the phone with you and emailed twice to no avail. Please help
templates and folders for email
Help...trying to test out ZOHO.I created a folder and it does not show up when I wish to send an email. then I created a new template and put it in PUBLIC and it still does not show... why?
many suppliers for one product
How can I associate the identical product to more suppliers? Thanks, Pasquale
How to shop only certain fields to others?
Hi I am truly sorry if this is covered somewhere but I cant seem to find it... This is what I am trying to do... I have multiple reps who are awarded a lead to work on based on who gets the lead logged first. Once logged, the other reps must be able to see who the lead is and who owns the lead, but without any further info like numbers etc. As admin I should be able to see everything. How can I do it? Thanks
how do i delete duplicated leads?
I am sure it is an easy process.
New Field marked as "Not Mandatory" wont allow my Import
I created a new field in leads and do not have it marked mandatory and I'm trying to import 800 records and its throwing out about half that are empty in my csv and it's saying that filed is mandatory. What am I missing?
deduplicate contacts not shown
The deduplicate contacts function is not shown under tools while we have the professional version. Any suggestions ? Thanks, Marc
Getting rid of Pulse is a bad idea
For the past two years, I have been telling every customer who will listen how great Pulse is in Zoho CRM. I have explained how it is innovative, useful, and in my experience unique among CRMs. In my office, we use Pulse to follow our most important Leads, Contacts and Potentials. A couple of weeks ago, I went to follow a critical new Contact, and found that the "Follow" button had disappeared from the records I owned. I immediately reached out to tech support, and was told in a very off-hand manner
Total order amount on account page
Is it possible to create a field that is automatically updated with a total of the orders of a customer/account? It would be very helpful to be able to see the total of all orders of a customer in one quick view.
Syncing Zoho Contact with Zoho CRM and accessing them from Microsoft Hotmail
Hi, I'm still very new to Zoho, but I was wondering: Is there a way to ensure that all contacts added to Zoho CRM are likewise added to Zoho Contacts? (and vice-versa?) Also, I was wondering if there was a way that Zoho Contacts or CRM could be 'shared' to my Microsoft Hotmail address, so that when Zoho contacts details are added or updated, it's also automatically up to date in my Hotmail. What would be even greater if there's a way the Zoho contacts could remain somewhat separate within my Hotmail
How do I make sure all my customers are getting called?
I'm in the process of setting up Zoho CRM to manage my sales business. We are a B2C company that sells many times over to the same customers. When a customer reaches a certain sales volume, they are assigned a regular sales agent. Until that time, the customers are all shared equally among all sales reps. They focus on calling the customers that haven't ordered in over 60 days and try to bring them back to us with a new order. If I import all of these customers in as "contacts" and any orders
Invoke a custom report via the CRM api
Is there a way to run a custom report via the CRM api and get the result as json or xml?
Where is the contact form I made a few months ago?
It's linked up to my website, so when I click on 'contact us' I see it there, yet I cannot located it in zoho? where is it? what if I want to make changes to it--how do I find it? Thanks--
Form Is On Website, Used To Work, But Not Working Now
I can see it on my website . . . I submitted a test, and it is not coming through to my email address. Also, I don't see the form when I go to webforms in the CRM. I also thought I had set up an autoresponder for this form saying "thank you, we have received your request . . . etc".
Can I put a business address on the 'contact us' web form
I see fields to capture information such as first/last name, email address, etc. however, is there a way for me to put a text box with my business address?
Limited amount of user defined fields
Hi there, we love Zoho but the limited amount of user defined fields means we have to start looking for an alternative solution if there are no plans to change this soon. We REALLY do not want that but would have no option. :-( Why is there a limit to these anyway? Why not give unlimited fields? Are you planning on changing this in the near future (next 6 months)? Many thanks, Maribel
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