Inventory Templates
Is there any way to generate printable documents in DIN Format? The editor function is very frustrating ... I need to send printed documents in DIN 5008 . Thanks Michael
Display relevant EMails in CRM from Contacts
What must I set where to display relevant emails from contacts in CRM ? I mean not the opening of the email editor in the CRM view but the one is circled in the picture below.
Import data not working from .Net code using Zono dll
Hello Support, I'm trying to upload records in json/csv format using the zoho reports.dll but it seems is not working. Here some code samples {code} Dictionary<string, string> ImportRes = new Dictionary<string, string>(); // json in memory string doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.APPEND, {in memory json string}, ImportConfig); // text file with json format doesn't work ImportRes = RepClient.ImportData(tableURI, ZohoReportsConstants.UPDATEADD,
Importing Leads
Hello, Is it possible to import a lead and associate it to an existing account ?
Email error
When adding email to contacts, I am receiving a error saying that the email is not valid. Has anyone else had this issue?
Organization logo shows up as broken link
Hi... I have a valid image that is under 20K and when I try to add it from my local PC's HDD as my logo, I can drill down to the file, select it, save it, but it then displays as a broken image. The image was created in MS paint and saved both in JPG and PNG formats. I tried uploading each of those formats and it doesn't work. Is this a known issue? What is the work around?
New to Zoho and need a suggestion regarding contacts and products
I've been working on customizing the Zoho environment to meet our needs here, but there an issue that I can't seem to solve. I need a way to associate a lead (or in worse case, a contact) with a Product we sell. We'd like to be able to search on that Product field for the lead or contact associated with it. I can get a Product in a contact's record, but I can find no way to search on it. Any suggestions? Roy
Best Power dialer intergration with zoho
I am looking for a power dialer integration for ZOHO. We have a separate dialer now but we need leads to be dumped into ZOHO to save time on putting them in manually. Anything out there that can do this efficiently?
Assign Contact Roles to Potentials using API
Is there a form usign API to assign contact, and it's related role to a potential?
Tine zone
The time on my leads is wrong. I picked est time zone and its still an hour off
Custom Field Number Format
We have added a custom field in the "Potentials" module for tracking project numbers. The field is setup as a number. It is limited to 9 digits and it must be a whole number. Our typical format is 12345.0001 which cannot be accepted because of length and also the decimal point. Can I change this? Maybe as a work-around I can place the sub-number .0001 in a second field adjacent to the first and connect them somehow? Eventually we would like to add a custom module to track and sort by project
Create a Task for an Opportunity using
Hello, I saw that I can create a task for a contact through the API. Is it also possible to create a task for an Opportunity? If so, what should I change in the below? https://crm.zoho.com/crm/private/xml/Tasks/insertRecords?authtoken=Auth Token&scope=crmapi &newFormat=1& xmlData= <Tasks> <row no="1"> <FL val="Subject">Call</FL> <FL val="Due Date">2009-04-20</FL> <FL val="Status">Deferred</FL> <FL val="CONTACTID">2000000017017</FL> </row> </Tasks> Thanks
"From" field of email sent, is showing zohoCRM instead of my email
Hello, I wanted to use zohoCRM (free version) to send emails to my prospects. Before sending to prospects for real, I have made a test by sending myself an email to see how the receiver would see it, and when opening it I noticed that the "from" field shows "sabrina=advalo.com@zohocrm.com on behalf of Sabrina Broggini <sabrina@advalo.com>" instead of directly showing my email adress or my name, thus clearly showing that this email is sent by a CRM tool. I am using Outlook 2010 to read and manage
No Undelivered email bounce when sending emails to prospects from ZohoCRM
Hi, I am using ZohoCRM (free version) to structure the sales and prospect activities for my little company. I noticed that when sending emails to prospects through ZohoCRM, I do not get any bounce message on my email when the targeted email is not correct, thus I never know if the message has been delivered or not, if the email typed is correct or not... How can I configure this aspect? Thanks, Sabrina
IS THERE A WAY DRAFTS AND OUTBOX CAN BE HIGHLIGHTED?
For Zoho mail in CRM, I have a question, resulting from a delayed email. I put an email I composed into drafts, as I was waiting for a piece of information to complete the message. Things being as they are, I forgot that the email was in Drafts. I was sure I had sent it. It sat there for several days. If the 'Draft' button on the left had been highlighted and stayed that way immediately an item was saved there - as gmail does, for instance - that would have helped trigger my memory. I know when there
Email/Mail Merge Template Questions
Hi there, We are trying to set up templates for our crm workflow, and we have a couple of questions. 1) Which type of templates should we be using for sending automated workflow emails, Email Templates or Mail Merge Templates? Can you explain the differences, and when each type is best used depending on the scenario? The help guide answers did not provide very clear answers. 2) On the Mail Merge Templates, is there a way to have each template automatically select the correct email address based on
Gmail Integration in CRM via Zoho Mail App -- "No records found"
Hi all, I'm trying to integrate Gmail with Zoho CRM. In the Emails section of the contacts module, it does list the "Emails sent from CRM" alright, but does not list any emails from "ZMail Public Users ". Any clue why this is the case? I have checked both these help pages and followed all the instructions there: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html https://www.zoho.com/crm/help/zoho-mail/send-and-receive-emails.html Thanks for your answers, Jo
Account / Contact Address update
Is there anyway to have the contacts address update when you modify or update the Account address. Currently I have to go through and update every contact under a account to make sure the address is corrected with any updates. Please advise.
Using CRM but want to customise headings
We are a hotel and are using Zoho CRM for our database, and are delighted with it. However, we want to customise our headings i.e. leads - Individuals, Contacts - Tour Operators and also add a number of categories. If we purchase Enterprise on the short term and customise the site, can we then revert to Zoho CRM as normal after a short period.
Microsoft Outlook 2013 plug in is not working
I installed the plug ins but it is not working , always disable so what I can do
Clarification : Tasks
Areas for clarification : Can a Similar task be created for a group of users - other than cloning method Once a task is created with a reminder for say weekly , if the task is closed from the dashboard will the reminder also extinguish , as say this task is a weekly task so a closure of task also deletes the reminders . Regards Vivek
Limit on Free Account
I have entered 2,000 leads. The free version goes up to 5,000. But when I try to enter a new lead it says that I have reached the maximum limit. What am I doing wrong? Rolf
Transfer data from Account record to Contact record
Hello, If I create a new contact linked to an account the "mailing" address for the contact auto-populates from the "billing" address of the account. This makes sense. But, in the part of the world at least, I need an extra line for the address. So I have added custom fields like "Billing Street 2" in accounts and "Mailing Street 2" in contacts. I'm assuming that there isn't a better way to do this. My question is whether there is a way to map these custom fields so, in the case above for example,
How can I move address info from the contact to the account
When I imported all my data from a spread sheet the address data was imported inti the contact and does not appear on the account listing associated with that contact. I have already added a bunch of notes so I would rather not redo the original upload and lose that work.
Using CRM
I have a question, I am about to run a few business models and has anyone tracked in ZOHO the different types of business. Want to keep a good record of the account and email plus the business are different in nature and type of client. Thanks Bev
Recherche de compte/opportunité/contact/etc
Bonjour, Serait-il possible de définir une méthode de recherche qui ne tient pas compte des accents. Ainsi, que je recherche «Stéphanie» ou «Stephanie» mon résultat sera le même. «Stéphanie». De cette façon, on évite les doublons puisque quelqu'un peut ne pas savoir qu'un mot s'écrit avec un accent et reproduire un compte pour la même tâche. Merci. André Langlois andre.langlois@ebpc.ca 418-329-2772
Automatically moving to Closed Activities
Why do events automatically move to "Closed Activities" when the date has passed? The user needs to decide if it has been completed or not. Clients need activities to remain open until they are physically closed. It is impossible to track employees/associates or to see what has really happened on a contact because things just automatically move to closed.
Customization Area
We had some queries and required your assistance to customise : 1. Whenever a task is created , the person who is the owner gets an email , that email subject does not show any client name , so its just a task seen , cant this have clients name as the same is chosen while task is created 2. In activities report , we cannot filter or have a collumn with client owner , it only has activity owner , can this be worked around 3. Want to see closed activites in the client page Customise
Sync GMAIL and ZOHO windows 8
Dear all, Since the last 14th August I can't sync mail g-mail apps with ZOHO CRM. There is someone who can help me. Thank you Lorenzo RIMONDI
Activity reports
Investigating the program, I´ve deleted the activity reports.... Is possible to restore these templates?.
3/4 of my leads didn't get imported
Hello, I am importing a list of about 1400 leads, and over 1000 of them got skipped. How do I tell what needs to be fixed? Thanks!
cannot attach project to account
For the most part this feature works, but we have a few accounts/projects that will not attach. When the save button is clicked nothing happens. A specific account name that will not attach is Chel's Clothes Please let me know what more info you need. Thanks Kim
No Email Icont
Hi, According to your videos, I should be able to see email add email icon/button in setup> apps & add on's> Email but nothing is there.
Import Error Says "Can't Load More Than 1000 Rows"
I'm trying to import a Google Sheets file into CRM using a FREE account. I saved it both as a xlsx, and csv file. I only have maybe 750 rows, yet everytime I try to import either file type it gives me an error msg saying it can't import more than 1000 rows. What's up with that?
Contacts Customization
how i can add more contacts under company name? for example i have two different leads from different departments and i want to put them under one company or one column.
Associate Potentials
Hi I don't get how to link two potentials together. The help topic doesn't talk to me as well. I am running a free licence. Regards To create potentials In the Record Details page, the existing potential details, if any, are displayed. Click Potential Name, Amount, Stage, Probability (%), Closing Date, or Type links to sort the display order of the records. Click the relevant Edit or Del link to modify or delete the potentials respectively. Click the New link. Enter the potential details. Click Save.
Please change default on email template creation
When doing a "leads" email template, the field selection should default to "leads" not "user". It's very easy to put the sender's name in the salutation instead of the recipient's name. Dave
Mobile CRM IPhone issues
I have a very large database. When searching for a Contact on the mobile App, it requires a massive amount of scrolling even when selecting a Letter. By going directly to an Account doesn't help either because you cannot click on a contact in the main Account page to reach that Contact, so back to scrolling, TEDIOUS! Suggestion/Question. When can we expect to get a decent Search function in the mobile App? If there is one then I missed it. Induna
Feature Request: API call for API Usage and Quotas
Feature Request: Add an API method that returns the API Usage Data (# of calls made today and daily limits). Explanation: Non-admin users may employ API calls, but cannot see API Usage Data anywhere. I recently posted another topic regarding the availability of the API Usage data ( https://www.zoho.com/crm/help/api/api-limits.html#API_Usage ), which I now have figured out is only available to a Zoho root (administrator) account. Since other users may be actually employing the API,
I can't add a new contact?
For some reason, I can't add a new contact? It tells me "unable to process your request, click here to go back". Can someone let me know what is wrong? Is it a temporary glitch?
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