change primary email address zoho system markup creating an error
OK so there's a need here to change a primary email address for a member of my team in Zoho. I follow the instructions here: https://accounts.zoho.com/u/h#profile/email In brief, one adds the new address they wish to become the primary and has to send themself a confirmation email to that new address. However, due to a markup error by zoho whereby the system appends the word 'to' to the front of the link of the email address one wants to update, one can never receive the confirmation email and thereby
Quickbooks Canada Eh?!?
Is there ever going to be an integration between crm and qb canada? or only us?
Report with Potentials and Email Addresses
Hello, I'd like to export a group of potentials and their email addresses but I can't find a way to pull the data I want: Potential Name: Contact Email Address: Potential Stage: I don't want to use the email within the system but export our own lists. Can this be done?
PLEASE make events more streamlined! (feature requests)
Please make Zoho more streamlined for users like me, who heavily rely on the Events part of Activities. Our company employs 7 outside salespeople, all of whom spend most of their time making in-person calls with customers, generating potentials and working toward closing those potentials. it would be great to see event activities streamlined in the following manner: a) get rid of participants, and just allow to associate with multiple contacts -- why would there EVER be a situation in which a participant
quotes are not exporting into PDF correctly
Quotes Not Working
Import quotes or invoices
Hi¡ We want import quotes from data base access to Zoho CRM Is this possible? Thanks
Zoho CRM search button not loading
I am trying to search lead names in zoho crm leads but the result isn't loading. Is Zoho crm down?
Search Tool Only Sometimes Works
We are having an issue with the Search tool working only sometimes. This has happened across several users on several machines, across the country. When searching for a name or company, sometimes a result will appear, other times it says "Loading" at the top and doesn't process. Clicking refresh generates a blank page. Thanks!
Limit CRM Access by User?
Is there any way to limit access to full CRM database by user. I would want each user to view only the customers/contacts for which THEY are respnsible. Thanks! Mel Cooper mel@melcooper.com
Using Lead Web-To-Lead Form
I have set-up my Web-To-Lead form and copied the code to my website. The problem is that when you complete the form on my website it does not display the Lead in the Lead section of ZOHO. Is there something i am doing wrong?
ZOHO CRM - Web forms NOT linking
I created a webform, copy/pasted the code to wordpress and its not linking back to Zoho. It also not sending the default email ... Kind of errkss me that zoho will only respond to paying consumers, when I'm trying to learn the program and have full intentions of switching my company over... not good for new business.
Unable to Assign Records Via Webform
Hello, I have integrated the webforms into our wordpress site and when you submit the information, it gets entered into Zoho, sends an e-mail to the person who entered the information and sends and e-mail to myself. However, I have assigned a rule to change the record owner depending on a field that the record submitted (entitled "branch that the record lives closest to"). However, the record owner doesn't get assigned even when the selected "branch field" is different. Is there a step I am missing
Error using font of Form (but iframe works)
Hello, I`m trying to create a Landing Page in my site using the Web Form in Zoho CRM. After creation of the form, if I copy the iFrame code and put it into my site, it works perfectly. But if I put the Source code (so I can hide the reset button), the form opens the landing page but don`t insert the data in my Zoho database. I made this test in several other domains and pages and always get the same result. If I can`t customize the form (using the source code) i`ll note be able to use Zoho as
Converting Lead removes attached file
I have a form on my website that asks fo a customer name, email, and if they want to attach a file, they can. The customer fills out the form, and it goes into the "unapproved leads" category. I can approve the lead and see everything they submitted. The problem is, is that once the Lead is converted (using the "convert" button) into a Potential, the file that they uploaded is nowhere to be found...gone...lost....not in the place in the Potential where files should be...any insights into this? Thanks!
product as sum of other products
Dear ZOHO I wonder if by "creator" can develop the following operation on ZOHO CRM. Issue: "A" product consists of: - "X" product; - "Y" product. "B" product consists of: - "Y" product; - "Z" product. "C" product consists of: - "X" product; - "Y" product; - "Z" product. Currently the management of products is only at one level; I would be able to handle this task with the upgrade of the CRM with the creator?
Schedule in Zoho CRM
Good morning, I need to create a function that checks the birthday of clients and sends an email notifying responsible, however I can create a function to iterate with these records, but I can not run it daily have the same option in the Schedule of Zoho Creator. How do to run a time-based function? Thank you!
Mailing, Billing & Shipping Addresses
We encountered a big issue when we transfered to Zoho in regards to Mailing, vs Billing vs Shipping Addresses. In our world these can be significantly different, whereby a customer is in OH, with thier manufacturing plant in TX, and Billing goes to a PO Box in IL. Moreso, functionality of Google Maps is also limited to one of these fields, and restricted in others. We didnt find this out until our sales force had no google map functionality on their mobiles, because we loaded mailing addresses
Questions about telephone contacts
Hello, I am trying to connect our Zoho CRM account to a phone. This implies syncing Google contacts and Zoho CRM contacts, and also using the Zoho Card Scanner app. But we have run into a couple of issues. 1/ After scanning a business card with the app, sometimes the contact takes some hours to appear in Zoho CRM. Is it supposed to be instant? How often does the app sync with Zoho? 2/ Google integration allows bidirectional syncing of Zoho contacts and Google contacts. Is it limited to Zoho contacts?
I want to sync my calendar with google calendar.
Hello i need you help because i want to sync my CRM calendar with google calendar.
Website field is missing from Contacts business card
When I'm adding information to a contact, I can't add their website - there is no field for this and no way that I can see to add it It exists for a 'lead' and an 'account', but not a 'contact' - why is that?
Activities Module not displaying any data on screen
for the last week or so the Activities Module keeps going blank and then will not display any data at all. Attempts to select a different view within the dropdown list fail as well, will not even make the selection. All attempts to refresh screen, navigate away and back and/or log out and log back in fail to produce any data as well. Currently only way to see activity data is to generate via Reports module. Please advise
Cannot login ZOHO CRM. API access is enabled but cannot enter
This basically is the problem. When logging in from my Google Apps account, there is a message Enable API in New Admin console. API is enabled, but this message keeps appearing. And I cannot proveed. Help please.
Need help finding the the best method intergate email in CRM
We use Office365 online exchange, our sales person would like to have CRM keep track of incoming & outgoing email with clients in CRM, we tried few options below and still can't find best solution, hope some one can give me advices, thanks. Below are what I had tried: POP3: we like this setup, but the issue was it kept changing "unread" email status in user's Outlook to "read", and that is normal for POP3 (not zoho issue) Plug-in for Microsoft Outlook: Seem ok, but users has to do everything manually
Multiple Email Accounts in Outlook and sync issues
Hello, I have three email accounts that all come into my outlook. I have the outlook plugin installed in outlook, but cannot get my emails to sync. Will the only emails that sync be the ones that are tied to my login ID for Zoho? Any insight?
Chromebook/ Chrome browser: Call phone numbers using google voice/ hangouts
Hi, As i understands it Zoho CRM has an option to call phone numbers using Google Voice (which i believe is now called Google Hangout, maybe i am wrong). It also seems like this option is only available to phone numbers in the US. I have tried calling European phones using my Google Hangout account, and that worked just fine. Would it be possible to enable this feature also for other phone numbers than US numbers? A suggestion - i have no idea if this is possible from a coding point of view - the
Zoho Projects related list shows Loading....
I entered the ZSC key and email to integrate my Zoho Projects and CRM. However, in the CRM Accounts related list for Zoho Projects, I only see the word Loading... and it never resolves into the list of associated projects. Why is this happening?
How can I import custom fields from another CRM (zoho account registered on another domain)?
I have created multiple custom fields (~50 fields) with dependencies and mapping from my Zoho account (account A). I want to import all the data, and also custom fields, to my other account (account B). What is the right way to do that? And if it is not supported yet what is the work around to get the task done?
Formula Fields
Is there a way to recaulculate Formula Fields in Batch? I just add a new formula field to the potentials and I need to calculate it to all the potentials that are already registered Thanks
How can I add a new field with formula?
Hi, I'm new at Zoho CRM. I'm having trouble about adding new field with formula and fill it for all my Proposals. For exemple: New field = '(Field)Total * 2' I want all Proposals with this new field. Only way I found was editing each one and saved it to refresh this new field. Is there a faster way to do this? Thanks for helping, Best Regards, Marcelo Kenji
how can i run a calculated field against existing records
Hi, We want to calculate the difference between 2 existing date fields through our existing data - we have created a formula field but it says it will not calculate this on existing data - how can we do this to calculate on existing data? Is there a better way of doing this or can we overide this somehow to calculate on existing data. Please respond as soon as possible. Many thanks
I can't change fiscal year
Hi, In Settings > Org Settings > Fiscal Year, my the fiscal year month is locked. How can I change it? Charlie
How do you remove a participant (or uninvite participant) from an event
Can Zoho CRM remove participants from an event once you've added them to it? There are no details in the help or the forum that I can see so far. Thanks!
CRM Custom Function - Change Quote Subject to include Quote Number
I created the following custom function, to maintain naming conventions in the Quote Subject and more importantly to include the Quote number in the Subject, which doesn't exist until the Quote is Saved (created). I thought I had it, but the Quote number included in the Subject is alway a number 2 less than the actual Quote number. Any help would be appreciated!! void workflowspace. Combine_Args_To_Create_Name1 ( int QuoteId , string AccountName ) Edit Arguments QuoteId_String = input.QuoteId.toString() ;
Is there a way I can create a group?
Is there a way to group the leads on the CRM software? E.g. If I want to group Car leads and then group separately Motorcycle leads. Thanks!
Fields change
can i change/add more Fields?
Zoho Geographical limitations
Is Zoho webpage blocked in China or any other Asian markets? Thnkx
How to programmaticaly attach a file to an email without exposing the Auth Key?
I want to attach a file to an email (a different one each time). I can do it with this code: void workflowspace.eMailCotizacion (int quoteID ) quoteIDstr = input.quoteID.toString(); resUrl = getUrl(("https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=auth_key&newFormat=1&scope=crmapi&parentModule=Quotes&id=")+quoteIDstr); attach = resUrl.subString(150,169); SendMail [ From : zoho.loginuserid To : zoho.loginuserid Subject : "Test Attach" Message
7700
I have entered all of my products and want the users to select a product whilst in their potentials and the product value to be added to the potential value, does anyone know how to do this?
Adding Fields
How can I add fields to a created section in the Leads Layout?
Bug when entering account by typing into field
You might not know that you can type into the Account Name field in other modules like invoices. When you start typing, it brings up a drop-down list of accounts that match. This can be used in place of the lookup icon that brings up a pop-up window. However, when you use the drop-down list and select an account, it does not populate the address fields the same way that it does when you use the lookup button. This isn't a huge problem when the address fields are blank, but if the address already
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