User privileges / accesses
Hi, I can not find a way to restrict users from viewing / accessing and editing company information. All users can access and change organisation setting, customisation, web integration and other admin functions. I have restricted access in their profile and roles but it seems to still be available to all users through their setup function. Any help with this will be greatly appreciated. Thank you. Kezia
CRM Not Working
Is the CRM not working today? I cleared my cookies and history and it still does not work.
CRM- unable to manage users for the last 20 hours or so
Greetings, Since about this time yesterday, the page for "Manage Users" in Zoho CRM starts to load and stays on "Please Wait..." with the loading bars flashing. I've tried IE, Firefox and Chrome, and then I logged into a PC in another city and tried there. Still the same result. Will this functionality be back this weekend? Thanks! Greg
Create New Event under Accounts in CRM does not work
When I go into a specific account and try to create a new event, it says event created but it doesn't show up under open activities. Can you help?
The Event at Zoho CRM Mobile Apps on iPhone will not update.
Hello, We recently use the free version Zoho CRM. Recently, the events we input will not update in the Mobile Apps iPhone 5. All is default to January 1, 2014.
BCC Dropbox doesn't create Lead
I've set everything right. BCC Dropbox works fine on existing contacts/leads. BCC Dropbox doesn't create a Lead of To: recipient . Please advise or fix a.s.a.p. Thank you.
Outlook 2007 can't login into add-on
I just subscribed with Zoho CRM and downloaded an Outlook add-on. As I'm trying to login from the Outlook I'm getting an error message "Please verify email and password" Tried to re-install and some other steps I saw on the forum but nothing works. The Outlook email integration is central for me and I must have this feature operational. I'm running Outlook 2007 in a parallel on Mac BookPro. I used Zoho CRM before (different company) and the add-on worked just fine in the same environment (parallel)
Can I add an additional activity?
Currently, activities are setup as tasks, calls, and events. Would it be possible to add another type of activity: reviews requested. We are trying to tie in our reviews requested from another system in with our activities. Would love to be able to run one report that would contain all of this information. Any assistance would be greatly appreciated.
Change email of main user
I want to change my user email address, I have a single license and the current email address is my personal one and not my business one. I need to change this so I can carry out an email campaign.
CRM: Customizing Tenants fields in Account view
We are using Zoho CRM. We have an "Accounts" view for our properties and a "Tenants" view for our tenants. When viewing an Account record, I am able to see a list of basic Tenant information associated with the Account. However, I would like to add additional Tenant fields to the list view (including Lease Start date and Lease End date). I am unable to customize the Tenants view in the cross referenced list on the Accounts using any of the Settings pages. Can someone please help?
Document Sharing and eMailing
So let me see if I have this right: 1. If I upload a document into the Documents area of the CRM, I can't share it, but I can email it. 2. If I upload a document into Zoho Docs, I can share it, but I can't email it. How can I both share a document and make it available for me to email from the CRM? I can do this in Google.
Formula Field Display
Hi - I'm sure this is simple but cannot find the answer anywhere? How do I get the result from a formula field to display in a screen form, eg in the Opportunity Form I'm simply trying to display Length of Contract * Monthly value to get total booking value. I know it gets calculated on a report but how do I calculate on screen?? Thanks
Zoho CRM - mobile Custom views - not seeing certain fields in the list (not custom fields)
I'm looking at a mobile view of my potentials on my tablet. I've reset the application and all custom views show up. But the display of the list of the potentials is only the name of the potential and the date. No other fields - in this case I need account name to show up in the listing. Am I missing something here? Thanks in advance.
How to set BCC Dropbox for other users
How to set BCC Dropbox for other users without login in on their behalf? This is for management roles, as part of CRM adoption they shall get an email saying: Pleas use= 'zoho crm bcc dropbox of name' <xyxyxy@mails.zohocrm.com> in BCC of emails about sales communication to register receiver in 'To:' as lead and attach email to it. Or it will attach email to existing contacts or leads. Set it and forget, for now, with the benefit of: Email address will be integrated in our campaigns, with option to
Show mails sent to a potential's contacts also in the potential itself, not only in the contact's details
I have a potential with two contacts attached to it. I have sent emails to both of the contacts and they appear in the email history of the contact. However they do NOT appear in the email part of the potential. I would like to have all the mails that have been sent to any of the contacts of a potential, to also show up in the potential itself. Otherwise our sales reps have to open each of the contacts to see which emails have been exchanged regarding the potential. How can I achieve this?
How to define email template that allows me to attach a document from the lead instead of a attachment for all leads.
For email templates, is there a way to add a variable to an email so that it attaches a document associated with the lead when an email is sent? Based on what I see, I can only attach a single file that gets used for the email template. I would like a specific email template to be sent for each lead.
Where are BCC Dropbox Emails stored technically?
Where are BCC Dropbox Emails stored technically? See also:Where are email stored technically? What happens if email address of contact changes?
Forms
Newbie i'm afraid but couldnt find an answer to this in search. I want to be able to run a report or identify somewhere within zoho how long it was since I last contacted my clients. For example, if I hadn't contacted 3 or 4 customers for over a month how would I be able to get this information Regards Andy
Multiple user groups
Is there a way to put a user into more than one group?
How can I set up Zoho/crm so that when I send an email from Zoho it also shows up in my sent folder in gmail.com?
I am new to Zoho. How can I set up Zoho/crm so that when I send an email from Zoho it also shows up in my sent folder in gmail.com (or other email account)?
How change monthly paymento to annually payment?
Can I change monthly paymento to annually payment? Is there a discount for annual payment instead monthly? Thanks
Auto Populate
Is there a setting in zoho crm that would allow a user when adding a new contact under an account to have the address auto populate from the account address info?
save merge mail to contact
Hi there, How can we see what merge emails were send from the CRM system to a contact? Kind regards, Marcel
Made Company field non-mandatory for Leads in CRM, but change not reflected in API
Hi there, I've made the company field non-mandatory as we have some individual customers. Unfortunately this change is not reflected in the API. i.e. My Zapier WooCommerce to Lead conversion still fails because Zoho's API is telling it that the company field is mandatory. Cheers, Martijn
We need SMS Text messaging from ZOHO CRM please
Please give us SMS Text capabilities. Thank you
ccn dropbox doesn't work any longer...
I have always sent emails from Thunderbird, with ccn our Zoho CRM address, and it has always worked properly. Now I have seen that all the emails I have sent in the last 15 days (more or less) are not registered in CRM!!! Could you please check?
Synchronising incoming/outgoing email with Zoho contact records automatically AND mass updating of 'notes'
Hi. I currently use the free version of Zoho and am considering upgrading to one of the paid for versions ($12/20 per user per month) but I need to make sure that these versions will enable me to do what I need to do...... I want to be able to email multiple contacts at once (either via Outlook or via a Microsoft Word 'mail merge' and Outlook) and then update the relevant Zoho records on mass (all at once) either in the 'notes' field or the 'email' field. I realise that Zoho has email facility but
What is Record Id in zoho crm for accounts module
I am stuck up on this, I tried sending HTTP request using updateRecords API method, however I failed in getting that success as it states an error code 4425 stating 'Unable to process your request. Please check whether you have given the valid record Id', I have used AccountId value as id in the request parameter. Please let me know if I am using a wrong ID, if yes what is the procedure to obtain the correct ID value. Thanks & Regards Eshwar Chandra
Contact Ownership/Activity Ownership/Opportunity Ownership not updating
When I change the account owner of a record, the items that are connected to the account are not following ie, contact ownership, activities, events, or opportunities.
Workflow for the activities module
Dear zoho, Compliments for your fantastic product. There is however something I would like to see in the near future: workflow rules for activities!! This shouldn't be such a big update??? It would help me, and many others, a lot. Looking forward hearing from you! Kind regards, Jimmy van Dijk
Leak prioritizing?
Can I prioritize leads? I have a large list and want to piece meal them to my salesman.
API insertRecords fails when company contains an ampersand
My Zoho InsertRecords API calls are working okay, except I am unable to add a lead with a "company" that contains an ampersand (&). In this case the company is Texas A&M University. If I change "&" to "and" my code works okay. I am using PHP, and using urlencode(), rawurlencode(), and htmlentities() on the company first had no effect. In all cases, I get no response back from Zoho (no error or anything -- the curl buffer is empty), and the record has not been added. Is it possible to add Leads with
Can fetch multiple module records in single API call?
Hi Is it is possible to fetch records from multiple modules in single API call. The sample shows that getRecords method for each module has separate API end point (URL) . i.e I want to fetch contacts and potentials attached with each contact in single api call, is it possible? Cheers S.
importing excel file of contacts
How do I import an excel file of contacts and add them to my Zoho CRM contact list?
Single Contact Import Option - Zoho CRM
I think it would be great if you had the ability to bring a single contact from your 3rd party contact software into Zoho CRM. Currently you need to do a full import of all your contacts and you cannot import a single contact (without a lot of manual work). I have a lot of contacts in my 3rd party contact software (Contacts for Mac) but they are not all related to my business and I do not want them cluttering up my CRM software. Currently I have to add a new contact to my 3rd party Contact software,
Is it Possible to Access Contact Roles and Attachments from Potentials API?
I am using the Potentials API for the first time and need access to all of the Contacts (Contact Roles) for a Potential. Is there a way to get all of those Contacts? I would also like to use the API to access/download the attachments for Potentials, Contacts and Accounts. Is that possible?
Mass cloning contacts
DOes anyone know if there is a way to mass clone a set contacts?
Contact Page
Hi, When I click on the Contact Tab, I by default see the Contact Name, Phone and Email for the contacts in my database. Is there a way I can add/remove the fields that I want in that page for my list of contact? For instance if I would like to add a custom filed "Status" in that page for the respective contacts. Thanks, Sylvestor George Phone: 669-888-6088
I cannot delete an account, strange black screen shows up
I am now getting this black transparent screen showing up in front of the delete account feature, it prevents you from selecting the red Yes Delete button. its doing this on ALL records. Anyone else getting this?
Import List of Mailer Recipients
Our company recently sent out a mailer campaign to some of our leads and I was wondering if there is a way we could quickly add a completed task for each recipient so we can know who has received the mailer. Is there a specific spot to import information like that from an excel or csv file?
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